Resource LWC - BETA - Resource Forecasting

Last Modified On: October 9, 2025

The new Resource Forecasting feature helps Resource and Project Managers plan ahead with greater accuracy. You can now capture future resource demand directly from opportunities and compare it against role-based capacity defined in Resource Profiles — enabling smarter staffing decisions before projects are even created.

Previously, resource planning was only possible within confirmed projects, making it difficult to anticipate upcoming demand. With this enhancement, you can now:

• Record planned demand by Role or Named Resource directly on Opportunities.

• View upcoming Resource Demand and Project/Task allocations side by side within the Resource Management module.

• Use the new Forecast sub-tab to quickly identify potential over-allocation risks.

• See color-coded rollups (Green or Red) at the Role level for instant visibility into capacity status.

This feature gives managers a proactive view of workload and staffing needs — helping teams balance resources, prevent bottlenecks, and make confident resourcing decisions early in the sales-to-delivery process.

Please note:

To use the Resource Forecasting feature in Inspire Planner, please have your Salesforce System Administrator complete the steps in the Admin Guide - Resource LWC - BETA - Resource Forecasting.
 

Create Resource Demands

The Resource Forecasting tab displays resource demand records created from opportunities. 

1. Go to an opportunity. Click on New in the Resource Demands related list.
   
   
    
2. Fill in the details of the planned demand.
   
   User or Contact (Required) - select the resource
   Start Date and Finish Date (Required) - the planned date range the resource will be needed
   Hours or % Allocation (Optional) - choose one
   
   % Allocation - specify % allocation of the resource's working hours per day. For example, if the Resource's working hours per day is set to "8" hours ,and you set % allocation to "75%". Then, the resource's planned allocation would plot at 75% of 8 hours which is 6 hours per day.
   
   Hours - specify total assignment hours for the resource for the project. For example, if you set Hours to 20, it will be divided over the period between the Start and Finish Date. If the Start and Finish Date is from Feb 3, 2025 to Feb 7, 2025, this would give us 5 working days in between, so it will be plotted as 4 hours per day for 5 days.
   
   If both Hours and % Allocation are left blank - it will plot according to the Resource's working hours per day. For example, if the resource's working hours per day is 7.5, then, it will display 7.5 hours per day from the Start Date to the Finish Date.
   
   Project (Optional) - allows you to link the planned demand to an existing project.
   
   Click on Save when finished.
   
   
   
    
3. Repeat the steps above to create additional resource demand records if needed.

View Resource Demands in Resource Forecasting

Planned resource demands can be viewed in the Forecasting tab in Resource Management.

1. Go to Resource Management.
   
   
    
2. Click on the Forecast tab.
   
   
    
3. You can search for resources by Role or Resource Name.
   
   
    

4. When you select a role, the system displays all resources whose role in their Resource Profile matches the selected value, as well as those assigned a matching role attribute.

   For example, if you search for “Business Analyst”, it will return all resources whose Resource Profile role is Business Analyst, along with any resources tagged with a Business Analyst role attribute.
   
   Click on the expand icon to the left of the role to see resources.
   
   
    

5. To the right of each resource, you’ll see the total effort allocated across all assigned tasks and resource demand records for each day. If the total exceeds the resource’s working hours per day, the value is highlighted in red to indicate overallocation. If it’s within or equal to their daily capacity, it appears in green.
    
   
   
   If you’re using project allocations, switching the allocation model to Projects displays each resource’s total allocated effort per day, combining all project allocations and resource demand records. For more information on project allocations, please see Resource LWC - BETA - Project Allocations.
   
   

6. Depending on the selected allocation model, expanding a resource shows different details:
   
   Task Allocations: Displays all tasks assigned to the resource, grouped by project.
   Project Allocations: Displays the resource’s project-level allocations.
   
   In both views, Resource Demand records appear together under a separate Resource Demands section.
   
   
    

7. Resource Demand records display the associated Opportunity, and their allocations are highlighted in blue for easy identification.
   
   

Creating Resource Demands in Resource Forecasting

Planned resource demands can also be created in the Forecasting tab in Resource Management.

1. Begin by searching for resources either by role or by name.
   
   
    
2. Click on the Create Resource Demand icon beside the resource's name.
   
   
    
3. Fill in the details of the planned resource demand.
   
   Opportunity (Required) - select the opportunity that the planned demand is associated with.
   Start Date and Finish Date (Required) - the planned date range the resource will be needed
   Hours or % Allocation (Optional) - choose one
   
   % Allocation - specify % allocation of the resource's working hours per day. For example, if the Resource's working hours per day is set to "8" hours ,and you set % allocation to "75%". Then, the resource's planned allocation would plot at 75% of 8 hours which is 6 hours per day.
   
   Hours - specify total assignment hours for the resource for the project. For example, if you set Hours to 20, it will be divided over the period between the Start and Finish Date. If the Start and Finish Date is from Feb 3, 2025 to Feb 7, 2025, this would give us 5 working days in between, so it will be plotted as 4 hours per day for 5 days.
   
   If both Hours and % Allocation are left blank - it will plot according to the Resource's working hours per day. For example, if the resource's working hours per day is 7.5, then, it will display 7.5 hours per day from the Start Date to the Finish Date.
   
   Project (Optional) - allows you to link the planned demand to an existing project.
   
   Click on Save when finished.
   
   
    
4. Repeat the steps above to create additional resource demand records if needed. 

Editing or Deleting Resource Demands in Resource Forecasting

Planned resource demands can be edited or deleted from the Forecasting tab in Resource Management.
 

1. To edit a resource demand, click on the Edit icon to the left of the opportunity.
   
   
    
2. Make your changes and click on save when finished.
   
   
    
3. To delete a planned demand, click on the Delete icon beside the opportunity.
   
   
    
4. To confirm, click on Delete. To cancel, click on Cancel.