RESOURCE MANAGEMENT

Scenario plan with Tentative Projects

Make smarter decisions long before work officially begins

  • Map timelines, reserve resources, and plan capacity

  • Have no impact on live delivery teams or projects

  • Ensure you’re ready the moment a project is confirmed

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Turn “What if” into “We’re ready” with Tentative Projects

Plan ahead without the stress

Have early visibility of your pipeline and create project plans that will be realistic and successful.

  • Model scenarios safely with no impact to live work

  • Spot risks sooner and forecast with more confidence

  • Convert plans into confirmed projects instantly

Forecast resourcing demands

Reduce resourcing challenges or scheduling conflicts. Reserve capacity, map resourcing, and forecast revenue.

  • Scenario plan with placeholders and soft allocations

  • See existing allocations to avoid overbooking

  • Create templates with resources and allocations in tow

Plan based on deal probability

From negotiating to closed won, keep your HubSpot pipeline in lock-step with your projects.

  • Create and manage Tentative Projects from HubSpot

  • Auto update project status based on deal stage

  • Stay on top of upcoming demand from your CRM