How to Get Started with Capacity Planning

Thursday, July 30 at 10:00 a.m. PT / 1:00 p.m. ET
30-minute Power Tutorial

Does your team have the capacity to take on the next project?

86% of organizations say they forecast capacity regularly, but only 6% say they do it effectively enough to trust the data.

Capacity planning trust breaks in quiet ways:

  • It breaks when work lives in different systems and only some teams track time.
  • It breaks when the same people are shared across projects, admin work, meetings, and follow-up.
  • It breaks when someone has hours available, but not the right skill, role, or timing.
  • It breaks when effort and duration are treated like the same thing.
  • And it breaks when priorities change after resources are assigned.

Project Insight has been focused on making capacity planning easier, trustworthy, and more automated for more than 20 years.

In this 30-minute Power Tutorial, Steve and Mathew will show you how to get started with a trustworthy foundation so you can build a more useful capacity planning process using the work, resources, dates, and estimates you already have.

Register now and get the guide: Getting Started with Capacity Planning

What You'll Learn:
  • How to start simple using the work, resources, dates, and estimates you already have
  • How to see capacity across systems so work from different teams can roll into one resource view
  • How to find overloads earlier before the same people are committed to too much work
  • How "Suggest a Resource" features help you find the right available person, not just an available person
  • How what-if simulations show whether you need more people, more time, or different priorities
Speakers
Steve West
Steve West
CEO
Project Insight
Steve West is the CEO of Project Insight. He co-founded PI in 2001 alongside certified PMPs to align enterprise-grade project governance with practical, intuitive team workflows. For more than two decades, Steve has worked with thousands of project management professionals to centralize project, program, and portfolio data across teams and tools, enabling leaders to make confident, data-driven decisions at scale.
Mathew Sparkes
Mathew Sparkes
Director of Sales & BD
Project Insight
Mathew Sparkes is Director of Sales and Business Development at Project Insight, where he partners with growing companies to solve complex project management challenges. With over 20 years of experience across Fortune 100 enterprises and SaaS startups, he brings deep expertise in consultative sales, CRM integration, and project operations.