Updated May 2026

Best Capacity Planning Software for Agencies in 2026: 8 Tools Compared

We tested 8 capacity planning tools across utilization tracking, forward forecasting, PTO handling, and budget integration. Honest scores, real pricing, and which tool actually fits your workflow.

ByBilal Azhar— Co-Founder, AgencyPro

Disclosure: AgencyPro is our product. We have ranked it #2 because Float is genuinely the best pure capacity tool. AgencyPro wins for agencies that want capacity tied to projects, retainers, and billing.

How We Evaluated These Tools

We set up an 8-person sample agency with 12 projects, varied roles, and PTO across the quarter. Then we tracked actual planning workflows. No sponsored placements.

Scoring criteria (weighted)

  • Scheduling UX (20%): Visual clarity and speed of allocation edits.
  • Forecasting (15%): Forward visibility 30-90 days out.
  • Utilization reporting (15%): Billable vs total utilization, by role/team.
  • PTO handling (10%): Time-off automation and capacity adjustment.
  • Project integration (15%): Connection to project budgets and tasks.
  • Pricing (10%): Cost at agency scale (per-seat vs plan-based).
  • Setup time (10%): Time to first useful schedule view.
  • Integrations (5%): Connections to time tracking and PM tools.

Our AgencyPro scoring

We scored AgencyPro 8.7/10 — second place. Float has a more polished pure capacity UX and better forecasting filters.

AgencyPro wins for agencies that want capacity tied to actual project commitments, time tracking, retainer budgets, and billing. The lower score reflects real Float superiority on its core job. The high score reflects AgencyPro integration with the rest of the agency operation.

Quick Picks by Use Case

Best Overall

Float

The dedicated category leader. Cleanest UX, best reporting, and the standard agency PMs already know.

Best Integrated

AgencyPro

Capacity tied to actual project budgets, retainer hours, and time entries inside one platform.

Best for Solos

Resource Guru

$5/user/month is the cheapest legitimate option. Free trial covers everything.

Best for Forecasting

Runn

Forward-looking scenario planning across 6-12 months. Right for agencies making hiring decisions.

Best for Profitability

Productive

Best at tying capacity to margin. Right when you bill outcomes and need cost visibility.

Best Enterprise

ResourceManagement.com

Smartsheet portfolio for 100+ person services orgs needing enterprise resource modeling.

Full Comparison Table

ToolStarting PricePer-Seat?Best ForScore
1Float
$7.50/user/monthYesDedicated capacity planning with the cleanest UX9.1/10
2AgencyPro
Our Product
$39/monthNo (unlimited users)Integrated capacity planning inside agency workflow8.7/10
3Resource Guru
$5/user/monthYesSimple resource scheduling for mid-size teams8.6/10
4Forecast
$29/user/monthYesAI-assisted capacity forecasting8.4/10
5Productive
$11/user/monthYesCapacity tied to profitability8.5/10
6Runn
$10/user/monthYesForward-looking scenario planning8.3/10
7ResourceManagement.com (Smartsheet)
Custom (enterprise)YesEnterprise resource portfolios8.0/10
8Mosaic
$9.99/user/monthYesAI-driven workload balancing7.8/10

Detailed Reviews

#1 Best Overall

Float

Best dedicated capacity planning with the cleanest UX

9.1/10

Float is the category leader for one reason: the visual scheduling interface is the cleanest in any tool we tested. Drag a task across days, see real-time conflict detection, and watch utilization update in the sidebar. The PTO calendar reduces capacity automatically. Project budgets connect to allocations. Filters let you slice by role, department, or skill.

Pricing is $7.50/user/month for Resource Planning, $12.50 for Resource Planning + Time Tracking, and $17.50 for the full Plus tier. For a 10-person agency on Resource Planning + Time Tracking, that is $125/month — modest. Reports are presentation-quality and exportable. The biggest weakness is project-budget integration — Float tracks hours against budgets but is not a billing tool.

Pros

  • • Cleanest visual scheduling UX in the category
  • • Real-time conflict detection
  • • Strong reporting and forecasting
  • • PTO automation works without friction
  • • 30-day free trial with no credit card

Cons

  • • Not a billing or invoicing tool
  • • Limited margin or profitability tracking
  • • Time tracking on higher tier only
  • • Per-seat pricing adds up past 15 people

Verdict: The category standard for dedicated capacity tools. Default pick if scheduling is the main pain.

Starting price: $7.50/user/month (Resource Planning)

#2 Our Product
Best Integrated

AgencyPro

Best integrated capacity planning inside agency workflow

8.7/10

We are upfront: Float wins on pure capacity scheduling UX. AgencyPro wins when you want capacity planning tied to actual project budgets, retainer commitments, time entries, and billing — all in the same platform. Allocations connect directly to project tasks and retainer hours. Utilization reports reflect actual time logged, not just planned allocations.

The integration value compounds. When you log time, it deducts from both the project budget and the retainer pool. When you mark someone PTO, future allocations adjust. When you build a quote, you can check whether you have capacity before committing. Pricing is $39/month flat with unlimited users — cheaper than Float at 14+ users.

Pros

  • • Capacity tied to project budgets and retainers
  • • Time entries flow into utilization reports automatically
  • • Quote-to-capacity check during sales
  • • Unlimited users on all plans
  • • Connected to invoicing and client portal

Cons

  • • Scheduling UX less polished than Float
  • • Forecast filtering is less granular than Runn
  • • You must run the platform to benefit
  • • Pricing reflects full platform, not just capacity

Verdict: Best for agencies that want capacity integrated with projects, retainers, and billing. Pair with Float if pure scheduling depth matters more.

Starting price: $39/month (unlimited users)

#3 Best Simple Scheduling

Resource Guru

Best for simple resource scheduling for mid-size teams

8.6/10

Resource Guru competes with Float on the same core job and undercuts on price. Grasshopper plan is $5/user/month with scheduling and dashboards. Blackbelt plan is $10/user/month with reporting and clash management. For an 8-person agency on Grasshopper, that is $40/month — half what Float costs.

The interface is slightly less polished than Float, and forecasting depth is shallower. But Resource Guru handles the core capacity workflow cleanly and the price-to-features ratio is the best in the category for small teams. Permission model is simple — Float has more nuanced role controls if you need them.

Pros

  • • Cheapest serious capacity tool ($5/user)
  • • Solid clash detection and notifications
  • • Strong free 30-day trial
  • • Simple to onboard new team members

Cons

  • • Less polished UX than Float
  • • Reporting depth on Blackbelt only
  • • Permission model is basic
  • • Smaller integration ecosystem

Verdict: Best price-to-features for small to mid agencies. Float is better at scale.

Starting price: $5/user/month (Grasshopper)

#4 Best AI Forecasting

Forecast

Best for AI-assisted capacity forecasting

8.4/10

Forecast positions itself as the AI-assisted capacity tool. Its prediction engine suggests resource allocations based on past project patterns, role utilization, and current pipeline. It includes project management, time tracking, and budget tools alongside capacity — closer to an all-in-one than a pure scheduling tool.

Pricing starts at $29/user/month (Lite) with Pro at $49/user. For a 10-person team on Lite, that is $290/month — pricier than dedicated tools. The AI suggestions are useful but require 6+ months of historical data to be meaningful. For agencies with consistent project shapes, the AI value compounds. For varied or one-off project agencies, the AI is less differentiating.

Pros

  • • AI-assisted allocation suggestions
  • • Includes project management and time tracking
  • • Solid budget integration
  • • Good for consistent project patterns

Cons

  • • Pricier than dedicated tools
  • • AI needs 6+ months of data to be useful
  • • Interface is less intuitive than Float
  • • Adoption requires team commitment

Verdict: Best for agencies with consistent project patterns wanting AI-assisted planning.

Starting price: $29/user/month (Lite)

#5 Best for Profitability

Productive

Best for capacity tied to profitability

8.5/10

Productive includes capacity planning as part of a broader agency operations platform with strong margin analytics. The differentiator is cost-rate awareness — allocations show estimated cost per hour, so you can see whether the work you are committing to is profitable before scheduling it. The capacity view is solid but not as visually clean as Float.

Pricing starts at $11/user/month (Essential) with Professional at $24/user. The platform breadth is the value — capacity, time tracking, retainers, and billing all live together. For agencies serious about margin, Productive is one of the strongest options. For agencies that just need capacity scheduling, dedicated tools are simpler.

Pros

  • • Capacity tied to cost rates and margin
  • • Strong integrated platform
  • • Solid reporting depth
  • • Built for services profitability

Cons

  • • Visual scheduling weaker than Float
  • • Data-dense interface — onboarding takes time
  • • Per-seat pricing adds up
  • • Capacity is one of many features

Verdict: Best when capacity decisions are profitability decisions.

Starting price: $11/user/month (Essential)

#6 Best Forward Planning

Runn

Best for forward-looking scenario planning

8.3/10

Runn focuses on forward-looking capacity. Scenario planning lets you model different project outcomes — what happens to capacity if we win this RFP, lose that retainer, or hire two designers in Q3? Visualizations make it easy to compare scenarios side by side. For agencies making hiring decisions or evaluating new business opportunities, Runn is uniquely useful.

Pricing starts at $10/user/month (Pro). The interface is forecast-first, which makes it less immediately useful for week-to-week scheduling than Float. For agencies whose biggest capacity question is six months out (not next week), Runn is the right answer.

Pros

  • • Best scenario planning in the category
  • • Strong forward-looking visualizations
  • • Good for hiring and pipeline decisions
  • • Clean visual design

Cons

  • • Less optimized for week-to-week scheduling
  • • Smaller user community than Float
  • • Reporting depth is moderate
  • • Per-seat pricing

Verdict: Best when forward planning matters more than week-to-week scheduling.

Starting price: $10/user/month (Pro)

#7 Best Enterprise

ResourceManagement.com (Smartsheet)

Best for enterprise resource portfolios

8.0/10

Formerly Resource Management by Smartsheet (and before that, 10000ft), this is the enterprise option for large services organizations. It includes portfolio-level capacity modeling, multi-region team views, and integration with Smartsheet for project management. Aimed at 100+ person services and consulting firms.

Pricing is custom (typically $20-30/user/month at enterprise scale with annual contracts). Implementation involves Smartsheet professional services. Overkill for agencies under 50 people. For services organizations integrating capacity with portfolio-level project visibility, it is one of the few credible options.

Pros

  • • Enterprise portfolio capabilities
  • • Smartsheet integration
  • • Strong multi-region support
  • • Mature platform with deep features

Cons

  • • Enterprise-only sales cycle
  • • Long implementation
  • • Overkill for agencies under 50 people
  • • Opaque pricing

Verdict: Only relevant for large services orgs. Smaller agencies should look at Float, AgencyPro, or Productive.

Starting price: Custom (enterprise)

#8 AI-Driven Balancing

Mosaic

Best for AI-driven workload balancing

7.8/10

Mosaic uses AI to suggest workload rebalancing across team members — if Designer A is over 100% allocated and Designer B is under 60%, Mosaic suggests redistributing. It integrates with project management tools (Asana, Monday, Jira) and pulls allocation data automatically.

Pricing starts at $9.99/user/month (Team Member) with Manager tier higher. The AI suggestions can be useful but require trust — overriding the algorithm is common in early adoption. For agencies frustrated by manual workload balancing across larger teams, Mosaic is worth a trial. For smaller teams or simple workflows, dedicated tools handle the same job with less complexity.

Pros

  • • AI workload balancing suggestions
  • • Pulls from existing PM tools
  • • Visual workload heat maps
  • • Reasonable pricing

Cons

  • • AI requires trust and data history
  • • Less polished than Float
  • • Newer platform, smaller community
  • • Overkill for small teams

Verdict: Worth trialing for mid-large agencies dealing with workload imbalance.

Starting price: $9.99/user/month (Team Member)

If This Sounds Like You, Pick That

If scheduling is the single biggest pain

Pick Float. Best UX in the category.

If you want capacity inside the same platform as projects and retainers

Pick AgencyPro. Capacity tied to actual commitments.

If you have a tight budget and small team

Pick Resource Guru. $5/user beats everything else.

If hiring decisions are the key capacity question

Pick Runn. Scenario planning is the differentiator.

If profitability per hour drives your decisions

Pick Productive. Cost rates in the capacity view matter.

If you are 50+ people across multiple regions

Pick ResourceManagement.com. Enterprise scale.

How to Choose Your Capacity Tool

  1. 1. Is capacity your biggest pain or one of many?

    Biggest pain: dedicated tool (Float, Resource Guru, Runn). One of many: integrated platform (AgencyPro, Productive).

  2. 2. How big is your team?

    Under 8: per-seat tools win on price. 8-30: plan-based starts to win. 30+: integrated platform or enterprise tool.

  3. 3. How far out do you need to forecast?

    Next 30 days: Float, Resource Guru. 30-90 days: AgencyPro, Float. 90+ days with scenarios: Runn, Forecast.

  4. 4. Does cost per hour matter in scheduling decisions?

    If yes: Productive (capacity + margin). If no: any dedicated tool will do.

  5. 5. How quickly do you need to onboard?

    Days: Resource Guru, Float. Weeks: AgencyPro, Productive. Months: Forecast, ResourceManagement.com.

Frequently Asked Questions

What is capacity planning software for agencies?

Capacity planning software helps agencies see who is doing what work, when they will be free, and where the team is over- or under-allocated. It is the tool answering questions like: can we take this new project? Who can lead a kickoff next month? Are we going to burn out the design team in Q3? Dedicated tools like Float and Resource Guru focus on the scheduling view. Agency platforms like AgencyPro and Productive include capacity planning alongside project management and time tracking.

How much does capacity planning software cost?

Pricing splits by approach. Per-seat tools: Resource Guru starts at $5/user, Float at $7.50/user, Runn at $10/user, Mosaic at $10/user, Productive at $11/user, and Forecast at $29/user. Plan-based: AgencyPro is $39/month flat with unlimited users. ResourceManagement.com is enterprise-priced. For a 10-person agency, expect $50-300/month on capacity tools. Per-seat tools cost less at small scale and more past 8-10 people.

Float vs Resource Guru — which should an agency choose?

Both are excellent dedicated capacity tools. Float has the cleaner visual scheduling interface and stronger reporting. Resource Guru is cheaper and has a slightly simpler permission model. For agencies under 15 people running standard project work, Resource Guru is the cost-effective choice. For agencies above 15 people or those running complex multi-project schedules, Float scales better. The Float reporting dashboards are noticeably better.

Do I need a dedicated capacity tool or an all-in-one platform?

Dedicated tools (Float, Resource Guru, Runn) focus entirely on the resource scheduling view and do that one thing very well. All-in-one platforms (AgencyPro, Productive, Scoro) include capacity alongside projects, time tracking, and billing. If capacity planning is your biggest pain point and you want a tool everyone immediately understands, go dedicated. If you want capacity tied to project budgets, time entries, and retainer commitments, go integrated.

What metrics should capacity planning software track?

The core metrics: utilization rate (billable hours / total available hours), allocation percentage (planned hours / available hours), and overage flag (when allocated exceeds available). Beyond that, look for billable utilization (billable / available), capacity by role or team, time-off integration, and forecasted versus actual variance. Good capacity tools surface these without you building reports manually. Tools that just show a schedule grid without numbers will not help you decide whether to hire.

Can I forecast capacity 90 days out?

Yes — but tool depth varies. Runn and Forecast are the strongest forward-planning tools with scenario modeling. Float supports forecasts up to 12 months with strong filters. Resource Guru is more present-tense focused. AgencyPro shows 60-90 day forecasts tied to actual project commitments. For agencies that need to plan hiring decisions, Runn or Forecast handle scenario planning best.

Is AgencyPro a Float replacement?

No, and we will be direct. Float is built dedicated for capacity planning and does that one job better than us. AgencyPro includes capacity planning as part of an integrated platform — it works for agencies who want capacity tied to projects, time tracking, retainers, and billing. If capacity planning is your single biggest problem and you have other tools you like, Float is the right answer. If you want one platform to run the agency and capacity planning is one of many needs, AgencyPro is better.

How do I track time off and PTO in capacity planning?

Every tool here handles time off, but implementation varies. Float, Resource Guru, and Runn all support PTO calendars that automatically reduce available capacity for affected dates. Productive integrates with HR systems. AgencyPro includes PTO tracking that flows into capacity views. For agencies, PTO automation is critical — without it, you will allocate hours to people who are not even at their desk. Always test PTO setup during your trial.

Want capacity tied to projects, retainers, and billing in one platform?

AgencyPro gives you capacity planning connected to actual project commitments, retainer hours, time entries, and invoices. Float is great if scheduling is your only need — AgencyPro is better if capacity is part of running the whole agency.

14-day free trial • No credit card required • Unlimited users