Forecast billable capacity

The Forecast view looks four weeks ahead and estimates how much of your team’s upcoming capacity will be billable, so a revenue gap shows up before the hours are lost, not after.

Open the forecast

1. Select Timesheet in the sidebar and switch to the Capacity Planner tab.

2. In the view toggle at the top right, select Forecast (next to Weekly and Monthly).

You get a summary card for the next four weeks, a projected billable mix percentage, and a per-person table. Each week’s cell shows two numbers: the person’s capacity on top, and the estimated billable hours below it.

How the estimate works

The forecast is intentionally simple:

• Capacity comes from the availability you set per person, per week, in the Capacity Planner’s Weekly view. Future weeks you have not filled in yet have no capacity to forecast.
• Billable estimate assumes each person’s billable share for the coming weeks matches their actual mix from last week. Someone who logged 60% of last week’s hours to billable projects is projected at 60% of each forward week’s capacity.
• People with no history yet are projected at fully billable.

Tip

The forecast is only as good as the capacity rows behind it. If the view is empty, populate availability for the upcoming weeks first; see Plan team capacity.

What to do with it

Two patterns make the forecast actionable:

• Projected billable mix dropping over the four weeks usually means upcoming vacation weeks or a project rolling off. Line up the next engagement, or expect the dip in revenue.
• One person’s billable estimate near zero while their capacity is full means last week they worked almost entirely on internal projects. If that is not intentional, rebalance their assignments now, while the weeks are still ahead of you.

Whether a project counts as billable is controlled by the project’s Billable flag; reclassifying a project changes both this forecast and the billable utilization views.

FAQs

Why does the forecast differ from what actually happens? It extrapolates one week of history. A person who had an unusual week (all internal work, or a holiday) carries that mix forward until the next week’s actuals replace it.

Can I forecast further than four weeks? Not in this view. Four weeks keeps the extrapolation honest; beyond that, last week’s mix stops being a useful predictor.

Why can’t my team members see the forecast? The Capacity Planner tab, including Forecast, is limited to Owners, Admins, and Portfolio Managers.