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Optional JobCue module

See delivery risk now—and test what happens if the pipeline lands.

Planning Intelligence combines explainable Project Health and Early Warning with Scenario & Capacity Planning. Review the live portfolio, understand why a Job is drifting, then model likely wins against people-hours, roles, equipment demand and safe delivery capacity without changing operational records.

Planning Intelligence£5.00 NET / month
JobCue
Planning intelligence
Likely Q4 wins82% capacity
Design teamHealthy01
Project managersWatch02
Build crewFreelancers needed03
What buyers are looking for

Looking for project health forecasting and capacity planning software?

Project health and capacity planning software should answer two connected questions: what needs attention in the live portfolio, and what will happen if likely work is won? JobCue provides explainable warnings and probability-weighted scenario planning without changing operational Jobs.

01

Explain Project health

Use Red, Amber and Green health with component scores, confidence, trend and plain-English reasons rather than an unexplained badge.

02

Surface early warnings

Highlight overdue actions, approaching delivery dates, incomplete Job data, resource pressure and enabled-module signals before they become surprises.

03

Create named scenarios

Build a base case, likely-wins view, seasonal peak or growth plan with its own dates, assumptions and probability choices.

04

Combine confirmed and likely work

Include live Jobs, quote-stage opportunities and manually entered potential work while keeping every source record unchanged.

05

Model role capacity

Set headcount, weekly hours and a safe utilisation target for each team or role, then compare demand across a weekly or monthly heatmap.

06

Plan the response

Identify periods that may need freelancers, subcontractors, internal reallocation or equipment sub-hire before accepting the work.

07

Compare outcomes and variance

Review scenarios side by side, include equipment pressure and commercial forecasts, then compare planned assumptions with the outcome as work becomes real.

Who benefits from Planning Intelligence

Use Planning Intelligence where it removes uncertainty from real work.

Project-led leadership teams

For directors and operations managers deciding whether the current portfolio is healthy and which opportunities the business can safely deliver.

Agencies and studios

For teams balancing uncertain pipeline, specialist creative capacity, deadlines and freelancer support.

Events, production and technical businesses

For operations where seasonal demand can pressure crew, project managers, designers, workshop time and equipment at once.

Relevant industries

See where Planning Intelligence fits.

Browse the industries where this feature is especially useful, grouped by sector so you can get to the most relevant workflow quickly.

38Industries
9Sectors

Creative, Marketing & Digital

6 industries

Events, AV & Production

12 industries

Print, Build & Physical Environments

4 industries

Technology & Managed Services

2 industries

Professional Services & Training

2 industries

Rental & Hire Services

3 industries

Field Service & Maintenance

3 industries

Engineering & Technical Services

3 industries

Specialist Creative Production

3 industries
Why JobCue

A sales forecast is incomplete until somebody tests whether delivery can absorb it.

JobCue connects forward-looking assumptions to the Jobs and workload already recorded, while preserving a strict boundary between planning and live operations. Health and scenario outputs support human decisions; they never silently rewrite a Job, allocation or commercial record.

One paid module for Project Health, forecasting and scenario planning
Useful with core Jobs and manual capacity alone
Progressively enriched by CRM, Resource Planning, Inventory and Accounts
No dependency imposed on any other JobCue module
Connected by design

Optional modules extend JobCue without becoming accidental dependencies for unrelated workflows.

Connected without duplicate updates

Let Planning Intelligence inform the rest of the Job.

When an event in Planning Intelligence matters to delivery, a permission-controlled automation rule can update a related task or programme item. The same organisation, Job and Project context is reused, while Users retain a manual override for exceptions and work completed elsewhere.

Less duplicate administration

Connect live delivery health to forward capacity decisions

Planning Intelligence explains pressure in the current portfolio and lets authorised Users test likely work separately. A warning can prompt investigation or a scenario, but it never changes operational records or blocks delivery.

Explain why a live Job moved from green to amber

Compare likely wins with safe weekly role capacity

Estimate freelancer hours before committing to a seasonal peak

Common questions

Questions about Planning Intelligence

Does a scenario alter live Jobs or resource bookings?

No. Scenarios are isolated planning assumptions and read-only references to live records.

Is Resource Planning required?

No. Capacity pools and likely work can be entered manually; enabled CRM, Resource Planning, Inventory and Accounts modules enrich the forecast.

Microsoft 365 integration

Use Outlook for commitments and JobCue for capacity decisions.

Selected records can reach Microsoft calendars, but scenarios, workload pressure and early-warning analysis remain safely separated from personal diary data.

See how Planning Intelligence fits your JobCue setup.

Choose your Users and modules, see the live monthly price and create your JobCue organisation online.