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News
June 26, 2026

Stop Guessing, Start Scaling: Top 8 Capacity Planning Software [2026]

Key takeaways

  • Capacity planning is a project management activity meant to determine future resource requirements and ensure an organization has the necessary bandwidth and skills to successfully deliver upcoming projects on time and within budget. 
  • Capacity planning software helps companies of different scales automate the forecasting, allocation, and tracking of resources to structure company processes.
  • Capacity planning solves overallocation (when team members are assigned to more activities than they can actually handle) and underbooking (when employees have too much free time, which wastes budget) problems.

Read More: 10 AI Project Management Tools to Pay Your Attention to in 2026

What is capacity planning software?

Capacity planning software is an advanced digital platform designed to plan, forecast, manage, and properly allocate your company’s resources to drive maximum efficiency. At the same time, this software helps managers allocate limited resources in a way that prevents two major problems:

  • Overallocation – situation when team members or assets are assigned more work than their actual available hours or capabilities allow. It, consequently, causes project delays and employee burnout.
  • Underutilization – situation when valuable resources sit idle or operate far below their total capacity. It, in turn, leads to wasted budget and missed revenue opportunities.

Read More: The Next Generation of PMO Tools: How to Choose the Perfect One for You

What is the difference between capacity planning, capacity management, and resource planning?

These terms are often considered the same in project management. However, they actually operate at completely different altitudes and time horizons.

  • Capacity planning – it’s a long-term process of forecasting future project demand against the available skills and hours of your employees. You need it to determine if an organization has the overall bandwidth to accept upcoming work. 
  • Capacity management – it is, in turn, a continuous process of monitoring real-time team utilization. It helps compare planned versus actual hours worked to adjust workloads and eliminate current operational bottlenecks.
  • Resource planning – it is, on the contrary, a short-term process of scheduling and allocating specific tasks to exact employees based on their current availability.

Want to know more about the latest software development trends and most popular tools? Subscribe to our blog using the button on your right-hand to stay aligned with updates. 

Read More: Product Portfolio Management Tools: Complete Guide to Choosing the Best Solution in 2026

What features to look for in capacity planning software?

What features to look for in capacity planning software

When we are already familiar with the definition of a capacity planning tool and know how it differs from other activities related to a company’s resources, it’s time to take a look at the features every advanced forecasting capacity planning software should have.

  1. Dynamic prioritization. This is an essential feature in capacity planning software as it automatically ranks projects and resource requests based on business value or ROI when capacity constraints arise. 
  2. What-if analysis. Thanks to this capacity planning tool, you can test different hypotheses about project changes in a safe environment. It provides an isolated sandbox to simulate shifts in timelines or sudden changes in headcount.
  3. Predictive analytics. This feature for capacity planning uses historical delivery data and past experience to forecast future capacity constraints and project timelines.
  4. Task management. Thanks to this feature for capacity planning, you can connect high-level capacity plans directly to daily operational execution (to-do lists, milestones, and KPIs).
  5. Competence management. This capacity planning tool manages individual skills of all your employees, their certifications, and experience to assign them right to the tasks they surely can handle.
  6. Resource forecasting. Predictive algorithms in capacity planning software foresee future supply against future demand.
  7. Real-time reporting tools. Continuously track live metrics like actual vs. planned hours or resource utilization rates across the entire portfolio.

Read More: What is Program Management? A Deep Dive into Strategic Success and Program Leadership

Why should you trust our capacity planning software reviews?

Every time we create a new software ranking, we don’t do paid partnerships. We do our own research, using public data and verified reviews. Thus, to create this list of capacity planning software options, we developed the following estimation criteria:

  • Best for: We define where each capacity planning tool shows itself the best. Whether it is built for a small agency or heavy enterprise workflows, we’ll notice and write about it.
  • Industries: We discovered for what environments the software for capacity planning was initially designed. It helps us to understand whether the software is compatible with your specific workflows.
  • User reviews from Capterra, SoftwareAdvice, and G2: We review the most popular platforms with real user reviews to analyze patterns in customer sentiment over months of active use. 
  • Real-world use cases: We look at how the capacity planning tool solves actual operational headaches. We analyzed official websites of each tool to find success stories from real clients to ensure that marketing reflects reality. 
  • Pricing transparency: We grade capacity planning software options on how clear they are with their costs. We highlight whether they offer transparent per-user monthly pricing or have hidden costs for advanced features or licences.
  • Core features: We check capacity planning tools for the presence and execution of critical capabilities like predictive analytics, resource management, competence management, what-if scenario planning, etc.
  • Pros: When there is something good that we want to highlight in our competitors, we definitely do it. We pinpoint where the capacity planning tool genuinely excels and beats out the competition.
  • Cons: As well, we want to be honest about pain points and not be prejudiced. If a capacity planning tool has a steep learning curve or requires heavy manual data maintenance, we call it out explicitly.

Read More: Tired of MS Project? 16 MS Project Alternatives for Modern Teams

Best capacity planning software: table of comparison

Capacity planning tool Best for Pricing User reviews
Epicflow  Multi-project management in companies where resources are always constrained. Growth: €22.5 monthly/billed annually. 

Enterprise: has custom pricing.

Capterra: 5/5

SoftwareAdvice: 5/5

G2: 4.4/5

Kantata  PSOs and consultancies that need real-time visibility into project profitability.  Is available only upon a request.  Capterra: 4.2/5

SoftwareAdvice: 4.2/5

G2: 4.2/5

Productive  Small to mid-sized agencies that want multiple advanced capacity planning features into a single tool.  Essential: $10/month.

Professional: $25/month.

Ultimate: custom pricing

Capterra: 4.6/5

SoftwareAdvice: 4.6/5

G2: 4.6/5

Monday.com  Cross-functional organizations that want a highly visual capacity planning tool.  Free: €0.

Basic: €9 seat/month. 

Standard: €12 seat/month.

Pro: €19 seat/month.

Enterprise: custom pricing.

Capterra: 4.6/5 

SoftwareAdvice: 4.6/5

G2: 4.7/5

Parallax  Mid-market organizations that want sophisticated pipeline forecasting without abandoning their already existing software. Is available only upon a request. Capterra: 4.4/5

SoftwareAdvice: 4.4/5

G2: 4.7/5

ClickUp  Teams and scaling businesses that want an affordable capacity planning tool to handle day-to-day project execution.  Free: $0 forever.

Unlimited: $7 per user/month.

Business: $12 per user/month.

Enterprise: custom pricing.

Capterra: 4.6/5

SoftwareAdvice: 4.6/5

G2: 4.6/5

Skedulo  Managing and scheduling mobile and field-based workforces.  Is available only upon a request. Capterra: 4.5/5

SoftwareAdvice: 4.5/5

G2: 4.1/5

Celoxis  Mid-to-large enterprise PMOs and professional services organizations.  Core: starts from $10.

Essentials: starts from $25.

Professional: starts from $35.

Business: starts from $45.

Enterprise: custom pricing.

Capterra: 4.4/5

SoftwareAdvice: 4.4/5

G2: 4.6/5

Read More: Best Engineering Project Management Tools: Complete Guide & Comparison

What are top capacity planning software options? Detailed reviews

1. Epicflow

Epicflow

Epicflow heads our list as one of the best capacity planning software for companies that operate within highly regulated industries. It is designed to help organizations manage multiple projects simultaneously in environments where a single, shared resource pool is constantly stretched across overlapping timelines. 

Best for

Complex project and portfolio management in companies where resources are always constrained.

Industries

  • Automotive.
  • Aerospace and defense.
  • Software development.
  • Telecommunications.
  • Pharmaceutical.
  • Government.
  • Manufacturing.

Core features

  • What-if scenario planning. Managers can simulate different possible scenarios of their actions. You can test what is likely to happen if you, for example, move the lead developer from one project to another.
  • AI-powered portfolio optimization. The system constantly analyses the environment and dynamically reprioritizes projects and tasks according to their current business value.
  • Competence management. An internal database that tracks team members by specific skills, certifications, and experience levels to ensure the right person gets placed on the right task.

Pros

  • Has a free 30-day trial so you can test the tool before making a final decision.
  • Has integrations with other resource planning tools, like Jira, MS Project, Primavera, and SAP.
  • Eliminates resource overload by looking at actual resource availability.
  • Predictive algorithms can forecast resource deficits in advance.

Cons

  • Has a steep learning curve. 
  • Some advanced data visualizations can feel cluttered and confusing to interpret.
  • Requires “price upon a request” for enterprise plans.

Pricing

  • Growth: €22.5 monthly/billed annually. 
  • Enterprise: has custom pricing. You should contact the vendor directly.

Reviews

  • Capterra: 5/5
  • SoftwareAdvice: 5/5
  • G2: 4.4/5

If you’re interested in partnering with Epicflow, contact us directly to estimate what features you might need and how to implement this capacity planning tool into your business without frustration.

2. Kantata

Kantata

The second capacity planning solution on our list establishes itself as the premier choice for organizations that need to tie capacity planning directly to project finances. Unlike other resource planning tools, Kantata perceives every working hour as a financial asset, tightly integrating resource allocation, time tracking, and margin analysis into a single platform. 

Best for

Professional services organizations (PSOs) and consultancies that need real-time visibility into project profitability and complex workforce allocation across multiple global accounts. 

Industries

  • IT services.
  • Management consulting.
  • Agencies.
  • Software and Hi-Tech.

Core features

  • Integrated professional services automation (PSA). This feature unifies project delivery and smart resource allocation so that scheduling changes immediately update project margin forecasts.
  • Predictive financial forecasting. Displays live revenue tracking so managers can see how delays or resourcing shifts impact the bottom line.
  • Kantata AI agents. Autonomous AI agents that provide intelligent workload recommendations and generate automated health reports.

Pros

  • Combines scheduling with live financial tracking.
  • Reduces cost leakage.
  • Boosts resource utilization.
  • Offers native deployment directly onto the Salesforce platform.

Cons

  • Everyday tasks can feel tedious, requiring multiple clicks to execute.
  • Has a steep entry price point.
  • Can feel overwhelming for smaller teams.

Pricing

Is available only upon a request.

Reviews

  • Capterra: 4.2/5
  • SoftwareAdvice: 4.2/5
  • G2: 4.2/5

3. Productive

Productive

This capacity planning tool combines intuitive, day-to-day project management and time tracking with clear resource capacity planning, which makes it incredibly accessible for fast-moving teams.

Best for

Small to mid-sized creative and dev agencies that want multiple advanced capacity planning features into a single tool without a chaotic setup process. 

Industries

  • Accounting and finance.
  • Consultancy.
  • Architecture and engineering.
  • Agency.
  • IT services.
  • Software and Hi-Tech.

Core features

  • Heatmap scheduling. A visual timeline dashboard that immediately highlights which team members are overbooked, under-utilized, or scheduled for upcoming paid time off (PTO).
  • Real-time profitability reporting. This feature in resource planning software automatically links logged hours and resource salaries against fixed-price or hourly budgets. 
  • Integrated billing and invoicing. Ultimately, this capacity planning feature generates client invoices with a single click. 

Pros

  • Eliminates the hidden costs and messy data connections.
  • Allows agencies to invite clients into specific project spaces to review timelines and tracking data.
  • It has a modern user interface.

Cons

  • Some advanced tracking views can feel slightly disjointed when switching between desktop and mobile apps.
  • Can feel overwhelming and tedious.

Pricing

  • Essential: $10/month.
  • Professional: $25/month.
  • Ultimate: custom pricing.

Reviews

  • Capterra: 4.6/5
  • SoftwareAdvice: 4.6/5
  • G2: 4.6/5

4. Monday.com

Monday.com

Monday.com secures the fourth spot on our list. This capacity planning tool is widely recognized for its unparalleled flexibility and highly visual approach to work management. It leverages fully customizable boards and visual widgets so that teams can easily construct custom resource management workflows tailored to their unique needs.

Best for

Cross-functional organizations and fast-growing teams that want a highly visual capacity planning tool. 

Industries

  • Media.
  • Retail.
  • Government.

Core features

  • No-code workflows. Capacity planning tool that gives you the ability to automate some of routine tasks, such as automatically shifting task ownership when an employee’s capacity breaches 100%.
  • The workload view. A visual resource timeline that dynamically shows every team member’s weekly or monthly capacity.
  • Custom boards. Thanks to this feature, you can link multiple separate tracking sheets into a unified executive dashboard.

Pros

  • Has a forever free version. 
  • Integrates seamlessly with lots of project management tools, for instance, with Slack, Microsoft Teams, Google Workspace, Jira, and Salesforce.
  • Easy adoption and low learning curve.
  • Seamless team collaboration.

Cons

  • Lacks some advanced features, like deep financial forecasting.
  • Can become slow as workflows and data volumes grow.

Pricing

    • Free: €0 – forever free.
    • Basic: €9 seat/month. 
    • Standard: €12 seat/month.
    • Pro: €19 seat/month.
  • Enterprise: custom pricing. You should contact the vendor directly.

Reviews

  • Capterra: 4.6/5 
  • SoftwareAdvice: 4.6/5
  • G2: 4.7/5

5. Parallax

Parallax

The philosophy of this capacity planning software is that you don’t have a resource problem, you have a planning problem. Other solutions that we were discussing earlier, often try to force you to migrate to their native all-in-one workspaces, while Parallax leaves your existing workflows completely untouched. This capacity modeling software operates as an intelligent forecasting layer that sits over the tools your company already uses and pulls data automatically.

Best for

Mid-market organizations that want sophisticated pipeline forecasting without abandoning their favorite daily execution apps.

Industries

  • Digital agencies.
  • IT consultancies.
  • Software engineering companies.
  • Corporate marketing and creative services.

Core features

  • CRM pipeline integration. Lets you get information directly from CRM systems into your operation’s software to model relevant resource capacity.
  • Predictive utilization modeling. Tracks historical project hours against live schedules to accurately forecast utilization rates.
  • Continuous margin control. This capacity planning tool runs automated calculations in the background comparing live project burn rates against initial estimates to prevent financial leakage.

Pros

  • As it integrates with your current software, employees won’t need to adjust to a completely new project environment.
  • Gives leadership warnings of which skills they need to hire next. 
  • Hands-on onboarding process.

Cons

  • If your underlying systems are messy or poorly maintained, Parallax’s forecasts will quickly lose accuracy.
  • Data synchronization can occasionally experience lag.

Pricing

Is available only upon a request.

Reviews

  • Capterra: 4.4/5
  • SoftwareAdvice: 4.4/5
  • G2: 4.7/5

6. ClickUp

ClickUp

ClickUp is one of the best workforce capacity planning tools present in the market. It is a highly customizable solution designed to replace fragmented software stacks entirely. The main strength of this capacity planning tool is that it helps managers to stay focused on strategic activities and not jump between separate platforms to figure out who is doing what.

Best for

Teams and scaling businesses that want an affordable capacity planning solution to handle day-to-day project execution. 

Industries

  • Government and public sector.
  • Technology and software.
  • Education.
  • Media and creative.
  • Construction.
  • Retail and eCommerce.
  • Legal.
  • Real estate.
  • Manufacturing.
  • Healthcare.
  • Nonprofit.
  • Finance and accounting.

Core features

  • ClickUp Brain AI. Context-aware AI teammates capable of doing different capacity planning activities, like reviewing project backlogs.
  • Dual level workload view. A visual scheduling grid that allows managers to group capacity simultaneously by broader departments/squads and down to individual team members. 
  • Native connected search. A search tool that can actively index and find documents, task files, and communications stored across connected external systems. 

Pros

  • Eliminates the need for separate subscriptions to different third-party tools.
  • Can handle complex data architectures and large task matrices.
  • Provides access to advanced capacity planning features for the per-user cost.

Cons

  • Smaller teams can face a steep learning curve and difficulties while setting up.
  • Essential capacity management tools are locked entirely out of lower tiers, forcing teams to buy the Business plan. 

Pricing

  • Free: $0 forever.
  • Unlimited: $7 per user/month.
  • Business: $12 per user/month.
  • Enterprise: custom pricing. You should contact the vendor directly.

Reviews

  • Capterra: 4.6/5
  • SoftwareAdvice: 4.6/5
  • G2: 4.6/5

7. Skedulo

Skedulo is an enterprise-grade scheduling and workforce forecasting engine built specifically for the mobile teams. What distinguishes this manufacturing capacity planning software from the others is that it manages the logistics of getting the right person to the right physical location at the exact right time.

Best for

Managing and scheduling mobile and field-based workforces that require complex matching of physical locations and skills. 

Industries

  • Telecommunications.
  • Residential services.
  • Healthcare.
  • Energy and utilities.
  • Nonprofit.
  • Real estate.
  • Public sector.

Core features

  • Intelligent scheduling engine. This capacity planning feature automatically pairs jobs with field technicians or remote workers using AI-powered logic. 
  • Built-in route optimization. The capacity planning tool uses GPS and dynamic mapping to map out the most efficient travel paths for field reps.
  • Mobile app that is capable of working offline. Field workers can update job statuses or fill out forms on-site, fill out forms on-site

Pros

  • Mobile app gives workers on-the-go tool to handle day-to-day tasks.
  • Can manage complex scenarios.
  • Offers great developer APIs and informative data schemas.

Cons

  • This software for capacity planning has a steep learning curve.
  • Can suffer from slow load times.

Pricing

Is available only upon a request.

Reviews

  • Capterra: 4.5/5
  • SoftwareAdvice: 4.5/5
  • G2: 4.1/5

8. Celoxis

Celoxis

Compared to other team capacity planning tools on this list, Celoxis wins on heavy-duty engine performance. It is a project portfolio management (PPM) system built for companies that need to tightly couple resource capacity with deep financial analytics and complex multi-project governance. It analyzes whether the resources are utilized efficiently and how a delay on one task impacts the entire corporate portfolio.

Best for

Mid-to-large enterprise PMOs and professional services organizations that require heavy-duty project portfolio management (PPM) alongside deep financial forecasting. 

Industries

  • Information technology and enterprise software.
  • Healthcare.
  • Financial services and banking.
  • Aerospace and defense.
  • Engineering.

Core features

  • Real-time workload charts. This forecasting capacity planning software dynamically tracks and displays resource loads and employee efficiency across the entire company portfolio.
  • Automatic resource scheduling. Also this capacity planning tool automatically adjusts project schedules based on real-world constraints.
  • Financial forecasting. This feature links resource hours directly to project budgets.

Pros

  • Eliminates the need for standalone tools.
  • Excels at handling massive portfolios.
  • Managers can oversee dozens of projects simultaneously.

Cons

  • The depth of advanced features leads to a steep learning curve.
  • User interface isn’t minimalistic enough and can feel overwhelming for some users.

Pricing

  • Core: starts from $10 per standard user.
  • Essentials: starts from $25 per standard user.
  • Professional: starts from $35 per standard user.
  • Business: starts from $45 per standard user.
  • Enterprise: custom pricing. You should contact the vendor directly.

Reviews

  • Capterra: 4.4/5
  • SoftwareAdvice: 4.4/5
  • G2: 4.6/5

How to choose your perfect capacity planning tool?

How to choose your perfect capacity planning tool

Choosing the right capacity planning tool comes down to matching the software’s capabilities with your team’s operational complexity. 

1. Match the capacity planning tool to your planning horizon. 

Understand for how long you need the capacity planning tool. Because long term and short-term options serve absolute different purposes:

  • Short-term: If your main struggle is figuring out who is working on what this week, look for capacity planning software with robust visual drag-and-drop resource scheduling and real-time utilization heatmaps.
  • Long-term: If you need to plan hiring budgets and project intake 6-18 months out, prioritize capacity planning software options that offer role-based placeholders and “what-if” scenario modeling. 

2. Evaluate the sophistication of skills of your team.

A capacity planning tool is only as good as its ability to find the right person for the job. If your team is highly specialized, you need a platform with advanced skills-tagging. For generalist teams, a simpler system that tracks capacity purely by department or role will prevent unnecessary administrative clutter. 

3. Check for real-time financial tracking.

Capacity and profitability are deeply linked. If you manage client-facing or billable work, choose a tool that integrates time tracking with financial analytics. It should calculate scheduled vs. actual time, track billable vs. non-billable hours, and provide clear forecasts on project margins so you can spot unprofitable work before it hurts your bottom line. 

4. Evaluate integrations.

Decide how the tool will fit into your existing software ecosystem. If you already use robust project management platforms (like Jira or Asana), look for a specialized capacity planning tool with seamless, two-way integrations. If your workflow is fragmented, an all-in-one project portfolio management (PPM) system might be better, though it will come with a steeper learning curve for your team. 

Read More: 3 Essential Types of Capacity Planning Strategies and When to Use Them

Final words about capacity planning software

I want to finish this article with a self-explanatory quote:

“Working at maximum capacity is a bad thing and can lead to slower release cycles, burn out and more stress… I believe that teams which plan to their effective capacity are more flexible, less stressed and deliver better.”

Peter Lafferty

No matter which industry you’re operating in or how big your company is. Without proper capacity planning, teams are likely to waste their resources surprisingly fast and later wonder what exactly went wrong. However, with the help of the right capacity planning software, you can not only keep the acceptable levels of productivity, but increase efficiency and profitability.

If you’re looking for a reliable capacity planning tool, draw your attention to Epicflow. Contact our experts to understand if this solution can increase the efficiency of your workflows and boost your ROI.

Frequently asked questions about capacity planning software

1. What is capacity planning software?

Capacity planning software is a tool that analyzes and models your team’s total available work hours against current and upcoming project demands. It ensures that work is distributed efficiently. Additionally, such resource planning software automatically flags who is overbooked or underutilized, helping organizations prevent team burnout and predict exactly when they need to hire more staff.

2. What tools are available for capacity planning?
  • Epicflow – Best for multi-project environments with constrained resources.
  • Kantata – Best for professional services enterprises needing to tie capacity directly to project financials and margins.
  • Productive – Best for mid-sized agencies looking for an all-in-one tool.
  • Monday.com – Best for growing teams needing a highly customizable workload tracker.
  • Parallax – Best for digital agencies that want to pull pipeline data from their CRM to forecast hiring needs.
  • ClickUp – Best for multi-departmental teams.
  • Skedulo – Best for mobile workforces with complex field service scheduling.
  • Celoxis – Best for large enterprises requiring deep project portfolio management (PPM).
3. What tools help with R&D capacity planning?

The tools that can help you with R&D capacity planning are Epicflow, Planview, Celoxis, and Jira.

4. What is capacity planning in ERP?

Overall, capacity planning is a process of balancing your production schedule with your real-world resource constraints. On the one hand, it can be physical resources like machinery or equipment, but on the other hand, it can be people, knowledge, software, skills, data. It helps properly allocate available resources to avoid overbookings and underutilization.

5. What are the four steps of capacity planning?
  • Step #1 Forecast future demand. Analyze your upcoming projects, market trends, and historical data to estimate exactly how much time and resources will be required over a defined period.
  • Step #2 Calculate current capacity. Review your current resources for available time and skills to understand realistic utilization rates.
  • Step #3 Evaluate gaps between what you have and what you need. Compare forecasted demand against calculated capacity to identify bottlenecks or talent shortages.
  • Step #4 Adjust and implement. Ultimately, adjust your resources to needed capacity. Hire extra talent or change timelines if required.
6. How capacity planning tools prevent team burnout?
  • They visualize true team capacity. They map out a team member’s actual hours or complexity of assigned tasks in real time, so every inefficiency can be seen immediately.
  • They prevent double-bookings. The capacity planning tool tracks shared resource pools across all active projects simultaneously, so managers are protected from accidentally scheduling the same person for overlapping deadlines.
  • What-if analysis. Before taking on a new project, leadership can simulate the extra work in a sandbox environment to see exactly how it affects team stress levels.
7. How do you create a capacity plan?

To create a capacity plan, you must first calculate your team’s actual available work hours and forecast the total demand of your upcoming project pipeline. Once you compare the two to identify resource gaps, you can proactively hire or reallocate tasks to keep your workloads perfectly balanced.

8. Is capacity planning the same as resource management?

No. Even though they are closely related, these are processes that operate at different levels.

  • Capacity planning is a strategic process of analyzing available resources and their ability to cover future demand.
  • Resource management is the tactical process of scheduling and assigning specific individuals to day-to-day tasks.
9. What are examples capacity planning?

Imagine that an IT firm uses capacity planning to scale up cloud server bandwidth right before a massive retail holiday rush to prevent website crashes. Similarly, a creative agency maps out its design team’s available hours to ensure they can take on a new product launch without causing employee burnout or missing deadlines.

10. Can you do capacity planning in Excel?

Yes, you can use Excel for capacity planning as it allows you to build custom resource templates with pivot tables and conditional formatting. However, unfortunately, it lacks live data syncing, requiring heavy manual updates, consequently, quickly becoming error-prone.

References

  1. https://www.runn.io/blog/resource-management-statistics
  2. https://www.researchgate.net/publication/230285584_Capacity_Planning
  3. https://www.researchgate.net/publication/388859247_THE_EFFECT_OF_CAPACITY_PLANNING_ON_SUPPLY_CHAIN_PERFORMANCE_OF_MANUFACTURING_FIRMS
  4. https://www.researchgate.net/publication/223616425_The_challenges_of_capacity_planning
  5. https://www.researchgate.net/publication/3426592_Capacity_planning_An_essential_tool_for_managing_Web_services
  6. https://www.researchgate.net/publication/388478866_Capacity_Planning_in_Cloud_Computing_A_Site_Reliability_Engineering_Approach_to_Optimizing_Resource_Allocation
  7. https://www.researchgate.net/publication/229215223_Contingency_theory_of_capacity_planning_The_link_between_process_types_and_planning_methods
  8. https://www.researchgate.net/publication/358613159_Capacity_planning_and_production_scheduling_integration_improving_operational_efficiency_via_detailed_modelling
News
June 24, 2026

Jira Capacity Planning: The Complete Resource Planning Guide

What is capacity planning?

First of all, let’s discuss, “What is capacity”?

The term “capacity” means the maximum amount of work that a team or production system can realistically complete within a specific timeframe [3].

To be more precise, I’ll give you an example. Imagine an apple tree and an empty bucket. In this analogy, the bucket will be the team’s capacity, while apples will be work the team needs to complete. No matter how many apples you want to put into this bucket, it can hold a limited number of fruits before they start spilling over the edges. 

You cannot force a 50-apple project into a 30-apple bucket just because the client or stakeholder wants you to. Instead, you have two logical strategic choices:

  1. Get a bigger bucket (increase team capacity by hiring more people or, for instance, optimizing workflows) [6].
  2. Leave some apples on the tree for later (manage demand by prioritizing the backlog and pushing lower-priority tasks to the next sprint) [6].

Read More: A Complete Guide to the Leading Resource Management Tools in 2026

What is сapacity planning in Jira?

Capacity planning in Jira is the data-driven process of matching your team’s available working hours or story points against the estimated effort of the tasks in your backlog.

Essentially, it is a resource management practice that uses Jira’s tracking features to ensure the volume of work assigned to a team or individual does not exceed their actual availability during a given period of time.

Read More: The Next Generation of PMO Tools: How to Choose the Perfect One for You

What are the benefits of Jira capacity planning?

Benefits of Jira capacity planning

Below we’ve listed some of the benefits of capacity planning with Jira software.

  1. Delivery becomes more predictable and reliable. Now, you don’t need to guess what a team can finish by a specific deadline. Resource capacity planning in Jira uses historical velocity data to calculate future output.
  2. It prevents burnout and balances workloads. Over-allocating work leads to cognitive fatigue and increased bugs. Jira resource capacity planning instantly flashes red when a team or individual is over-allocated. It, in turn, allows managers to reassign tasks between specialists before the sprint begins.
  3. Solves the problem of too much dependency on a single key expert. Relying too heavily on a single specialist (e.g., a senior architect or DevOps engineer) is a common project risk. Jira capacity planning allows you to track individual availability alongside team availability.
  4. You can manage scope creep in real time. Scope creep is unplanned changes that stakeholders or top management make when everything is already planned. Capacity planning tools visualize the impact of changes on team velocity, while advanced features like “what-if” analysis can predict how changes in one project will affect the entire portfolio.
  5. It optimizes resource efficiency. Jira resource capacity planning ensures that your specialists won’t be accidentally double-booked or booked at 100% capacity. It also can adjust schedules to prevent burnout and leave room for emergent fixes or unplanned work.

Interested in this topic? Read other articles at our blog to learn how leading development teams scale their workflows.

Read More: Tired of MS Project? 16 MS Project Alternatives for Modern Teams

What are the best Jira capacity planning tools?

Best Jira capacity planning tools

We were talking a lot about resource capacity planning itself, so now it’s time to take a closer look at the exact Jira capacity planning tools.

ActivityTimeline: for resource planning and time tracking.

ActivityTimeline

Best for

Visual resource planning and individual capacity tracking. 

Core strength

This resource capacity planning tool provides an interactive dashboard (resembling a calendar or timeline grid) where managers can drag and drop Jira tasks directly onto a team member’s schedule [4]. 

Key features

  • Individual and Team views. Drills down past macro team metrics to see if an individual contributor is overbooked on a specific day. 
  • Skill and Position filters. This capacity planning feature allows filtering of resources by expertise to allocate the right person to the right task. 
  • Leave and holiday management. Tracks vacations, sick leaves, and public holidays inside the planner. 

Tempo Planner: for resource planning and capacity planning.

Tempo Planner

Best for

Enterprise-grade resource optimization and centralized capacity planning. 

Core strength

As one of the most widely used capacity planning tools in the Atlassian ecosystem, it excels at long-term capacity forecasting. It seamlessly integrates with Tempo Timesheets (for actuals tracking) and Tempo Budgets (for financial tracking). 

Key features

  • Creates centralized resource pools. Among other Jira capacity planning tools, this one enables the creation of shared teams across multiple projects, which prevents cross-functional specialists from being double-booked.
  • Allows you to analyse utilization rates. Provides high-level dashboards showing planned vs. actual time to calculate true team capacity and efficiency.
  • Generic resource placeholders. This capacity and resource planning feature allows project managers to plan capacity using a placeholder before assigning tasks to specific individuals.

BigPicture: project management and PPM.

BigPicture

Best for

Scaled Agile Framework (SAFe) and classic project portfolio management (PPM). 

Core strength

BigPicture is a comprehensive portfolio management powerhouse. While other tools focus strictly on time and team capacity, BigPicture connects resource capacity planning directly to cross-project dependencies and strategic initiatives. 

Key features

  • Advanced resource capacity planning module. This instrument for capacity planning in Jira displays a synchronized panel showing Gantt charts on top and real-time team allocation/capacity bars on the bottom.
  • Cross-project dependency mapping. Shows how shifting a task due to a team capacity constraint will impact the timeline of an entirely separate project.
  • SAFe support. Includes specialized modules for Program Increment (PI) planning and agile board configurations across massive scale.  

Capacity Tracker.

Capacity Tracker

Best for

Agile capacity planning and teams (Scrum & Kanban) seeking a lightweight way to prevent overcommitments. 

Core strength

It is built specifically to operate cleanly inside standard Jira Scrum and Kanban boards without adding administrative complexity. 

Key features

  • Sprint availability matrix. Simplifies sprint planning and allows team members to quickly input their availability for the upcoming sprint directly from the board.
  • Live workload tracking. Aggregates story points or time tracking estimates instantly as tickets are groomed and assigned.

Read More: 10 AI Project Management Tools to Pay Your Attention to in 2026

What are the best practices of capacity planning for agile teams?

Best practices of capacity planning for agile teams

Resource planning and tracking

1. The Buffer rule (plan at 70-80%).

The most common point of failure in resource capacity planning in Jira is assuming 100% efficiency. But people are not machines. Capacity and resource planning for a full 40 hours of deep project work per week results in missed deadlines and burnout. Cap your team allocation at 70–80% of total available time.

2. Isolate net capacity from gross availability.

Gross availability is simply the number of working days on a calendar. Net capacity is the actual time available for project tasks. Before committing to a sprint backlog, subtract company holidays, planned personal time off (PTO), and dedicated learning or hackathon days directly within your tracking capacity planning software.

3. All work should be tracked.

For short-term execution (sprints), Story Points are superior because they measure task complexity and abstract effort. However, for long-term financial budgeting, leadership requires hours. Use your historical velocity to find your team’s unique conversion ratio. 

Multiple teams management

1. Create a centralized resource pool to prevent double-booking.

In organizations with complex, multi-project workflows, cross-functional specialists are frequently shared across multiple product teams. Without centralization, they risk being booked at 100% capacity on three different boards simultaneously. Capacity planning software creates a single source of truth and automatically tracks resource dependencies across different projects simultaneously [5]. 

2. Standardize estimation scales across interdependent teams.

When teams share dependencies or work toward a unified release train, standardize your estimation baseline. In this case, standardizing data inputs allows multi-team portfolio timelines to run dynamic automated scheduling without skewing the predictive metrics.

Read More: Product Portfolio Management Tools: Complete Guide to Choosing the Best Solution in 2026

Final thoughts

Jira resource capacity planning isn’t an easy process, but it pays off in much more predictable outcomes, reduced team burnout, and a highly optimized allocation of your most valuable assets: your people. When you don’t rely on your gut feeling and start to create your capacity planning plan with the help of mature tools like Jira, it brings your processes to an absolutely new level.

As you navigate the inevitable shifts in day-to-day operations, consider the timeless insight shared by Winston Churchill [7]: 

“Those who plan do better than those who do not plan, even though they rarely stick to their plan source.” 

If you’re not sure that you can implement these tools into your workflows independently, HYS Enterprise‘s dedicated developer team knows how to do it without losing efficiency. Book a call with our experts today to identify capacity bottlenecks and seamlessly integrate the right resource management tools for your business. 

FAQs

1. What is Jira capacity planning?

Jira capacity planning is the process of matching your team’s available working hours (or story points) against the volume of work in your backlog. This process is extremely important to ensure that you commit to realistic goals during sprint or project planning and helps prevent delays.

2. Does Jira have capacity planning built in?

Yes, but it depends on your version. Basic Jira doesn’t offer comprehensive resource capacity planning tools out of the box. However, if you use Jira Premium or Enterprise plans, you gain access to native cross-project capacity planning and resource leveling [8].

3. How do I track team utilisation in Jira?

You can track team utilization natively in Jira Plans, comparing the team’s total maximum resource capacity against the estimated hours assigned to them.

4. Can Timesheet Builder handle multiple teams?

Yes, absolutely. Plugins like Timesheet Builder are specifically designed to handle multiple teams simultaneously. Team leads can create independent teams, assign unique user roles, and apply custom holiday/workload calendars to ensure reliable sprint planning across the entire organization.

5. What are the benefits of Jira capacity planning?
  • Delivery becomes more predictable. Accurate data helps you hit project deadlines with higher consistency.
  • It prevents team burnout. It visualizes workload so you can redistribute tasks before a team member becomes overloaded.
  • It helps effectively manage scope creep. Instantly shows the resource impact of adding new features mid-project.
  • 6. What is the difference between velocity and capacity?
  • Velocity is a historical metric that measures the amount of work (usually in story points) a team completed in previous sprints [9].
  • Capacity is a forward-looking metric that calculates how much availability the team has for the upcoming sprint, factoring in upcoming holidays, vacations, and administrative overhead [10].
  • 7. How do I set capacity for an individual in Jira?

    In Jira Plans, you navigate to the Teams view, locate the individual team member, and define their specific weekly hours. To make this calculation precise, you can associate them with specific workload calendars and input their planned leave or company holidays, automatically recalculating their net availability [11].

    8. How is AI used in Jira capacity planning today?

    AI greatly reduces the guesswork in modern agile planning. It uses Natural Language Processing (NLP) to scan historical ticket descriptions and metadata. As well, it automatically flags hidden complexities or suggests risk-adjusted story point estimates. AI is also used to run “What-If” scenario simulations, predicting how team changes or shifting dependencies will alter your overall capacity layout.

    9. What are the common pitfalls of capacity planning?
  • Over-allocating work to your single most experienced specialist, creating a single point of failure.
  • Forgetting about administrative overhead. Failing to subtract hours spent on recurring meetings, email, or Slack coordination.
  • Ignoring historical data. Relying entirely on gut feeling or best-case scenarios instead of looking at actual historical velocity.
  • 10. Should we plan at 100% capacity?

    No, you should never plan at 100% capacity. It leaves zero room for error and leads to missed deadlines whenever an emergency bug or sick day arises. Best practices recommend planning at 70–80% resource capacity, reserving the remaining 20% as a vital buffer for unplanned work and technical debt resolution [12].

    References

    1. https://www.researchgate.net/figure/BM-System-Science-Institute-Relative-Cost-of-Fixing-Defects_fig1_255965523
    2. https://www.iq-it.co.uk/blog/hidden-cost-of-context-switching#:~:text=Every%20interruption%20costs%20more%20than,how%20to%20take%20it%20back.
    3. https://www.researchgate.net/publication/223616425_The_challenges_of_capacity_planning
    4. https://activitytimeline.com/
    5. https://www.researchgate.net/publication/404469659_Strategic_Capacity_Planning_for_Enhancing_Business_Performance_in_the_Transport_Sector
    6. https://www.researchgate.net/publication/341672649_Efficient_Techniques_for_Leading_Teams_Building_and_Improving_Teamwork
    7. https://quotefancy.com/quote/940233/Winston-Churchill-Those-who-plan-do-better-than-those-who-do-not-plan-even-should-they
    8. https://www.atlassian.com/software/jira/pricing
    9. https://www.researchgate.net/publication/344751140_A_Definition_of_Velocity_Explaining_the_Irreversibility_of_the_Arrow_of_Time_and_Predicting_the_Measurability_of_Absolute_Motion
    10. https://www.researchgate.net/publication/315148637_Capacity_A_Literature_Review_and_a_Research_Agenda
    11. https://www.atlassian.com/software/jira
    12. https://essay.utwente.nl/fileshare/file/81541/Denekamp_MA_BMS.pdf
    News
    June 19, 2026

    The Definitive Guide to Enterprise Project Management Software for 2026

    What is enterprise project management software?

    At its core, project management software for enterprise is an advanced software solution designed for large organizations to plan and efficiently execute complex projects that are connected by constrained resources and their dependencies.

    Basic project management tools can’t even stand next to these complex systems. While traditional PM software is used for managing single projects and exact engineering teams, sophisticated enterprise PM software helps companies:

    • Optimize resource allocation.
    • Manage multiple projects and teams at once.
    • Control risks and create mitigation plans.
    • Predict possible bottlenecks and deal with them as early as possible.

    Read More: The Next Generation of PMO Tools: How to Choose the Perfect One for You

    What are the key differences from standard project management tools?

    The easiest way to understand enterprise project management is to compare it to standard project management software, which we were quickly discussing above.

    Standard project management Enterprise project management
    Primary user Individual teams and project managers C-suite executives, PMOs, department heads 
    Scope Single projects and team collaboration  Portfolios of hundreds of interconnected projects 
    Resource management  Basic task assignment and individual workloads  Global resource forecasting and capacity planning
    Customization and security Standard out-of-the-box features and basic permissions  Highly customizable workflows and strict data compliance (SOC2, HIPAA)

    What are the core functions of enterprise project management?

    What are the core functions of enterprise project management

    Why do companies need enterprise project management? That is the question we’ll address below. 

    1. It helps to align all projects with business strategy. Enterprise project management ensures that every project undertaken directly supports the company’s long-term goals. In this case, it prevents wasting budget on low-priority initiatives [1].
    2. It helps optimize available resources and utilize them in the most efficient possible way. Also, enterprise project management provides a full picture of the workforce’s skills and availability, which allows organizations to maximize efficiency and prevent team burnout.
    3. It helps track dependencies across projects. Thanks to enterprise project management, you can map out connections between different initiatives, which, in turn, helps managers see how a delay in one department will impact timelines across the entire company [1].
    4. It helps identify and mitigate risks. As well, it becomes easier to track risks because specialized software systematically identifies potential bottlenecks and financial risks early. Consequently, you can create backup plans before a crisis occurs.
    5. It helps standardize methodology and governance. Ultimately, enterprise project management establishes a unified framework for how projects should be managed, reported, and secured. All that, in combination, ensures consistent quality and compliance across all business units.

    Read More: 3 Essential Types of Capacity Planning Strategies and When to Use Them

    What are the key features of enterprise project management software?

    What are the key features of enterprise project management software

    Project portfolio management

    This feature in enterprise PM software aggregates all company initiatives into a single dashboard and allows executives to prioritize high-value projects to align them with overarching business strategies. This ensures resources are spent only on goals that move the company forward [2]. 

    Resource management

    This feature in modern EMP software tracks the availability, skills, and workloads of dozens of employees across the entire organization. It helps managers forecast hiring needs and prevent team burnout by accurately balancing assignments [3].

    Financial management and budget control

    The main need of every business is to accurately track its budget spending. These enterprise project management software features provide real-time tracking of project expenses against original forecasts. This, in turn, allows organizations to maintain strict financial governance and catch budget overruns before they happen. 

    Reporting and analytics

    This is the most important enterprise project management software capability for executives. It uses business intelligence to generate dashboards and reports for stakeholder review. These automated insights help leadership make data-driven decisions based on accurate performance metrics [5]. 

    Risk management

    This component of advanced project management software allows teams to identify and deal with potential bottlenecks or project threats before they impact timelines. By mapping out mitigation strategies early, large-scale problems are minimized [4]. 

    Integration capabilities

    Thanks to this capability in EMP software, you can seamlessly connect with other critical enterprise systems like ERPs, CRMs, HR platforms, databases, etc. This ensures data flows smoothly across the company without manual duplication [6].

    Security and compliance

    All enterprise data is private, and the consequences of its leakage might be irreversible. For this reason, tools for enterprise project management provide enterprise-grade security protocols that include:

    • Single sign-on (SSO) [8].
    • Role-based access controls [8].
    • Strict adherence to data regulations like GDPR, HIPAA, or SOC 2 [8].

    This guarantees that sensitive corporate data and intellectual property remain protected.

    Read More: Tired of MS Project? 16 MS Project Alternatives for Modern Teams

    Best enterprise project management software comparison

    Software Best for Pricing User reviews
    Asana Cross-functional collaboration and clear goal/OKR mapping across departments.  Personal: $0 (Free)

    Starter: $10.99/user/month

    Advanced: $24.99/user/month

    Enterprise: Custom pricing

    Capterra: 4.5/5

    G2: 4.4/5

    SoftwareAdvice: 4.5/5

    Epicflow Complex multi-project pipelines and workflows. Growth: €22.50/user/month (annual billing)

    Enterprise: custom pricing

    Capterra: 5/5

    G2: 4.4/5

    SoftwareAdvice: 5/5

    Monday work management Non-technical teams looking for a highly visual “Work OS”.  Free: €0

    Basic: €9/seat/month

    Standard: €12/seat/month

    Pro: €19/seat/month

    Enterprise: Custom pricing 

    Capterra: 4.6/5

    G2: 4.7/5

    SoftwareAdvice: 4.6/5

    Wrike Versatile work management across diverse departments.  Free: $0

    Team: $10/user/month

    Business: $25/user/month (annual only)

    Pinnacle / Apex: Custom pricing

    Capterra: 4.4/5

    G2: 4.2/5

    SoftwareAdvice: 4.4/5

    Smartsheet  Teams who want a spreadsheet-familiar interface. Pro: $9/member/month

    Business: $19/member/month

    Enterprise / Advanced: Custom pricing 

    Capterra: 4.5/5

    G2: 4.4/5

    SoftwareAdvice: 4.5/5

    ClickUp  All-in-one software tool.  Free Forever: $0

    Unlimited: $7/user/month

    Business: $12/user/month

    Enterprise: Custom pricing 

    Capterra: 4.6/5

    G2: 4.6/5

    SoftwareAdvice: 4.6/5

    Jira  Technical software engineering teams.  Free: $0

    Standard: $7.91/user/month

    Premium: $14.54/user/month

    Enterprise: Custom pricing 

    Capterra: 4.5/5

    G2: 4.3/5

    SoftwareAdvice: 4.4/5

    Microsoft Planner  Deep native collaboration inside the Microsoft 365 ecosystem.  Basic: Included in M365 suites

    Plan 1: $10/user/month

    Plan 3: $30/user/month

    M365 Copilot: +$30/user/month 

    Capterra: 4.3/5

    G2: 4.2/5

    SoftwareAdvice: 4.3/5

    Zoho Projects  Operational teams focused on pipeline metrics.  Free: €0

    Premium: €4/user/month

    Enterprise: €9/user/month

    Ultimate: €14/user/month 

    Capterra: 4.5/5

    G2: 4.3/5

    SoftwareAdvice: 4.5/5

    Read More: 10 AI Project Management Tools to Pay Your Attention to in 2026

    Top enterprise project management software

    Asana for cross-functional teams

    Asana

    Asana is one of the leading enterprise project management software solutions that focuses mostly on team collaboration and project alignment. This project management app is designed to connect completely different teams into unified workflows.

    Best for

    Mid-to-large enterprises where employees regularly report to multiple stakeholders and collaborate heavily across different departmental boundaries. 

    Standout features

    • Multi-Homing (tasks in multiple projects). This feature allows a single task to live simultaneously in multiple different projects without duplicating the data.
    • Universal workflow builder. It is a no-code workflow builder that allows both technical and non-technical users to build custom rules and triggers spanning multiple departments. 
    • Ability to create goals and OKRs. Directly links day-to-day tasks to high-level company objectives. This gives disparate project and engineering teams visibility into why their shared project matters and tracks milestone percentages automatically as individual tasks are completed. 

    User reviews

    • Capterra: 4.5/5
    • G2: 4.4/5
    • SoftwareAdvice: 4.5/5

    “To me, it is just so simple to use. I find it easy to set projects up, and tasks and I love the reminder emails so I don’t miss anything. I love that my clients can message via this tool.” [10]

    Nicola R., review from SoftwareAdvice.

    Pricing

    • Personal: $0 – forever free version.
    • Starter: $10,99
    • Advanced: $24,99
    • Enterprise: contact sales to get exact pricing.

    Epicflow for complex multi-project management

    Epicflow

    Epicflow is an AI-powered enterprise project portfolio management software that allows companies to manage complex resource dependencies and dynamically prioritize the most valuable projects. Its predictive analytics and powerful scenario analysis features help organizations predict possible bottlenecks in advance, using artificial intelligence and historical data [7].

    Best for

    Multi-project management in engineering, aerospace, defense, telecommunications, automotive, and heavy manufacturing sectors that rely on strict pipeline execution and specialized skill tracking. 

    Standout features

    • What-if scenario planning. Allows managers to safely test changes in a sandbox environment to instantly see the ripple effect it will have on everyone’s workload. 
    • Dynamic project and task prioritization. Epicflow uses algorithms to automatically calculate task priority based on actual data demand and project buffer health across the entire portfolio. 
    • Seamless integrations. Integrates seamlessly with project management software platforms like Jira, MS Project, Primavera, and Oracle. It ensures real-time synchronization without replacing your current daily workflows [9].

    User reviews

    • Capterra: 5/5
    • SoftwareAdvice: 5/5
    • G2: 4.4/5

    “I love that Epiclfow calculates future load and shows the possible resource constraint before it becomes a problem.”

    Dean R., Marketing Product Manager – Palmer and Harvey.

    Pricing

    Has two paid plans:

    • Growth: €22.5 monthly/billed annually. This plan also has a 30-day free trial.
    • Enterprise: has custom pricing. You should contact the sales manager.

    Interested in collaboration with Epicflow? Contact our experts to get a detailed consultation on how this solution can boost your efficiency. 

    Monday Work Management for visual project management

    monday dev

     

    Monday Work Management is extremely flexible and clear compared to other enterprise project management software. Its strength lies in a highly intuitive interface that doesn’t feel cluttered like legacy project management apps.

    Best for

    Companies looking for an enterprise project management software that non-technical users and department heads can easily customize on the fly without interrupting the IT department. 

    Standout features

    • Smart AI-powered workflows. It is a suite of embedded machine-learning features that continuously monitors project data behind the scenes. This built-in AI detects impending deadline conflicts, automatically flags portfolio-level timeline risks, and dynamically suggests optimal task reassignments based on resource allocation and a team member’s current workload and historical performance metrics.
    • No-code automation builder. This is a visual automation engine with over 100 customizable triggers and actions. Thanks to it, non-technical users can instantly build complex cross-departmental workflows.
    • Multi-board aggregation dashboards. Enterprise-grade dashboards that pull data from up to 50 separate project boards simultaneously. 

    User reviews

    • Capterra: 4.6/5
    • G2: 4.7/5
    • SoftwareAdvice: 4.6/5

    “Overall, monday.com has been a net positive for how I manage work and lead my team. It brought structure to what used to feel chaotic, and gave everyone (myself included) a clearer sense of ownership and accountability.”

    Krishna S., review from SoftwareAdvice.

    Pricing

      • Free: €0 – forever free plan.
      • Basic: €9 seat/month. 
      • Standard: €12 seat/month.
      • Pro: €19 seat/month.
    • Enterprise: custom pricing. You should contact the vendor.

    Wrike for versatile work management

    Wrike

    If we take a look at Wrike, its positioning differs from the other enterprise project management software. This solution positions itself as a robust enterprise work management platform. It combines the deep, structured tracking of legacy project management office (PMO) software with the flexible execution layer needed by fast-moving marketing, IT, operations, and professional services departments [11]. 

    Best for

    Mid-to-large corporations require unified visibility across vastly different team disciplines. 

    Standout features

    • Native approvals. This feature in project management software allows stakeholders to review and approve digital assets directly inside task cards, accelerating delivery for creative and operations teams.
    • Dynamic request forms. Utilizes conditional logic intake forms that auto-save user progress. When an internal or external stakeholder submits a request, Wrike reads the form answers and automatically builds out the entire project structure.
    • Built-in AI agent builder. Wrike provides a no-code environment where space administrators can design autonomous, specialized AI agents. These agents can autonomously execute multi-action chains or route approval requests.

    User reviews

    • Capterra: 4.4/5
    • G2: 4.2/5
    • SoftwareAdvice: 4.4/5

    “I’ve really enjoyed working with Wrike. My company has a monthly meeting setup so that we can connect with Wrike staff to make updates to our agreement or get assistance with any bugs or issues we’ve experienced in our user base.” 

    John S., review from SoftwareAdvice.

    Pricing

    • Free: $0 user/ month – forever free plan.
    • Team: $10 user/ month.
    • Business: $25 user/ month.
    • Pinnacle: custom pricing. You should contact the vendor.
    • Apex: custom pricing. You should contact the vendor.

    Smartsheet for spreadsheet-like interface

    Smartsheet

    If we compare Smartsheet to other tools for project management on this list, we’ll see that its main distinguishing feature is its Excel-familiar interface. It, in turn, makes it easy for teams that were relying heavily on Microsoft Excel to migrate to this enterprise project management software.

    Best for

    Corporations looking to upgrade to an enterprise-grade portfolio tool without forcing their employees through a steep learning curve. 

    Standout features

    • Control Center. This feature is designed to standardize project creation at scale. When a new initiative is approved, it automatically duplicates entire project structures. 
    • Links multiple sheets together. This is a data governance feature that allows managers to share specific rows or columns with external vendors or cross-functional team members without exposing the entire underlying sheet or confidential budget data.
    • Advanced AI-powered features. An advanced AI integration that connects live project data to enterprise LLMs. Teams can use natural language prompts to generate complex formulas for multiple sheets at the same time or, for example, ask their AI assistant to autonomously build data-heavy dashboards from scratch.

    User reviews

    • Capterra: 4.5/5
    • G2: 4.4/5
    • SoftwareAdvice: 4.5/5

    “Overall, my experience with Smartsheet has been positive. It is a reliable platform for project collaboration, task tracking, approvals, and process management.”

    Basel E., review from SoftwareAdvice.

    Pricing

    • Pro: $9 per member/​month.
    • Business: $19 per member/​month.
    • Enterprise: custom pricing. You should contact the vendor.
    • Advanced Work Management: custom pricing. You should contact the vendor.

    ClickUp for all-in-one solutions

    ClickUp

    The slogan of this solution is “one app to replace them all,” and it is self-explanatory. ClickUp’s main goal is to unify all capabilities needed by enterprises into a single solution, so that teams don’t need to pay for separate subscriptions for different project management software and tools like resource management or budget tracking. 

    Best for

    Companies looking for all-in-one enterprise software project management to cut SaaS subscription costs and eliminate data fragmentation.

    Standout features

    • No-code AI agents. These autonomous agents are built directly into ClickUp’s multi-LLM engine. They can process simple natural language prompts in English to manage workflows of different complexity.
    • Deep workspace hierarchy. This project management software offers a unique workspace structure that allows companies to scale large portfolios across separate departments without breaking smaller business processes.
    • Native AI planner. It automatically schedules tasks and balances team capacity directly within user calendars.

    User reviews

    • Capterra: 4.6/5
    • G2: 4.6/5
    • SoftwareAdvice: 4.6/5

    “I really like the AI-assisted chatbot that helps me to summarize tasks, track project updates, and find tasks that are duplicates and stuck.”

    Jerry L., review from SoftwareAdvice.

    Pricing

    • Free forever: $0 forever.
    • Unlimited: $7 per user/month.
    • Business: $12 per user/month.
    • Enterprise: custom pricing. You should contact the vendor. 

    Jira for tech-oriented enterprises

    Jira

    Among other tools for multi-project management in the market, Atlassian’s Jira is the one that everyone surely knows about. It is purposely built for technical companies that need to manage the software development lifecycle (SDLC) and handle highly technical workflows of engineering teams or organizations.

    Best for

    Large-scale technology organizations that require precise tracking of code changes, bugs,  and releases. 

    Standout features

    • Deep CI/CD pipeline and code integration. Features live synchronization with major repositories and deployment hubs like GitHub, GitLab, Bitbucket, and Jenkins. Project management specialists can track build statuses and pull requests directly inside a Jira ticket without leaving the platform.
    • Change risk management. This feature analyzes historical deployment data to automatically score the technical risk of a code or system change before it goes live.
    • Developers AI agents. These specialized AI agents can autonomously generate a Jira issue with reproduction steps to solve bugs or production problems.

    User reviews

    • Capterra: 4.5/5
    • G2: 4.3/5
    • SoftwareAdvice: 4.4/5

    “Our transition from Google Sheets to Jira has revolutionized our operations. It has made our workflow much more professional and highly productive. By automating our shipment tracking and ticket creation alerts, we’ve eliminated human error and reclaimed significant time for the team. It is a robust tool that has streamlined our entire process.”

    Sajjad M., review from SoftwareAdvice.

    Pricing

    • Free: $0 forever free plan.
    • Standard: $7.91 per user/month.
    • Premium: $14.54 per user/month.
    • Enterprise: custom pricing. You should contact the vendor.

    Microsoft Planner for Microsoft 365 users

    Microsoft Planner

    This project management solution is an indispensable part of the Microsoft Ecosystem. Microsoft Planner natively consolidates three previously separate platforms – the original Planner (team task lists), Microsoft To Do (personal management), and Project for the web (advanced scheduling) – into a single system deeply embedded within the Microsoft 365 ecosystem.

    Best for

    Enterprises that use Microsoft 365 and want to scale up their projects without purchasing external SaaS software for project management. 

    Standout features

    • Copilot project management agents. Here, an AI agent is like your virtual PMO assistant. It can naturally digest unstructured Teams meeting transcripts or Outlook emails and automatically generate reports.
    • Task chat embedded directly into Planner. Instead of disjoint task comments, Planner implements native messaging directly inside individual task cards. 

    User reviews

    • Capterra: 4.3/5
    • G2: 4.2/5
    • SoftwareAdvice: 4.3/5

    “I very useful tool for monitoring workflow/requests without being too much of a drain on time for staff using it.”

    Damian W., review from SoftwareAdvice.

    Pricing

    • Microsoft Planner: Included in Microsoft 365.
    • Planner and Project Plan 3: $30 user/month.
    • Planner Plan 1: $10 user/month.
    • Microsoft 365 Copilot: $30 user/month.

    Zoho Projects for Kanban-focused management

    Zoho Projects

    Zoho Projects is the best solution for project management in operational teams. Though it supports traditional Gantt chart views, it also has highly customizable Kanban boards, so that you can oversee your projects from multiple perspectives.

    Best for

    For multi-project management in operational teams like marketing agencies or customer support teams that need to visualize daily workflows.

    Standout features

    • Native AI assistant. Zia AI is Zoho’s digital assistant that monitors active Kanban boards. It can read through natural language prompts to surface a project and analyze its data.
    • Issue and bug tracking boards. Teams can organize software bugs or service tickets by severity, classification, or module, and drop them directly into custom columns to resolve them immediately.
    • Strict workflow governance. This feature allows teams to map out a visual flowchart of required steps for a task, so that it cannot simply be moved from “in progress” to “on review”.

    User reviews

    • Capterra: 4.5/5
    • G2: 4.3/5
    • SoftwareAdvice: 4.5/5

    “Once set up, it is a great option for a project management tool, especially if you are already using other Zoho suite tools.”

    Natalie F., review from SoftwareAdvice.

    Pricing

    • Free: €0 free forever plan.
    • Premium: €4 per user/month.
    • Enterprise: €9 per user/month.
    • Ultimate: €14 per user/month.
    • Zoho Projects Plus: custom pricing. You should contact the vendor.

    Our selection methodology

    To create a truly reliable list of best enterprise project management software, we evaluated each tool against the identical criteria:

    • Core features. We audited the ability of each platform to handle high-level project portfolio management, advanced resource allocation, complex dependencies between projects, growing risks, and, ultimately, intuitiveness of visual interface. A tool had to prove it could successfully roll up thousands of granular team tasks without performance degradation.
    • AI maturity. We prioritized enterprise project management software that integrates predictive analytics and autonomous agentic workflows. Moreover, we specifically looked for tools with scenario planning and predictive analytics that can forecast risks and budget overruns.
    • Real-world use cases. We visited the official website of each selected vendor to look for success cases and confirmed collaborations. This helped us separate marketing claims from real success cases.
    • User reviews from SoftwareADvice, G2, and Capterra. Our team analyzed dozens of verified enterprise reviews across these trusted platforms to evaluate real user experience, not only success cases.
    • Price availability and transparency. This point was especially important in our research as it allowed us to compare features offered under a specific price and evaluate which tool seems more affordable or has good value for money. This ensures organizations can accurately forecast their total cost of ownership without hidden implementation or licensing fees.
    • Suitability. We analyzed the compatibility of each enterprise PM software with different industries, third-party software tools, business types, and industry regulations. This helps companies select a platform tailored to their unique governance and operational needs.

    Read More: What is Program Management? A Deep Dive into Strategic Success and Program Leadership

    What are the benefits of using enterprise project management software?

    What are the benefits of using enterprise project management software

    Enterprise-wide visibility and control

    Project management software for enterprises breaks down departmental silos and consolidates all project data into a single source of truth. It, in turn, gives executives complete oversight of portfolios, timelines, and compliance across the entire organization. 

    Improved efficiency and productivity

    It automates repetitive administrative tasks, streamlines cross-functional workflows, and optimizes resource allocation, allowing teams to deliver high-quality work faster with fewer bottlenecks. 

    Enhanced decision-making capabilities

    It leverages real-time data and predictive analytics to provide stakeholders with actionable insights. It enables leadership to make accurate and strategic business choices with more confidence and understanding of reasons and consequences.

    Read More: Product Portfolio Management Tools: Complete Guide to Choosing the Best Solution

    Conclusion

    Let’s quickly recap the main info about the best enterprise project management software:

    • Epicflow – best for multi-project management.
    • Asana – best for cross-functional collaboration and team alignment. 
    • Monday Work Management – best for visual workflows.
    • Wrike – best for work management and strict corporate governance. 
    • Smartsheet – best for spreadsheet-heavy operations.
    • ClickUp – best all-in-one platform.
    • Jira – best for tech-oriented enterprises. 
    • Microsoft Planner – best for native integration within the Microsoft 365 ecosystem. 
    • Zoho Projects – best for Kanban-focused workflows. 

    If you want to stay up to date with the recent industry trends, subscribe to our blog using the button on the right-hand side.

    FAQs

    1. What is enterprise project management software?

    Enterprise project management software is a cutting-edge platform that is designed to give organizations a centralized view of all their projects and resources across multiple departments. It mostly focuses on business strategy and aligning all activities with the company’s goals.

    2. What are the benefits of using enterprise project management software?
    • It improves decision-making as you now have access to real-time, detailed info about all projects and activities within your portfolio.
    • It gives you greater visibility and control over current projects and historical data.
    • It significantly improves the productivity of your teams thanks to automated workflows and centralized collaboration features.
    3. How does enterprise project management software leverage AI in 2026?

    Current project management enterprise software leverages different types of AI for different purposes. For example:

    • Generative AI is used in project management tools for writing meeting summaries or generating marketing content.
    • Agentic AI is used for complex workflow automation or creating virtual assistants.
    • Predictive analytics is used for analysing historical data and predicting possible bottlenecks to come up with ways to solve them in advance.
    4. Will AI replace PMO?

    It’s hard to estimate what could happen in the future, but today nothing beats human leadership when it comes to managing human portfolios. AI is rather reshaping the way experienced specialists navigate complex project portfolios. Now, you can automate resource allocation, reporting, and budgeting, freeing the vast majority of time for more strategic activities.

    5. Does EPM software integrate with our existing ERP?

    Yes, enterprise project management software is specifically built to integrate deeply with existing ERP systems. This connection automates data syncs between project costs and corporate financial ledgers. Moreover, it eliminates manual data entry and ensures accurate tracking of labor, procurement, and overall portfolio budgets in real time.

    6. What is portfolio management in enterprise project management?

    Portfolio management is the process of managing the collection of an organization’s projects and programs to ensure they align directly with overall business objectives. Portfolio management primarily focuses on evaluating and prioritizing investments so that the company allocates its limited resources and budget to the highest-value initiatives.

    7. Why can’t AI replace project managers?

    AI can’t completely replace human project managers because it lacks the emotional intelligence needed to resolve team conflicts or manage complex stakeholder relationships. Additionally, even though artificial intelligence can analyze data, it cannot replicate the human judgment and creative problem-solving that companies need to handle unexpected crises. Finally, algorithms aren’t reliable enough yet to make multi-million dollar business decisions.

    8. Are there specific enterprise project management software tools for different industries?
    • If you manage projects within highly regulated industries with complex workflows, choose Epicflow or Wrike.
    • If you need a solution for operations teams with lightweight design, choose Asana, Zoho Projects, or Monday.
    • If you manage software development teams and IT projects, Jira is the best solution for you.
    • If you need an Excel-familiar interface, choose Smartsheet.
    • If you’re looking for an all-in-one robust solution, choose ClickUp.
    • If you operate within the Microsoft ecosystem, choose Microsoft Planner.
    9. How does enterprise project management software solve global resource allocation issues?

    Project management software enterprise solves global resource allocation issues by centralizing all needed data in one place. Thanks to this visibility, companies can track resource availability in real time and balance workloads to reach optimal capacity and prevent burnout.

    10. What is the biggest risk when migrating to a new EPM software?

    The biggest risk when migrating to a new enterprise project management software is low employee adoption and their resistance to change. When employees feel overwhelmed by a complex new system, they often slip back into using fragmented spreadsheets and silos, completely corrupting the centralized data integrity the enterprise platform was meant to build.

    References:

    1. https://www.researchgate.net/publication/354821294_Enterprise_Project_Management
    2. https://www.researchgate.net/publication/404511249_PROJECT_PORTFOLIO_MANAGEMENT
    3. https://www.researchgate.net/publication/340031677_Project_Resource_Management
    4. https://www.researchgate.net/publication/390353437_PROJECT_RISK_MANAGEMENT
    5. https://www.researchgate.net/publication/389070396_AI-driven_predictive_analytics_in_project_management
    6. https://www.researchgate.net/publication/393254870_Comparative_Analysis_of_Project_Management_Software_Functionality_Usability_and_Integration_for_Modern_Workflows
    7. https://www.epicflow.com/
    8. https://www.researchgate.net/publication/398367485_Data_Protection_and_Privacy_in_Software_Development
    9. https://www.epicflow.com/integrations/
    10. https://www.softwareadvice.com/project-management/asana-profile/
    11. https://www.wrike.com/vbh/
    News
    June 16, 2026

    Microsoft Project Online Retirement 2026: Migration Guide and Alternatives

    What is Microsoft Project Online?

    MS Project Online is a cloud-based solution for complex project management workflows. It helps a project management office (PMO) to manage cross-project activities and dependencies and for this purpose offers robust tools for resource management and strategic portfolio analysis to align every project directly with business objectives.

    Read More: Tired of MS Project? 16 MS Project Alternatives for Modern Teams

    Why is MS Project Online being retired?

    Microsoft’s decision to retire Project Online stems primarily from its legacy architecture. As the platform was built on the foundations of older SharePoint Online workflows, it doesn’t allow for developing modern and more innovative software.

    However, if Microsoft decommissioning the platform, development resources can be redirected towards modernization, specifically Microsoft 365 Copilot and the newly introduced Project Manager agent.

    Read More: The Next Generation of PMO Tools: How to Choose the Perfect One for You

    When will Microsoft Project Online retire?

    When will Microsoft Project Online retire

    The MS Project Online retirement isn’t a one-day-long process. It will unfold in a series of phased milestones:

    • October 1, 2025: End of sale for new Project Online-only licenses [1].
    • April 1, 2026: Creation of new Project Web App (PWA) site collections is officially blocked. Unused or empty PWA sites are also restricted [1].
    • September 30, 2026: Official retirement date. Access to environments, custom configurations, and associated data terminates completely [1]. 

    What does MS Project Online retirement mean for companies?

    What does MS Project Online retirement mean for companies

    Many organizations have been using Microsoft Projects Online for years. So, now, they face some consequences of MS Project Online retirement:

    • They risk losing all their data. If companies don’t export their project data to alternative solutions, it will become completely unavailable.
    • MS Project Online retirement breaks a perfectly built workflow chain. Custom scripting and automated workflows tightly coupled with PWA sites will break as parallel SharePoint deprecations take effect. 
    • Digital transformation becomes unavoidable. Because of the Microsoft Project Online retirement, without the transition to the newest, flexible systems, many companies are likely to fall behind the competitors. This transition requires an intentional window of 3 to 9 months for auditing and training teams.

    Read More: A Complete Guide to the Leading Resource Management Tools in 2026

    What are the limitations of Project Online?

    What are the limitations of Project Online

    But for years, users were experiencing several problems with Project Online. Here are some limitations that have driven MS Project Online retirement:

    • The cross-functional collaboration is poor. The tool separates planning from execution and requires teams to manually jump between Microsoft Project and everyday chat or task apps.
    • User experience is quite rigid. Customizing templates, metadata, or custom fields demands significant SharePoint administrative overhead.
    • The tool lacks native AI capabilities. The legacy code cannot support real-time conversational AI assistants and other modern features.
    • Reporting becomes siloed with time. Pulling data into cross-project portfolios or modern Power BI dashboards requires complex configurations.

    Read More: What is Program Management? A Deep Dive into Strategic Success and Program Leadership

    What are the Microsoft Project Online alternatives?

    What are the Microsoft Project Online alternatives

    In this article, we discovered not only options proposed by Microsoft itself, but also discovered other project management tools available in the market.

    What Microsoft Project alternatives does Microsoft recommend?

    1. Microsoft Planner

    This is what Microsoft primarily recommends for cloud replacement. It consolidates Project for the web, To Do, and traditional Planner into a single tool. Premium licenses (Plans 3 and 5) unlock advanced project management capabilities like Gantt charts, baselines, advanced dependencies (lead/lag), and portfolio tracking, alongside the Copilot Project Manager agent [2].

    2. Project Server Subscription Edition (SE)

    This is a perfect choice for enterprise PMOs that require a near-identical feature set to Project Online but must maintain strict on-premises infrastructure or private cloud control [3]. Because it is hosted entirely on your own hardware or managed private cloud, it bypasses the security compliance and data residency constraints that often prevent highly regulated industries from utilizing public cloud applications. 

    3. Dynamics 365 Project Operations

    This solution is designed for massive enterprise environments that require:

    • Heavy financial tracking.
    • Native timesheet billing approvals.
    • End-to-end resource utilization metrics tied straight to an ERP. 

    This integration enables organizations to convert winning sales proposals directly into operational project structures with multi-dimensional pricing. As well, it allows to automatically apply varying contract line billing rules and leverage automated expense systems complete with OCR receipt capture.

    Read More: Product Portfolio Management Tools: Complete Guide to Choosing the Best Solution in 2026

    What alternatives do we recommend?

    Among Project alternatives Online we can highlight the following ones:

    1. Epicflow

    Epicflow is designed for large enterprises that run multi-project portfolios where resource constraints are the primary bottleneck to delivery. It operates on Critical Chain Project Management (CCPM) theory and focuses entirely on dynamic resource allocation [4].

    Its core strength lies in its predictive algorithms that track data and processes in real time, calculating resource availability and task priorities across hundreds of concurrent projects. 

    2. Wrike

    This solution is a highly scalable work management platform for flexible execution. Wrike stands out for its robust folder and space architecture, which allows complex organizations to build deeply nested project hierarchies while keeping project data securely siloed or cross-functional as needed [5]. 

    3. ClickUp

    The ultimate “all-in-one” productivity and project management platform designed for fast-moving organizations that want to consolidate their entire software stack into a highly customizable workspace. ClickUp replaces not just project data, schedules, but docs, wikis, goals, chats, whiteboards, and time-tracking spreadsheets.

    Read More: 10 AI Project Management Tools to Pay Your Attention to in 2026

    Microsoft Project alternatives table of comparison

    To choose your perfect Microsoft Project Online alternatives, looking both inside and outside the Microsoft ecosystem.

    Alternative platform Best suited for Core strength Limitations
    Microsoft Planner Teams committed to M365 wanting lightweight to medium PMO governance.  Native Teams/Copilot integration; familiar UI.  Lacks heavy-duty resource leveling and native time tracking. 
    Project Server (SE) Enterprise PMOs requiring strict on-premises or private cloud data control.  Preserves legacy PWA configurations and deep SQL reporting pipelines. High infrastructure maintenance overhead.
    Dynamics 365 Project Operations Large service organizations that need end-to-end “quote-to-cash” financial tracking.  Direct ERP integration; automated billing and revenue recognition.  Steep learning curve; complex setup; overkill for non-financial PMOs. 
    Epicflow Multi-project enterprise environments that deal with severe resource bottlenecks. AI-driven  cross-project resource re-prioritization.  Requires mature resource data. 
    Wrike Cross-functional enterprise teams that balance governance with modern agility. Deep folder hierarchies. Interface can feel cluttered and overwhelming.
    ClickUp Fast-moving companies looking to consolidate their entire software stack. Extreme UI flexibility. Frequent platform updates can cause UI instability.

     

    Read More: Best Critical Path Software and Modern CPM Tools for Project Management

    Conclusion

    The MS Project Online retirement on September 30, 2026, marks the end of an era, but it also provides an opportunity to modernize corporate work structures. 

    However, don’t worry too early – you have lots of options to choose from. If you want to stay within the Microsoft ecosystem – select a redesigned Microsoft Planner, Project Server (SE), or Dynamics 365 Project Operations. On the contrary, if you want to shift to a flexible modern project management platform like Epicflow or Wrike, action must be taken immediately. Review your active portfolios, archive historic data into external warehouses like Azure SQL, and choose your path forward before the database goes dark.

    If you’re struggling to migrate seamlessly and avoid problems connected to MS Project Online retirement, contact our specialists to get a detailed consultation on your specific situation.

    FAQs

    1. What is Microsoft Project Online?

    It is a cloud-based project and portfolio management platform hosted on SharePoint Online. It was designed for enterprise PMOs to manage complex schedules and constraint resources in large project portfolios.

    2. Is Microsoft Project Online being retired?

    Yes. Microsoft has officially announced that the Project Online is retiring on September 30, 2026.

    3. What is replacing MS Project Online?

    Microsoft is replacing it by consolidating its cloud features into Microsoft Planner (Premium).

    4. Is Microsoft closing MS Project?

    No. Microsoft is only retiring the Online cloud service built on legacy SharePoint architecture. The core brand lives on through Microsoft Planner and desktop applications.

    5. Can I still use Microsoft Project?

    Yes. You can continue using Microsoft Project desktop applications and Project Server Subscription Edition (SE). These tools are separate products that won’t be affected by this specific cloud shutdown.

    6. What is MS Project called now?

    All features offered earlier by MS Project are unified under the Microsoft Planner. However, some traditional enterprise “Project” features are now locked under advanced tiers.

    7. What’s happening with Microsoft Project?

    Microsoft is transitioning away from independent planning systems towards integrated into the entire ecosystem. They embed advanced planning logic directly into environments powered by M365 Copilot.

    8. What happens to my existing Project Online data after retirement?

    After September 30, 2026, all access to Project Online will be terminated. After MS Project Online retirement, any data not manually backed up or migrated to a new platform will be permanently deleted by Microsoft.

    9. Is Microsoft Project Desktop also being retired along with Project Online?

    No. The Microsoft Project Desktop client remains active and available under Plan 3 and Plan 5 licensing.

    10. What is the timeline for transitioning away from Project Online?

    MS Project Online retirement can be marked by the following phases:

  • Sales to new customers ended on October 1, 2025.
  • The creation of new tenants and PWA spaces was blocked on April 1, 2026.
  • The final deadline to migrate your data is September 30, 2026.
  • References

    1. https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558
    2. https://www.microsoft.com/uk-ua/microsoft-365/planner/microsoft-planner
    3. https://www.microsoft.com/uk-ua/microsoft-365/project/enterprise-project-server
    4. https://www.epicflow.com/
    5. https://www.wrike.com/vbh/
    6. https://www.researchgate.net/publication/377746945_Navigating_Project_Success_-_A_Deep_Dive_Into_The_Influence_Of_MS_Project
    7. https://www.researchgate.net/publication/393403281_Getting_Started_with_Microsoft_Project
    8. https://www.researchgate.net/publication/261424212_Using_Microsoft_Project_for_project_management_in_non-governmental_organisations
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