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Capacity field · teams × skillsTimeline →
⣿Waterline1,246 / 1,250 FTE
Portfolio & Resource Capacity Planning

Plan Fast. Deliver Confidently.

Build a portfolio your organization can actually deliver.

PDWare connects strategic priorities, budgets, skills, and real capacity — so leaders can decide what to fund, delay, or stop before commitments become delivery failures.

Level-1 implementation in 4–6 weeks · Azure-based · Secure API
New PDWare MCP Server is available — governed portfolio access for enterprise AI.
Capacity outlook100%
Capacity
1,250 FTE
Demand
1,246 FTE
13
Funded
$156.9M
Investment
100%
Utilization
0 FTE
Shortfall
Portfolio balancelive
Funded 13 projects$156.9M
Deferred 2 projects$23.7M
Shortfall 0 FTE
▲ Above waterline
Funded work
▼ Below waterline
Unfunded work
See what clears the line.
Move the waterline or click a project — trade-offs update live.
Used by portfolio, R&D, and operations teams at
Medtronic logoEli Lilly logoPfizer logoIntel logoPhilips Healthcare logoMotorola logoBaxter logoPerkinElmer logo
More than two decades of portfolio planning expertiseLevel-1 implementation in 4–6 weeksCloud SaaS and thin-client on-premise options
Why portfolio plans fail

Most portfolios are approved before anyone proves they can be staffed.

Strategies fail when project demand, skilled-resource availability, budgets, and delivery timelines are planned in separate systems. PDWare puts those constraints into the same decision model.

  1. Too many “priority one” projects

    Without a shared constraint, every initiative appears essential and the portfolio becomes a wish list.

  2. Capacity is assumed, not measured

    Leadership sees projects and budgets, but not the people and skills already committed elsewhere.

  3. Conflicts surface too late

    Overloads become visible during delivery, when trade-offs are expensive and deadlines are already exposed.

  4. Plans are approved without feasibility

    Task plans and roadmaps cannot compensate for a portfolio that exceeds the organization’s real capacity.

Measured outcomes

What customers report after deploying PDWare

95%
of customers surveyed reported spending less time on project status reporting
83%
reported clearer staffing requirements and role definitions
63%
reported improved project timelines
50%
reported avoiding spend on non-strategic projects
SourceSource: PDWare customer outcome survey, published at pdware.com. Collection period and methodology available on request.
92% likeliness to recommend · 95% plan to renew · Net Emotional Footprint +97Info-Tech SoftwareReviews Product Scorecard, July 2026 · 28 reviews (licensed)
In their words

“I considered 3 other solutions during a month of demos and trials and I'm not regretting the decision. Simplicity of the tool is refreshing and a key in quick tool adoption across thousands of users.”

Dominik G. · Operations · Telecommunications · recommends 10/10

“The value adding reporting, which allows Senior Management to make informed decisions.”

Jordyn G. · Business leader · Healthcare · recommends 9/10

“The ability to morph the software into whatever you need or want. Very flexible and powerful.”

TJ S. · Operations · Engineering · recommends 10/10

Full case studies (challenge, implementation period, quantified outcomes) are being prepared with customer approval.

The idea

Capacity draws the line. The line decides what is funded.

RANKED BY PRIORITYCAPACITYWATERLINEFundedWaiting
Initiatives are ranked by priority and drawn as tall as the capacity they need. Above the line they are funded and staffable; below it they wait on capacity. The line is not a cut-off someone picked — it is where capacity runs out, and it moves when capacity, budgets or priorities change.
The PDWare Waterline

See what the organization can fund —
and what it can actually deliver.

Demand meets real capacity, scenarios expose the trade-offs, and the Waterline decides what is funded. The figures below are an illustrative example portfolio.

01

Demand

Every initiative in one structured view — programs, investment, staffing need, and priority — imported from Excel, Jira, or Microsoft Project, or entered directly.

How demand capture works →
Strategic programsexample · FY '27–'28
Illustrative portfolio data
ProgramPriorityInvestmentFTE askRequested skills
Atlas ProgramP1$24.4M14AI/MLCloud
Falcon AI InitiativeP1$18.6M9AI/MLData eng
Quartz PlatformP2$15.2M8CloudSecurity
Delta ModernizationP2$14.1M12Data engCloud
Summit MigrationP3$7.6M5Cloud
Helix CoreP3$8.7M5SecurityData eng
20 programsdemand 214 FTEcapacity 176 FTEshortfall −38 FTE
Team capacityallocated / total
Illustrative portfolio data
Platform Engineering
41 / 46 FTE89%
Data Services
24 / 28 FTE86%
AI Center of Excellence
34 / 32 FTE106% · Overloaded
Security Operations
14 / 16 FTE88%
4 critical skill gaps identified — AI/ML, cloud architecture, data engineering, cybersecurity
02

Capacity

Demand is tested against the people and skills that actually exist — by team and over time — so overloads and gaps surface before commitments are made.

Explore resource capacity planning →
03

Scenarios

Alternative futures against one constraint set. Switch scenarios — the funded portfolio, shortfall, utilization, and investment recalculate in real time.

Explore scenario planning →
Scenario plannerinteractive
Illustrative portfolio data
P1 · high valueP3 · low value
Funded projects13
Deferred projects7
Resource shortfall0 FTE
Capacity utilization98%
Investment$156.9M
Strategic value87/100
Delivery confidenceHigh
RecommendedScenario B
What-if

In the balanced example scenario, 13 of 20 proposed projects are funded at $156.9M investment, with no staffing shortfall and 98% capacity utilization.

Recommended portfolioScenario B
Illustrative portfolio data
Atlas Program$24.4MFunded
Falcon AI Initiative$18.6MFunded
Quartz Platform$15.2MFunded
Delta Modernization$14.1MAt risk
Summit Migration$7.6MFunded
Helix Core$8.7MReview
Nova Analytics$6.2MDeferred
Meridian Refresh$4.8MDeferred
Funded projects13
Investment$156.9M
Capacity fit100%
Strategic value87/100
Delivery confidenceHigh
Expected value delivered$312M
04

Feasible Portfolio

The output: a portfolio the organization can actually deliver — prioritized, staffed, and defensible in front of any review board.

See the Waterline method →

One connected decision system, from demand to delivery.

Capacity, priorities, scenarios, and financials stay in one model — so the funded portfolio remains achievable as conditions change.

Explore the platform →
Platform capabilities

Deep where portfolio decisions are made.
Flexible everywhere else.

Resource capacity planning

Skill demand + real availabilityShortfall & utilization analysisFeasible capacity plan

Prioritized skill demand against real capacity — shortfall, utilization, and heatmaps across portfolios, teams, and time.

See capacity planning in action →

Open system with a secure API — typical integrations:

SAPOracle FinancialsWorkdaySnowflakeMicrosoft ProjectSmartsheetJiraExcelOracle Time & Labor
PDWare MCP Server · available since September 1, 2026

Bring governed portfolio data into the AI systems
your organization already uses.

PDWare MCP gives approved AI systems controlled access to portfolio and resource data through existing PDWare permissions, use rights, and business rules — without requiring a separate PDWare-hosted model.

01

Connect an approved AI environment

Configure an approved enterprise assistant, internal agent, or analytics workflow to access the PDWare MCP endpoint.

02

Apply PDWare governance

Requests are evaluated through PDWare permissions, use rights, and configured business rules.

03

Query and analyze portfolio data

Use natural-language workflows for reporting, analysis, capacity questions, and approved integrations.

You can ask Petey on this site today. Inside ResourceFirst, the PDWare AI Assistant — also Petey — arrives with Release 9.5 in December 2026, alongside Workflow, improved Task Management, and Scenario Optimization.

Industries

Built for resource-constrained R&D

See how your current portfolio fits real capacity.

Bring your own planning questions and we will model them against your real capacity in a tailored session.

Most organizations can complete a level-1 implementation in 4–6 weeks.