v1.8 Virtualizes The Project Pipeline

By Chris Lee on April, 4 2019
Chris Lee

Chris is a co-founder at Carv and resident blogger. Chris also leads new partnerships, market development, and sales.

Agencies have repeatedly told us that delays to project start dates often blow up their resource schedules and they don't have an easy way manage the changes.

Our most recent release focused on this problem. We created a unique project control screen with a simple but powerful interface. Agencies can see all of their projects in one place and simply drag them to shift start dates, automatically adjust resource schedules and update capacity forecasts.

The Project Screen:

Perfect Project Screen



Here are a few way it's being used:

Click, Drag and Rearrange Projects

Screen Shot 2019-04-04 at 6.48.59 PM


Screen Shot 2019-04-04 at 6.42.55 PM

You can now click and drag projects to change their start week. When a project is moved resource schedules and capacity forecasts are automatically updated. 


Evaluate Capacity in Different Scenarios

Screen Shot 2019-04-04 at 9.16.58 AM

Service companies are using this insight to plan for the most likely scenario and be prepared for the others.

The project screen's aggregate chart allows agencies to evaluate capacity in different scenarios. The different shades of yellow represent projects in the pipeline with different likelihoods of closing and getting booked. The darkest yellow represents booked projects and lightest shade represents project's least likely to close.


Filter Based on Close Confidence

Screen Shot 2019-04-04 at 9.28.57 AM

Agencies can filter their project pipeline based on projected close confidence. This allows managers to:

  • See where projects are in the sales cycle and how an aggregate will impact capacity
  • Identify projects without contracts that are still flexible in order to make room for other priorities


Compare Booked and Unbooked Projects

Book projects against capacity

Screen Shot 2019-04-04 at 10.05.25 AM

Unbooked projects against capacity

Screen Shot 2019-04-04 at 10.05.34 AM


Find the Best Time to Book a New Project

Screen Shot 2019-04-04 at 10.11.26 AM-1

June would be a GREAT time to schedule a new project!


Tell us how you'd use the project's screen!

This post only describes the use cases we've seen in the past week and we are sure there are more. If you have an idea of how you could use it at your agency, let us know! We'll publish it on our blog and invite you to talk about it on our upcoming video interview series, Agencies Teach Agencies.

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