Excel or Workload for capacity planning?

Excel works to start (< 15 IT staff, few projects). Workload makes sense from 30–50 IT staff or many parallel projects: automatic overload detection, consolidated capacity view, timesheet integrations — 14-day free trial, from $59/month. Typical ROI by saving 5–10 h/week of manual consolidation.

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Jira Tempo, Azure DevOps, and Toggl integrations from the Professional plan

The Starter plan includes the full trial and CSV import; native integrations start on Professional.

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Excel vs Workload

Excel is where many IT departments start. Workload automates what spreadsheets can't: real-time conflicts, net capacity, timesheet, and IT portfolio.

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Switch to Workload if…

  • Multiple shared Excel files and version conflicts
  • Can't see overload in real time
  • Manual consolidation > 5 h/week
  • Need to link planned (capacity) and actual (timesheet)
  • IT team > 30 people or portfolio > 10 projects

Excel is still enough if…

  • Small IT team (< 15 people)
  • Few simultaneous projects (< 5)
  • Single master file, few changes
  • No timesheet or CIO reporting need

Frequently asked questions

Can we migrate from Excel to Workload?

Yes. Workload imports CSV/Excel with mapping wizard (teams, projects, allocations). Most IT departments migrate in one day.

What ROI when leaving Excel?

IT departments typically save 5–10 h/week on consolidation, reduce undetected overload, and speed up capacity trade-offs. Use our ROI calculator at /calculator-roi.

Do we have to abandon Excel completely?

No. Many customers export from Workload to Excel for ad-hoc analysis. Workload becomes the capacity source of truth; Excel remains an export tool.