Portfolio planning built on real resource capacity.
PDWare helps organizations prioritize investments, model skills and capacity, compare scenarios, and maintain portfolios that remain achievable as conditions change.
Views built for decision-making confidence
Start with the view you plan in — each one opens the capability that produces it.
Every view is produced by one of six modules — see all six ↓
See the real product at work.
Short screen recordings from PDWare ResourceFirst — the Waterline, utilization, demand, and the project grid, each linked to the capability behind it.
The Waterline: forecast, scenario, variance
Stacked project demand against a stepped target line, switched from the forecast to a scenario, then to the variance view.
Explore the portfolio Waterline →
Status and risk, updated in the grid
Projects sorted by strategy, with CapEx, status, risk level, and priority on every row. Status and risk pills update in place.
Explore PMO resource management →
Utilization by person, quarter by quarter
Each row is a person and their skill. Red cells are over-allocated, blue under-allocated, and the heatmap recalculates in place.
Explore resource capacity planning →
Demand, month by month
Monthly demand as stacked bars. The split between segments shifts while each month’s total holds.
Explore strategic resource allocation →Why capacity comes first
When projects fall behind, the fix is always people and money — and diverting them quietly breaks other projects. PDWare implements resource management first, so annual planning, forecasting, and portfolio decisions all rest on what your organization can actually deliver. Problems get addressed before they get expensive.
Demand, capacity, decision —
one connected model.
Capture demand
Programs, priorities, investments, and skill requests in one structured model.
| Program | Prio | Investment | FTE |
|---|---|---|---|
| Atlas Program | P1 | $24.4M | 14 |
| Falcon AI Initiative | P1 | $18.6M | 9 |
| Quartz Platform | P2 | $15.2M | 8 |
| Delta Modernization | P2 | $14.1M | 12 |
Test against capacity
Every initiative against real people, skills, and time — overloads surface early.
Decide what to fund
The Waterline and scenarios produce a portfolio that is staffed and defensible.
Deep where it matters.
Flexible everywhere else.
Resource capacity planning
Skill demand + real availabilityShortfall & utilization analysisFeasible capacity planModel prioritized skill demand against real capacity — across portfolios, teams, and time. Shortfall and utilization views reveal systemic overloads early.
Learn more →Resource management
Assignments + requestsTop-down vs bottom-up reconcileOne live resource forecastAssignments, requests, and forecasts in grid-style views with Excel import/export. Reconcile top-down plans with bottom-up task reality at the end of every planning period.
Learn more →Scenario & what-if planning
Alternative portfoliosOne constraint setSide-by-side trade-offsOptimized scenario planning produces a best-case portfolio to compare against the current one. Test alternative futures before committing headcount.
Learn more →Strategic resource allocation
Ranked demand + capacityWaterline evaluationFunded / deferred portfolioAllocate people to work by business priority — the portfolio waterline funds what clears the line and defers what doesn't, objectively and defensibly.
Learn more →Project accounting & financials
Rates + cost centersCost of capacity & chargebackLive portfolio cost pictureCost of capacity, demand and unused capacity, cost center and chargeback, waterline budget planning — finance and staffing in one model.
Learn more →Agile resource planning
Teams by % + individual assignmentsCombined demand modelOne forecast, agile + traditionalPlan capacity across agile and traditional work together. Fund teams, track velocity-based demand, and keep sprint reality in sync with the portfolio.
Learn more →Features for rapid planning
Auto-assign agent
Cuts hours of manual capacity analysis.
Optimized scenario planning
Produces a best-case portfolio to compare against the current portfolio.
Workflow
Automates compliance steps, updates, and approvals.
Auto gate approval via email
One-step approval, no login required.
Auto-timesheet via dashboard or email
Minimizes data entry and redundancy.
Real-time dashboard reporting
An environment for rapid decision-making.
Plus a two-prong AI approach: PDWare MCP, available now for your existing AI systems (launched September 1, 2026), and the PDWare AI Assistant (known as Petey) inside ResourceFirst with Release 9.5 in December 2026.
An open system with a secure API
- Built on Microsoft Azure with Qlik-powered dashboards
- Cloud SaaS, also offered as a thin-client on-premise solution
- Open architecture with a secure, full API
- Grid-style data entry with Excel import/export
- Configurable fields, views, forms, notifications, and business rules
- Enable / disable functions not in use — grow into the platform over time
PDWare at a glance
| Attribute | Details |
|---|---|
| Category | Enterprise portfolio and resource capacity planning software (PPM/RM) |
| Primary users | PMO directors, VPs of R&D/Engineering, operations and finance leaders |
| Core approach | Resource management first — portfolio decisions rest on real capacity |
| Deployment | Cloud SaaS on Microsoft Azure; thin-client on-premise option |
| Implementation | Level-1 implementation in 4–6 weeks |
| Architecture | Open architecture with a secure, full API |
| Integrations | SAP, Oracle Financials, Workday, Snowflake, Microsoft Project, Smartsheet, Jira, Excel, Oracle Time & Labor |
| Industries | Pharmaceutical & life sciences, medical devices, manufacturing & hi-tech |
| AI access | PDWare MCP (available since September 1, 2026); PDWare AI Assistant “Petey” in ResourceFirst (planned for December 2026) |
See the platform on your planning questions.
Start with the 2-minute overview, then go deeper with a tailored session.