Product guide

Team workload and capacity

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Planned

This area is planned. It is described here so you can prepare; it is not yet part of the current release.

What it is

Team activity, workload and technology use are drawn from approved totals, not from a ranking of people. The views show how applications are grouped, how focus and collaboration sit in the week, and whether the load is shared across the team. They also show which tools and licences are actually used. When the underlying data is too thin, the figure says so.

Capacity planning available today

Note

The workload analytics above are planned. The two capacity views below are already in the product.

Projects → Capacity compares the capacity of a team and its people with planned work, by week or by day (for up to 2 weeks).

  • Choose the Team, add a single person with Add a person, and set the Length of the period.
  • The Team total chart shows planned time as bars and available time as a dashed line. Show table shows the same figures as a table.
  • Load per person lists each member's planned load week by week.
  • Leave that is still waiting for approval is not taken off capacity. The page tells you when this is the case.
Capacity page for a team over four weeks, with a Team total chart of planned time as bars and available time as a dashed line, and a note that some leave is waiting for approval
Projects → Capacity: planned work against available time, week by week.

Open Capacity

Choose Projects in the sidebar and open the Capacity tab.

Choose the team and period

Pick the Team and the Length. Use the arrows or This week to move the period, and switch between By week and By day (up to 2 weeks).

Compare planned and available time

Read the Team total chart, then check Load per person to see who carries the load.

Team capacity report

The Team capacity report in Insights → Reports shows, for each team, weekly available and planned time. Unknown values are never counted as zero; they are shown separately.

Team capacity report with a list of teams to select, From and To dates and a Show button
Team capacity report: choose the teams and the period, then select Show.

Open the report

Choose Insights → Reports and open Team capacity.

Select teams and period

Tick one or more Teams, set From and To, and select Show.

For planning work against this capacity, see Planning.

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