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Tasks

The Utilization view (capacity planning)

Written By Timothy Murenzi

The Workload view (previously Utilization) shows everyone's planned hours over time, so you can see who's over-booked and who has room.

Workload by month, with a person's tasks for November and Reassign

Reading it

  • People are down the side, with their weekly capacity (e.g. 40h a week) and a Time off link. A Team row totals everyone, and Unassigned shows work nobody is on yet.

  • Periods run across the top. Switch between Days, Weeks and Months, and between % and Hours. Use the arrows and This month to move through time.

  • Each cell shows planned hours, coloured by how full the period is: under 50%, 50–85%, 86–100%, 101–120%, or over 120%. A bar shows each project's share.

  • Not counted here links to tasks with no hours estimate. Add estimates so the numbers are complete.

Rebalance work

  1. Click a cell, e.g. a person's November.

  2. The popover shows their tasks in that period with hours, and a status like 50h 35m of 168h · under-utilized.

  3. Use Reassign beside a task to give it to someone else. Both people's totals update.

Capacity and time off

  • Click a person's capacity (e.g. 40h a week) to change it.

  • Click Time off to record leave, so it's taken off their capacity. You can also add time off from My week.

Related articles

  • The Portfolio / Forecast view (Projects)

  • Getting started with Work In Progress