The Utilization view (capacity planning)

What it is A heatmap of your team's planned workload — members down the side, time periods across the top — so you can see who's over-booked and who has room.

Reading the heatmap

• Switch between Week and Month periods, and choose a horizon (e.g. 12 weeks, or 1/3/6/9/12 months).

• Each cell shows a member's % utilized for that period, based on the hours of the tasks assigned to them.

• Set the weekly capacity so the percentages reflect your team's real available hours.

• Hover any cell for a breakdown card showing that member's tasks, free/over hours, and top work.

Reallocating an over-booked member When a cell is over 100%, the hover card shows a Reallocate button:

1. Click Reallocate to open a larger modal listing all of that person's tasks in the period.

2. Reassign a task to someone with more capacity — Workroom recalculates both people's utilization instantly.

Splitting a task's hours across people Reassigning a whole task doesn't help when the single task is itself larger than someone's weekly capacity. In that case, split the task:

1. In the Reallocate modal, click Split hours on a task.

2. Add each person and enter how many hours each should carry. A live sum shows the total and remaining.

3. Save. The task is now assigned to everyone in the split, but each person only carries their allocated hours — so their utilization reflects the true share, and the rest is spread to others.