ProjectsUpdated
Plan team capacity
Book people onto projects week by week, see booked hours against each person's capacity for the next 12 weeks, and spot who is overbooked.
The Planning tab shows the next 12 weeks for each person: the hours they're booked on projects against the hours they have. Use it to staff projects before the work starts.
Before you start
- Turn on the Team module. See Turn modules on and off.
- Planning is part of the Growth plan.
- To book from a project page, also turn on the Project delivery module.
- Set each person's hours. Owners and admins go to Settings > Members and fill in Weekly hours.
Things to know
- Only owners and admins can book people. Other members see the grid read-only, with their own row first.
- A person's capacity for a week is their Weekly hours, minus approved time off on weekdays.
- A booking always belongs to a week starting Monday. If you pick a day mid-week, it's saved as that week's Monday.
Read the plan
- In the left rail, click Team, then click Workload.
- Click the Planning tab.
At the top you see Capacity, Booked, Available and Overbooked for the 12 weeks. Each cell shows booked hours against capacity, like 30 / 40. Cells past capacity are red.
Use the arrows for Earlier weeks and Later weeks, and This week to come back.
Turn on Scenario to see how open deals would add to demand: If we win everything, and Weighted by each deal's probability.
Book someone from the grid
- Click a person's cell in a week.
- Pick the Project and type the Hours.
- Click Add, then Done.
To change a booking, edit its hours in the same panel, or remove it.
Book people from a project
- Open the project's full page and click the Bookings tab.
- Click Add booking.
- Pick the Member and Week, and type the Hours.
- Click Add, then Done.
The Plan section lists the project's bookings by week, with the total Booked and the hours the Budget implies (the budget divided by the project's Bill rate (per hour)).