TeamUpdated
Workload
See how much work each person carries, how much of their time is billable, and who is booked past capacity in the weeks ahead.
Workload shows who has too much on and who has room. It has three tabs: what people carry now, how their time was spent, and what they are booked for next.
Before you start
- Utilization is on Starter and Growth. Assigned work and Planning are on Growth. On Free, the page shows an upgrade message.
- Capacity comes from each person's weekly hours. See Timesheet settings.
Open Workload
Go to Team > Workload. To see one team only, open the team's Workload tab and click Utilization and planning. Click All teams to see everyone again.
Assigned work
Each person in People has a bar of the work assigned to them, split into Assigned, In progress and Completed. It counts work from every list that has an assignee, such as tasks.
- Work assigned to someone who isn't in People is listed apart, under Not in People.
- Work nobody has is shown as Unassigned.
Utilization
How each person's time was spent, for the last 4 weeks, 8 weeks or 12 weeks. Use the arrows and This week to move the window.
- Capacity, Logged, Billable utilization and Unlogged capacity sum up the window.
- Hours by week charts billable and non-billable hours against capacity.
- The table colours each person's week by billable utilization, against a target of 80%: under 50%, below target, on target, or over 100%. Weeks on approved leave read Time off.
People with no weekly hours set show their hours logged only.
Planning
What people are booked for over the next 12 weeks, against their capacity.
- Capacity, Booked, Available and Overbooked sum up the plan.
- The table shows each person's bookings per week, coloured from under 50% to Overbooked.
- Admins can click a week to book someone.