Use the Planning Overview - Teamwork.com Support

✔️ Available (with limits) on Deliver, Grow, and Scale subscriptions. ¹

_{See "Feature
access" for more
information.}

What	High-level overview of where your site's resources (aka people) are allocated based on their assigned tasks, task dates, and associated estimated time.
Why	See the volume of work currently distributed across individuals. Identify under or over capacity team members at a glance.
Who	Site admins Standard users and client users
When	Any time you need a capacity check-in related to current task work.

What	High-level overview of where your site's resources (aka people) are allocated based on their assigned tasks, task dates, and associated estimated time.
Why	See the volume of work currently distributed across individuals. Identify under or over capacity team members at a glance.
Who	Site admins Standard users and client users
When	Any time you need a capacity check-in related to current task work.

Feature access

The functionality available to you within the Planning Overview depends on your Teamwork.com subscription.

Feature	Deliver _{(& Pro)}	Grow _{(& Premium)}	Scale _{(& Enterprise)}
Table view	✔	✔	✔
- Show / hide columns	✗	✔	✔
- Allocated time column	✗	✗	✔
Chart view	✗	✔	✔
- Logged, estimated, available time	✗	✔	✔
- Data sync to Workload Planner	✗	✔	✔
- Summary report on Workload Planner	✗	✔	✔
- Allocated time bar	✗	✗	✔
- Data sync to Schedule	✗	✗	✔
- Summary report on Schedule	✗	✗	✔

Feature	Deliver _{(& Pro)}	Grow _{(& Premium)}	Scale _{(& Enterprise)}
Table view	✔	✔	✔
- Show / hide columns	✗	✔	✔
- Allocated time column	✗	✗	✔
Chart view	✗	✔	✔
- Logged, estimated, available time	✗	✔	✔
- Data sync to Workload Planner	✗	✔	✔
- Summary report on Workload Planner	✗	✔	✔
- Allocated time bar	✗	✗	✔
- Data sync to Schedule	✗	✗	✔
- Summary report on Schedule	✗	✗	✔

View users' capacity

Try in-app

View each user's capacity breakdown and availability from the Overview's table.

Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
Switch to the Overview tab.
Scroll to the relevant user row in the table.
Hover over the Total Capacity bar to view the corresponding hours associated with the capacity percentages.

The table view provides time and allocation breakdowns for each user within the date range being viewed.

Column	Purpose
Name	User's name and profile icon.
Available time	User's available hours for the given date range: Available time = working hours - unavailable time
Allocated time	User's total allocated hours assigned to them in the given date range via Schedule allocations. Allocated time is distributed evenly across its assigned days — if an allocation only falls partly within the date range being viewed, only the time associated with the days that are within the date range are counted. ✔️ This column is available on Scale subscriptions.
Estimated time	Total estimated time set across the user's assigned tasks. Estimated time is distributed across a task's duration (days) — only the pro-rated estimated time for the task's days (between its start and end dates) that fall within the date current range is counted. 📝 Split capacity causes uneven distribution of estimated time across days.
Logged time	User's total time logged against projects and tasks within the given date range. 💡 Click the logged time total to open a slide out panel with the user's associated time logs.
Remaining time	Remaining estimated time on on the user's tasks after they've logged time. Remaining time = total estimated time - total logged time
Total capacity	User's estimated time as a percentage of total capacity (available time) for the given date range: Capacity usage = available time - estimated time 💡 Hover over the capacity bar to see the total hours associated with each %.

Column	Purpose
Name	User's name and profile icon.
Available time	User's available hours for the given date range: Available time = working hours - unavailable time
Allocated time	User's total allocated hours assigned to them in the given date range via Schedule allocations. Allocated time is distributed evenly across its assigned days— if an allocation only falls partly within the date range being viewed, only the time associated with the days that are within the date range are counted. ✔️ This column is available on Scale subscriptions.
Estimated time	Total estimated time set across the user's assigned tasks. Estimated time is distributed across a task's duration (days) — only the pro-rated estimated time for the task's days (between its start and end dates) that fall within the date current range is counted. 📝 Split capacity causes uneven distribution of estimated time across days.
Logged time	User's total time logged against projects and tasks within the given date range. 💡 Click the logged time total to open a slide out panel with the user's associated time logs.
Remaining time	Remaining estimated time on on the user's tasks after they've logged time. Remaining time = total estimated time - total logged time
Total capacity	User's estimated time as a percentage of total capacity (available time) for the given date range: Capacity usage = available time - estimated time 💡 Hover over the capacity bar to see the total hours associated with each %.

Customize columns

Customise your view by using column sorting and activating different columns.

Sort columns

Sort the table based on individual columns.

Click a column heading to sort the table based on that property.
Next:

Change order: Click the column heading again to reverse the sort order.
Change sort: Click a different column heading to switch the sort preference.

Manage columns

Customise the table to only show columns relevant to your reporting needs.

📝 The Name column is fixed and cannot be hidden or repositioned.

Show / hide	Click the plus (+) on the table header row's right, then use the toggles to choose which columns to show and hide.
Resize	Hover over a column heading. Click and hold the left or right edge of the column, then drag it to expand or reduce the width.
Reorder	Click and hold a column heading, then drag the column to a new position in the table.

Show / hide	Click the plus (+) in the table's top right, then use the toggles to choose which columns to show and hide.
Resize	Hover over a column heading. Click and hold the left or right edge of the column, then drag it to expand or reduce the width.
Reorder	Click and hold a column heading, then drag the column to a new position in the table.

Search and filter

Refine the data shown in the Overview using the search and filter options at the top of the view.

Option	Purpose
	Return to the current week.
	Navigate between previous and next period.
	Date range picker — year, quarter, month, week, or custom.
	Search for specific individuals based on their name.
	Refine the data shown based on: Projects, users, roles, teams, clients (also known as companies), tags. Additional options: Include completed tasks in calculations Include archived projects in calculations

Option	Purpose
	Return to the current week.
	Navigate between previous and next period.
	Date range picker — year, quarter, month, week, or custom.
	Search for specific individuals based on their name.
	Refine the data shown based on: Projects, users, roles, teams, clients (also known as companies), tags. Additional options: Include completed tasks in calculations Include archived projects in calculations

Chart view

✔️ Available on Grow (with limits) and Scale subscriptions.

_{See "Feature
access" on this page for more
information.}

The bar chart provides a birds-eye view of your organization's cumulative hours (aka aggregated time data across all users (or all filtered users).

The bars represent the cumulative hours across all users in each time interval (day, week, or month) for the given date range.

Color	Description	Purpose
	Dotted green line	Available: Total available time across all users (or all filtered users) in the given time period.
	Light blue bar	Logged: Total logged time across all users (or all filtered users) in the given time period.
	Pink bar	Estimated: Total estimated time across all users' (or all filtered users') assigned tasks in the given time period.
	Blue bar	Allocated: Total allocated time across all users (or filtered users) in the given time period, assigned via the Schedule.

Color	Description	Purpose
	Dotted green line	Available: Total available time across all users (or all filtered users) in the given time period.
	Light blue bar	Logged: Total logged time across all users (or all filtered users) in the given time period.
	Pink bar	Estimated: Total estimated time across all users' (or all filtered users') assigned tasks in the given time period.
	Blue bar	Allocated: Total allocated time across all users (or filtered users) in the given time period, assigned via the Schedule.

💡 Hover over any bar to view the corresponding number data (aka hours). Click any of the buttons in the legend (outlined below) to show or hide individual bars

Best practices

Track holistically: Maximize reporting in the Overview by ensuring time estimates, logged time, and allocations are all accounted for.

_{1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.}

Knowledge Base