Within Teamwork, you can view the workload and capacity of individual users via the Overview area. 

Note: Viewing a user's capacity is available on per-user Pro/Deliver subscription plans and above.

To view the Overview, click the More option in the main navigation menu on the left of your site and select Planning.



In the Planning area, select the Overview tab from the horizontal menu.



The Overview gives you an overview of your site's resource allocation based on estimated time on tasks.

  • Tasks will only appear in the Overview if they have estimated time set, and are within the date range set by the filter.
You can view a total of how many hours are allocated over a chosen time period, per person, project, or company.


User capacity column

You will need to set the sort option in the top right to User in order to see the total capacity column.


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This column shows the user's capacity in hours, the percentage of their capacity already allocated, and a bar representation of their capacity.

  • The hours displayed are based on the user's set working hours in their profile.
  • A user's capacity percentage is determined by the estimated time allocated to their assigned tasks versus their working hours. 
  • Users are considered over capacity when their total estimated time for that day exceeds their assigned working hours.
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For users that are currently under capacity, the capacity bar will be highlighted in blue. Anyone over capacity will be red.

You can view a user's active tasks by selecting the blue task count in the Tasks column. To view their completed tasks, select the green task count. 

Both options will open a quick view pane of the user's tasks where you will be able to see the task dates, task name, task list, project, logged time, and estimated time. 


Notes

  • Only tasks you have permission to view will be displayed.
  • Only instances of repeating tasks that have already been created will be included. Future repeats that do not yet exist will not be shown.

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Tasks filtering

The tasks displayed for each individual user can be filtered using the main filters pane. Click the filters button in the top right to open the filters pane.

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You can filter by keyword, project, assigned to, date, and tags. Additional options include: 

  • Include tasks due anytime - filter will show tasks that are due anytime in the future or past.
  • Distribute estimated time -  if a task is assigned to multiple people this will distribute the time across these users.
  • Pro-rata estimated time - if you have a task with a start and due date outside of your filter date then the time will be spread over than range.
  • Include logged time in remaining capacity - this will take into account any time already logged on tasks when calculating the remaining capacity.

For more information, see: Managing a User's Workload