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.
appear in the
set, and are
date range set
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.
This column shows the user's capacity in hours, the percentage of their capacity already allocated, and a bar representation of their capacity.
hours displayed are based on the user's
working hours in their profile.
user's capacity percentage is
time allocated to their assigned
tasks versus their working
- Users are
considered over capacity
when their total estimated
time for that day exceeds
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.
- Only tasks you have
permission to view will be
- Only instances of repeating tasks that
have already been created will be
included. Future repeats that do not
yet exist will not be shown.
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.
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
- 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
- Include logged time in remaining
capacity - this will take into account
any time already logged on tasks when
calculating the remaining
For more information, see: Using the Planning Overview