✔ Available on Grow and Scale subscriptions. 1

Within Teamwork.com, you can use the Workload Planner to view and manage each user's capacity.

🔑 Client users and collaborators cannot access the Workload Planner.

  1. Select Planning in Teamwork.com's main navigation menu.
  2. Switch to the Workload tab.
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You can manage each user's tasks and capacity by expanding the user's workload via the chevron icon (Image Placeholder) to the left of their name. 

From the Workload, you can also add new tasks, unplanned tasks, and manage unavailable time.
 


Drag and drop

The Workload Planner timeline allows you to manage users' tasks via drag and drop. 

  • Duration: Hover over the left or right side of the entry and drag it to a new position to increase or decrease the number of days on which it falls.
  • Dates: Click and drag the entry horizontally to a new position (aka date period) in the user's row. 
  • Assignee: Drag and drop a task to a different user's row.




Split capacity

By default, estimated time is distributed evenly across a task's duration (aka number of days between its start and end dates).

Using custom capacity splitting, you can customize the breakdown of estimated time for a task across multiple days or users.

Split capacity across different days

  1. Hover over the relevant task.
  2. Select Split Capacity.


     
  3. Click into an individual day cell and update its estimated time allocation. Repeat for each of the task's days. If too much (or not enough) estimated time is added in comparison with the overall estimated time, this is highlighted in red.  

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  4. Click Done.

Split capacity across multiple users

If a task is assigned to multiple users, estimated time is distributed evenly across all assignees by default.

You can split the capacity so that the time is custom distributed between the users.

  1. Hover over the relevant task on one of the assignee's project rows.
  2. Click Split Capacity.
  3. Update the user's estimated time allocation for the task.
  4. Click Done.
  5. Scroll to the task's other assignee(s) and repeat the estimated time adjustment so that the task's overall estimated time is fully and correctly distributed. A red triangle is displayed on the task indicating the estimated time isn't distributed completely.
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For more information, see: Using the Workload Planner

1. Also available on legacy subscriptions: Premium, Enterprise.