| What | Use the Workload Planner to view
and manage each user's capacity
based on working hours and
unavailable time. |
|---|---|
| Why |
|
| Who |
|
| When | Use this when you need to review
and balance workload across users
over time. |
Open the Workload Planner
- Click Planning in Teamwork.com's
main navigation menu.
- Switch to the Workload tab.
Understand the Workload Planner layout
The Workload Planner shows a list of users on
your site with a scrollable timeline view of
scheduled work compared to available
capacity.
Capacity reflects available working hours
after accounting for unavailable time and
optional filters such as logged time or
completed tasks.
Each user row shows the user's name, profile
icon, associated company, and workload for the
period shown.
- Expand an individual user's workload using
the chevron icon to the left of their name
to view related projects, tasks,
milestones, and unavailable
time.
- Use Expand All or Collapse
All in the top right to show or
hide workload details for all
users.
- Click Today to return to the
current date view.
- Use the horizontal scroll bar to move
through the timeline and the vertical
scroll bar to view additional
users.
Use Workload Planner tools
Unplanned tasks
Click Unplanned tasks in the top right
of the Workload Planner to view tasks not yet
assigned. Drag and drop tasks from the unplanned
tasks tray to assign them to
users.
Split capacity
Right-click a task and select Split
capacity to customize the
breakdown of estimated time for a task across
multiple days or users.
Task details
Click a task to open the task details panel.
This view displays the task name, assignee,
duration, estimated time, attached files, time
logs, and comments. Hover over the task and
click the pencil to open the full edit
task view.
Search and filter
- Search: Filter the view by users'
names or associated company.
- Timeline: Switch between week and
month views using the timeline
dropdown.
- Filters: Click the filter button in
the top right to access advanced filter
options and saved filters.
Additional filter options include:
- Include logged time in remaining
capacity: Account for logged time
when calculating users' remaining
capacity.
- Include completed tasks in planner:
Include completed tasks in Workload
calculations.
- Saved filters: View, edit, or
delete saved filter configurations using
the ellipsis menu.
