✔ Available on Grow and Scale subscriptions 1
Within Teamwork.com, you can use the Workload Planner to view and manage each user's capacity.
To view the Workload, click the More option in the main navigation menu on the left of your site and select Planning from the pop-out menu.
Note: Client users and collaborators cannot access the Workload Planner.
In the Planning area, select the Workload tab from the horizontal menu to view the report.
The Workload Planner will show a list of users on your site with a scrollable timeline view of their workload versus their working hours and any unavailable time.
Each user row will show their name, profile icon, associated company, and their workload versus working hours for the upcoming week.
You can expand an individual user's workload via the chevron icon to the left of their name. This expanded view will show a breakdown the user's projects, tasks, and milestones that make up their workload along with their unavailable time for the period shown.
It is possible to expand or collapse all users' workload information at once via the Expand All / Collapse All options in the top right.
Today's date will be highlighted as a blue dot around the date.
Click Today in the top right to return to the current date view.
The Workload Planner has an infinite scroll feature. Click the horizontal scroll bar to drag to the required date range. Using the vertical scroll bar will allow you to view more users.
Click a task to open the Task Details pane. This view will display the task name, assignee, duration, estimated time, along with any attached files, time logs and comments.
You can access the full task edit view here by hovering over the task and clicking the edit pencil to the left of the task name.
Search and filtering
Using the search box, you can filter your view by users name or by company.
The timeline dropdown allows you to switch between a week or month view.
Click the filters button in the top right to access the advanced filter options.
Filtering options for the Workload Planner include users, teams, companies, projects, and tags. Clicking any of the filter options will open a dropdown where you can select specific items of that type.
Additional filter options:
- Include logged time in remaining
capacity - take time
logged on tasks into account when
calculating users' capacity.
- Include completed tasks in planner - include completed tasks in Workload
- Saved Filters - opens an
additional pop-up displaying your existing
custom saved filters for the Planner.
Click the three dots to the right of a
saved filter to access additional options
to edit or delete the filter. You can
also copy a link to the saved filter
which you can then share with other users
on your site.
For more information, see: Workload Planner Overview
1. Also available on legacy subscriptions: Premium, Enterprise.