Within Teamwork, you can view a user's capacity per day over a selected time frame using the Workload Planner.
Note: The Workload Planner is only available on per-user Premium/Grow plans and above.
In the Planning area of your site, select the Workload subsection.
At the top of the Workload, you will see a Planner tab.
The planner section gives you a breakdown, per day, of each user's individual workload versus their capacity.
Users are indicated as being over or under capacity based on color. A user that is under capacity will be indicated in blue, whereas a user over capacity for the day will be red.
- The number displayed on each
day is the total estimated
time for that date for that
Users are considered over capacity when their total estimated time for that day exceed their assigned working hours. Over capacity days for a user will be highlighted in red.
When tasks fall on a user's non-working days, the over capacity highlight will display in a darker red color.
To take a users logged time into account when calculating their remaining estimated time, you can check the filter option Include logged time in remaining capacity.
Click an individual day for a user to view their assigned tasks in a quick view pane. In the quick view, you can edit and reassign their associated tasks. Hover over the task assignee to reveal the edit pencil icon.
Note: Only tasks you have access to view will be displayed. The ability to edit these tasks is dependent on your permissions.
Dates are displayed along the top of the planner view.
You can amend the time frame shown using the dropdown menu in the top right corner. Once you have selected a default time frame (7 days, 30 days, etc.), you can use the arrows to page through the next time period.
When selecting a time frame greater than 7 days, a scroll bar at he bottom of the planner will allow you to move through the dates.
You can filter the list of users included in the people list by selecting the filters icon at the top of the left sidebar. Options include members of specific companies, projects, or teams. You can also sort based on name or company in ascending or descending order.
To remove a filter, select Clear Filter from the bottom of the filter pane.
The tasks displayed for each individual user can be filtered using the main filters pane. Click the filters button in the top right of the Planner area to open the advanced filters pane.
You can filter by keyword, project, assigned to, 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
- 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.
- Include completed tasks in calculations.
For more information, see: Managing a User's Workload