Within Teamwork, you can
view a user's capacity per day over a selected
time frame using the Workload
Planner.
This article relates to a legacy version of the Workload
Planner feature and is available
on per-user Premium/Grow
subscriptions and above. This version will shortly be retired.
You can read about the new version of the Workload
Planner here.
Click the More option in the main navigation menu on the left of your site and select Planning from the pop-out menu. In the Planning area, go to the Workload tab.
During this early release period for the enhanced Workload Planner, accounts with the legacy version of Workload can switch between the legacy and new versions using the toggle at the top of the Workload view.
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
particular user.
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 to reveal the edit
pencil icon to the left of the task.
Note: Only tasks you have
access to view will be displayed. The ability
to edit these tasks is dependent on your
permissions.
Time frame
Dates are displayed along the top of
the Workload 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.
People filtering
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.
Tasks filtering
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
users.
- 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