Purpose
To display, for each task assignee, both the total number of open tasks and the remaining budgeted hours tied to those tasks, helping managers assess individual workload and forecast capacity needs.
Visualization Type | Column Chart |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity, Time, & Workflows |
| Includes Excludes |
Need-to-know Glossary of Terms
Task Count - Number of tasks.
Task Assignee - Team Member assigned to the task.
Task Budgeted Hours - Total hours budgeted to a task.
Task Status - Designation that indicates the current state of a task (e.g. in progress, with client, completed).
Remaining Budgeted Hours formula - Finds the remaining budgeted hours by subtracting the sum of total task budgeted hours by the sum of total task logged hours.
sum ( Task Budgeted Hours ) - sum ( Task Logged Hours )
Report Structure Overview
Task Status filter - Filtered to exclude completed tasks
Task Budgeted Hours filter - Filtered to include tasks with more than O budgeted hours
Y~ Axis - Remaining Budgeted Hours
Y~ Axis - Task CountX ~ Axis - Task Assignee
Legend - Remaining Budgeted Hours & Task Count segmented by color
Suggested Modifications
Want to see a count of remaining budgeted hours or tasks?
Navigate to the Configure panel on right hand side.
2. Select Remaining Budgeted Hours or Task Count.Scroll down to Display and check the box next to Data labels.
Primary Use Case Scenario
A Team Lead reviews this report weekly to evaluate the current workload for each team member and identify team members who may be over-assigned or underutilized.
Actionable Insights
A clear snapshot of both task volume and time effort per person and insight into whether workload distribution is equitable and achievable.