Purpose
To evaluate staff daily task capacity by comparing budgeted hours for assigned tasks against available working hours (using an 8-hour workday parameter). This report ensures that workloads are balanced, deadlines are realistic, and no staff member is over-allocated on any given day.
Visualization Type | Pivot Table |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity & Time |
Parameters | 8 hour work day |
Need-to-know Glossary of Terms
Task URL - This produces a clickable link for a specific task record.
Subtask URL - This produces a clickable link for a specific subtask record.
Client Name - If a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Daily Hours parameter - Value equal to 8.
Task Assignee - Team Member assigned to the task.
Task Budgeted Hours - Total hours budgeted to a task.
Task Due Date - Date a task is due.
Available Hours formula - Finds the available hours by taking the daily hours parameter and subtracting them from the sum of the task budgeted hours.
Daily Hours - sum ( Task Budgeted Hours )
Report Structure Overview
Daily Hours parameter - 8 hour work day
Row - Time entry user name
Expanded Row Level 2 - Client name
Expanded Row Level 3 - Task name
Expanded Row Level 4 - Subtask name
Column- Due Date daily
Column - Task Budgeted Hours
Column - Available Hours
Suggested Modifications
Does your firm work something other than 8 hours a day? You can change the daily hours parameter by clicking on the Daily Hours parameter bubble and updating the number.
Primary Use Case Scenario
Managers use this report during weekly planning sessions to review each staff member’s workload across clients, tasks, and subtasks. This report makes it easy to compare budgeted hours vs. available capacity for the day so that adjustments can be made if someone is assigned to more work than their daily capacity allows.
Actionable Insights
Quickly identify staff members who are over or under utilized and allows for proactive reallocation of tasks among staff to improve efficiency and client service.