Purpose
To evaluate each staff member’s annual workload capacity by comparing budgeted hours for all tasks throughout the year against their annual available hours (2080 hours). This helps firm leaders monitor overall staff utilization, identify capacity risks across the year, and guide resource planning for hiring, training, or task redistribution.
Visualization Type | Pivot Table |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity & Time |
Parameters | 2080 hour work year |
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.
Annual Hours parameter - Value equal to 2080.
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 annual hours parameter and subtracting them from the sum of the task budgeted hours.
Annual Hours - sum ( Task Budgeted Hours )
Report Structure Overview
Annual Hours parameter - 2080 hour work year
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 yearly
Column - Task Budgeted Hours
Column - Available Hours
Suggested Modifications
Does your firm work something other than 2080 hours a year? You can change the annual hours parameter by clicking on the Annual Hours parameter bubble and updating the number.
Primary Use Case Scenario
An Operations Manager uses this report during annual planning to determine whether staff workloads are aligned with their annual capacity. This report can also be helpful to spot overbooked staff who may face burnout or missed deadlines.
Actionable Insights
Staff booked significantly above 2080 hours can be flagged early for workload rebalancing and under-utilized staff can be assigned to high demand service lines or peak client projects.