Purpose
To compare budgeted hours for subtasks against each staff member’s weekly available hours (based on a standard 40-hour work week). This report helps managers monitor workload balance across staff, clients, and subtasks, and ensures deadlines are achievable within realistic capacity constraints.
Visualization Type | Pivot Table |
Liveboard | Capacity Dashboard |
Tab | Subtasks |
Function | Capacity & Time |
Parameter | 40 hour work week |
Need-to-know Glossary of Terms
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.
Task URL - This produces a clickable link for a specific task record.
Subtask URL - This produces a clickable link for a specific subtask record.
Subtask Assignee - Staff member assigned to the subtask.
Subtask Budgeted Hours - Total hours budgeted to a subtask.
Subtask Due Date - Date a subtask is due.
Weekly Hours parameter - Value of 40 hours.
Available Hours formula - Calculated by taking the Monthly Hours parameter and subtracting the sum of the subtask budgeted hours.
Weekly Hours - sum ( Subtask Budgeted Hours )
Report Structure Overview
Weekly Hours parameter - 40 hour work week
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 weekly
Column - Subtask Budgeted Hours
Column - Available Hours
Suggested Modifications
Does your firm work something other than 40 hours a week? You can change the weekly hours parameter by clicking on the Weekly Hours parameter bubble and updating the number.
Primary Use Case Scenario
A Manager uses this report during weekly planning sessions to review how staff workloads are distributed across clients and service lines. This report makes it easy to identify staff members who are over capacity and spot under utilized staff who may have room to take on additional assignments.
Actionable Insights
Helps reassign tasks or redistribute subtasks for efficiency and improved client service and can help inform managers if additional resources (e.g., overtime, seasonal staff) may be needed during peak weeks.