Purpose
To compare each staff member’s budgeted subtask hours for the month against their available monthly capacity (set at 173 hours). This report provides visibility into whether workloads are distributed appropriately, highlights over- or under-utilization, and supports capacity planning across clients and services.
Visualization Type | Pivot Table |
Liveboard | Capacity Dashboard |
Tab | Subtasks |
Function | Capacity & Time |
Parameter | 173 hour work month |
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.
Monthly Hours parameter - Value of 173 hours.
Available Hours formula - Calculated by taking the Monthly Hours parameter and subtracting the sum of the subtask budgeted hours.
Monthly Hours - sum ( Subtask Budgeted Hours )
Report Structure Overview
Monthly Hours parameter - 173 hour work month
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 monthly
Column - Subtask Budgeted Hours
Column - Available Hours
Suggested Modifications
Does your firm work something other than 173 hours a month? You can change the monthly hours parameter by clicking on the Monthly Hours parameter bubble and updating the number.
Primary Use Case Scenario
A Manager uses this report during monthly staff scheduling and project planning meetings to evaluate whether staff workloads align with their monthly availability and easily identify staff who are consistently over or under capacity.
Actionable Insights
Managers can get ahead of bottlenecks by flagging staff with workloads far beyond their monthly limit. It can also provide data to support hiring, cross training, or season staff augmentation if demand exceeds firm wide capacity.