Purpose
To evaluate each staff member’s annual workload capacity by comparing budgeted hours for all subtasks 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 | Subtasks |
Function | Capacity & Time |
Filters | 2080 hour work year |
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.
Annual Hours parameter - Value of 2080 hours.
Available Hours formula - Calculated by taking the Annual Hours parameter and subtracting the sum of the subtask budgeted hours.
Annual Hours - sum ( Subtask 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 - Subtask 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.