Plan who is working on what

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Open the Capacity tab. Each person is a row, time runs across, and each bar is a commitment.

The Capacity control

Allocating. Allocate or Drag across days to allocate · drag a bar to move or resize

In Allocate a person set the Person, Project, Start and End, then how much of them you are taking: Percent of capacity, Hours per day or Total hours. A Note helps — Optional context for this allocation…

Percent is usually the honest unit. "Half of Anna for three weeks" matches how work really goes; "120 hours" hides the fact that she is also on two other things.

Conflicts are shown, not blocked. You are told Overlaps {{count}} existing allocation(s) in this range and {{day}} reaches {{pct}}%. Somebody at 140% on a Thursday is a decision for you to make, and the plan says so rather than quietly accepting it — which is the entire value of the view.

Absence shows on the plan. Days somebody is away are striped; a request still waiting for approval is fainter. When work is booked on a day the person is away the day is outlined as Booked while away, the row says how many days that is, and the booking offers Find cover: the colleagues who could take those days, one click to hand them over. Booking someone on a day they are away warns you first. That work still counts as booked, so being away never makes somebody look freer: The Absence tab

Zoom to the question. 1 week for this week's reality, 2 weeks or 4 weeks for whether you can take the next job. free marks the spare capacity.

No project covers holiday, training and internal work. Leave those out and the plan will always look more available than the team is.

Planned is not actual. This is what you intend; the timesheet is what happened. Comparing the two after a project is how estimates get better: Read your week, and add hours up over a period

No team members to plan yet.

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