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- Capacity Planning Dashboard
- Who it's for
- Internal delivery teams
Internal delivery teams
An internal delivery team receives work from several parts of the business while relying on a shared group of people. Give each commitment a project owner and delivery window so the team can discuss demand in a consistent way. The weekly capacity baseline helps the Delivery Lead examine the dated assignments that managers want to place in the next cycle.
How Capacity Planning Dashboard is set up for you
Business ownership
Record the internal organization and the person responsible for the project. Use the summary and package descriptions to explain the requested outcome before assigning delivery work.
A common planning period
Include unfinished tasks whose dates overlap the current period, even when their due date falls later. Review a person's existing assignments before interpreting their total estimated hours against weekly capacity.
Visible waiting work
Keep blocked tasks and pending milestones in the discussion. The manager should be able to identify the next owner and explain the effect on the project's dates.
Recorded decisions
Retain the review subject and outcome when scope is approved or returned. The next manager can follow why an assignment changed without relying on the original meeting.
An internal delivery team receives work from several parts of the business while relying on a shared group of people. Give each commitment a project owner and delivery window so the team can discuss demand in a consistent way. The weekly capacity baseline helps the Delivery Lead examine the dated assignments that managers want to place in the next cycle.
Choose an internal reporting project with a recognizable month-end milestone. Prepare a work package, assign its tasks and confirm the capacity baseline with the people doing the work. Include another internal request for the same developer so the planning review has a real scheduling choice to resolve.
Rehearse a blocked task caused by an unavailable input and record the resource concern with its mitigation. Follow the issue through triage and verification, then decide which work remains for the next period. Agree how non-delivery commitments affect the capacity baseline and arrange any leave-calendar connection separately. Expand after the team can explain the revised dates and assignment owners from the records.
Use [Team capacity](/capacity-planning-dashboard/modules/team-capacity) and [delivery review and rebalancing](/capacity-planning-dashboard/processes/review-and-rebalance) to run the pilot discussion.
Features to start with
Team capacity
Use weekly capacity, role and practice alongside dated task demand when deciding who can take on work.
Work packages
Organize project work into owned delivery blocks with dates, hour budgets and visible task demand.
Task workload
Keep each assignment, estimate and delivery state visible as work moves through the task board.
Roles on the team
- Admin
- Maintains user access and the organization and personnel records used to identify delivery work.
- Delivery Lead
- Owns capacity assumptions and authorizes the project scope the team is prepared to deliver.
- Project Manager
- Plans assignments and coordinates time, milestones and exception follow-through for delivery work.
- Developer
- Maintains assigned task progress, records work time and raises issues with supporting evidence.
- QA Engineer
- Examines fixes and delivery evidence, records verification outcomes and books time against assigned work.
Set up Capacity Planning Dashboard your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.