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- Capacity Planning Dashboard
- Who it's for
- Professional services teams
Professional services teams
A services team often shares delivery staff across several client engagements. The planning meeting needs a clear view of the current commitments before another manager promises the same person's time. Connect each project to its organization, break the work into owned packages and inspect dated task demand alongside the person's weekly capacity.
How Capacity Planning Dashboard is set up for you
Client context
Keep the organization, project owner and delivery method with the engagement. The Delivery Lead can review the commitment with its intended dates before the manager activates the scope.
Shared specialist time
Use role and practice to identify the relevant delivery group, then discuss the actual assignments with the person and their manager. Compare the work for a consistent planning period.
Recorded effort
Book time against the person and project, with a task link where appropriate. Review validation outcomes and delivery progress together before revising the remaining estimate.
Exception ownership
Follow blocked tasks, overdue milestones and open resource concerns to a named owner. Keep the mitigation and next decision visible when the work spans client teams.
A services team often shares delivery staff across several client engagements. The planning meeting needs a clear view of the current commitments before another manager promises the same person's time. Connect each project to its organization, break the work into owned packages and inspect dated task demand alongside the person's weekly capacity.
Choose a reporting engagement that needs a developer and a QA Engineer. Prepare its project and work packages, then compare the proposed tasks with the people's existing assignments. Have the Delivery Lead return a scope that does not fit the period and approve the revised commitment.
Follow a task into a valid time submission and an issue that needs verification. Use the review to explain the remaining work and the capacity carried into the next cycle. Agree connections to invoicing or other commercial systems separately with their owners. Expand after the managers can explain assignment changes using the project and task records.
Start with [capacity planning and assignment](/capacity-planning-dashboard/processes/plan-and-assign) and review [Time and effort](/capacity-planning-dashboard/modules/time-and-effort) with the pilot team.
Features to start with
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.
Delivery exceptions
Give issues, overdue work and resource risks a clear owner before they change the delivery plan.
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.