Who has work in the next planning period?
Inspect unfinished tasks whose dates overlap the period by assignee and project, including work due later; clarify undated assignments before comparing demand with weekly capacity.
From Team capacity
- Capacity Planning Dashboard
- Capacity and delivery reports
Reports for the questions your team asks
Read capacity, assigned demand and delivery effort with a consistent period and clear ownership.
Overview×
Capacity Planning Dashboard · Overview
Capacity Planning Dashboard dashboard
This quarter
Time entries in view
6Total hours
47Billable
3Non-Billable
3Projects by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 32 | ||
| Active | 7 | 22% | |
| On hold | 1 | 14% | |
| At risk | 1 | 100% |
Estimated hours by status
Sample totals per stage
Questions to answer
Which practice owns the demand?
Review active team members by role and practice, then discuss the relevant assignments with their lead.
From Portfolio and scope
Where is package effort changing?
Compare budget hours with task estimates and actual hours, keeping the underlying work available for examination.
From Team capacity
Which time entries can the team rely on?
Distinguish Submitted and Approved time and inspect failed attempts when validation has not completed as expected.
What is holding up delivery?
Review issue severity, fixed work awaiting verification and milestone dates with their owners.
From Delivery exceptions
What decision changed the commitment?
Follow the recorded subject and reviewer notes, then inspect execution receipts where an action needs explanation.
More reports
Capacity baseline by practice Grouped
Group active people by practice and role with their weekly capacity and total assigned estimates for the planning discussion.
Assigned task demand Grouped
Group tasks by assignee and project with their start and due dates, estimates and states to identify unfinished work overlapping the review period.
Work package hour comparison List
Compare each work package's hour budget with its task estimates and actual hours, alongside the delivery window and state.
Project effort overview List
Show each project's estimated, actual and logged hours with the recorded hour variance, owner, end date and state.
Recorded time by person and project Grouped
Group recorded hours by person, project, work date and billable classification, keeping Submitted and Approved time separate.
Issue severity and verification Grouped
Group issues by project, severity, owner and state to show unresolved work and fixes awaiting verification.
Milestone follow-through List
Review each project's milestone due dates, owners and notes with the Pending, Met or Missed outcome.
Resource risk register List
Review resource risks with their probability, impact, owner, mitigation and current state.
Decisions and execution evidence Grouped
Group review decisions by project and subject, then resolve operation receipt references separately to trace attempted actions and their results.
Set up Capacity Planning Dashboard your way.
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