Contents:
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Introduction
The capacity of your the resources is calculated based on Workload Plans workload plans and non-working days resulting from Holiday Plans holiday plans and individual Absencesabsences.
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Individual capacity
The formula for calculating the capacity of an Individual Resourceindividual resource:
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Individual capacity per day = sum of (working hours per day - team availability per day) |
Currently, availability across different teams is not validated, so the total availability across different teams may can exceed 100%.
Capacity = working hours specified in the Workload Plan workload plan - non-working days (in other words, how much of total work can a resource do in a period. If
Example: Kate works eight hours a day, her . Her standard workday capacity is eight hours. If Monday is a national holiday and she has a day off, her Monday capacity is 0h).
The calculation of individual capacity considers team members' availability across all teams (if .
Example: Kate is assigned 50% availability in team Agile, her . Her capacity as an individual for a standard workday mentioned above is four hours. Team Agile gains four hours of capacity. In other words, half of Katie's capacity was allocated to the team effort. Her capacity as an individual has been reduced). Team GT1 has two members. Each of them works eight hours a day, but their team availability differs.
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Individual capacity = Workload Plan value - Team allocation
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If a resource is assigned to a team 100%, their individual capacity is synonymous with team capacity. So it's 100% (not 0h). |
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Individual capacity in portfolio boxes
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The formula for calculating the capacity of a Teamteam:
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Team capacity per day = sum of individual capacities of team members per day. |
Team capacity = 8h +4h (8h*100% + 8h*50%) = 12h
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After clicking on the capacity cell, you see a pop-up dialog box containing information on the main factors that make up daily capacity:
Workload Plans
Efficiency
Holiday plans and their impact
Absences
availability Availability in teams
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Capacity details can be viewed directly in the Resources module. To use the functionality, set up the module data as follows:
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You need to be in the Individual view.
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To see the capacity details:
Go to the Individual view in the Resources module.
Check the Capacity option in the View dropdown.
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Set the Aggregation of the
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time period
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to Daily.
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Capacity pop-up elements
Element | Description |
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Date | Capacity is always checked for a particular day - date information is listed in the top right corner.  |
Working day/ | Information about whether a resource is working on a given day  |
Resource name and avatar |  |
Capacity |  |
Factors and details | Relevant elements that lead to a particular capacity are listed.  |
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Team XYZ members (team filters)
All team members
Individuals with tasks
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Capacity exceeds
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workload plan hours
Such a situation is possible if the availability of a resource in teams exceeds 100% (across all Boxes in the App). Read more
This situation is marked in the Resources and Teams module with a yellow border around an avatar.
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