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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 Absences.
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The diagram below illustrates the mechanics of the algorithm differentiating between working and non-working days.
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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, there is no validation of availability across different teams - as a result, 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).
Calculation 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 hhours. Team Agile gains four h hours of capacity. In other words, half of Katie's capacity got 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
Individual capacity in none scope boxes such as the root (Home) and portfolio boxes presents:
The user’s calendar capacity if the user is not assigned to any team.
The user’s calendar capacity if the sum of the user’s team capacities is greater than the user’s calendar capacity.
The sum of the user’s team capacities if the sum of the user’s team capacities is less or equal to the user’s calendar capacity.
Workload cell coloring is calculated based on the capacity selected above.
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Collin is assigned to 2 different teams simultaneously. His team capacity is 40 hours per week because his work limit is 40 hours (calendar capacity).  |
Team capacity
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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Capacity = 0
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Capacity is equal to 0 when a resource is unavailable on a given day (because of Workload Plans, Holiday Plans, or individual Absences). The related user’s capacity is automatically set to 0 when the user is archived. Capacity can equal 0 for an individual or a Team. In that situation, in the Resource grid (resources module) and the Resource Panel (Gantt module), the App uses the following algorithm (applies only for tasks that have automatic contouring mode):
As a result, if the capacity (of a resource or a team) is 0 and there are some tasks with effort estimation in that period:
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In the example below, Capacity of a resource = 0 (because of a week-long absence)
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But However, the workload is distributed because the resource is absent for the duration of an entire task.
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This algorithm is useful practical to present resource overload in the following cases:
"Incorrect" allocation of a Resource to a Box (Availability of a Team Member is not matched with the task assignment of this Member in this Box, e.g., Availability=0%).
Tasks are assigned to a Resource with a long absence (e.g., sick leave, maternity leave, etc.)
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The team has no Members
Capacity
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details
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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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
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Description |
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Date | Capacity is always checked for a particular day - date information is listed in the top right corner. |
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Working day/ | Information about whether a resource is working on a given day |
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Resource name and avatar |
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Capacity |
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Factors and |
details | Relevant elements that lead to a particular capacity are listed. |
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Factors
The window with capacity details is divided into sections representing each factor - some sections are not shown if they are irrelevant in a given case.
Workload Plan and team memberships sections are shown only if there is no Absence and nothing is planned in the Holiday Plan that would make that day a day off.
Absences section is shown only if there is an absence planned for that day.
The user is not informed about the absence type and comments attached, as it might contain personal data. Details are available in Administration.
Holiday Plan section - shown only if something is planned for that day in the Holiday Plan; if it is a regular day, the section disappears.
For example, when capacity = 0, you see the factors that lead to this result.
Case 1: Absences
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case Case 2: workload plan (resource doesn't work the weekends.
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Team memberships are influenced by filters on the Resources module:
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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To calculate the "Capacity allocation" and "Work progress" totaltotals, the system importssystem imports the number of hours per day and hours per week from the host platform's global Timetracking configuration of the host platform. |