Coloring rules - workload vs capacity

New coloring rules are applied to help you more easily track the over-allocation and under-allocation of resources.

Coloring

The tile colors indicate whether resources are over-allocated or under-allocated. The new view in the Resources module introduces updated coloring rules, where each tile color corresponds to a specific level of resource utilization.

Utilization calculation

• Workload based on task information:

  • Original estimate

  • Story points

• Capacity (one of the two kinds of capacity is used for the calculation)

  • Team-based capacity - capacity based on individual memberships in teams

  • Total capacity - capacity based on workload plans, holiday plans, and absences

Individuals, projects, and skills

• Green - utilization under 100%

• Red - utilization is above 100%

Note: yellow is NOT used to indicate approaching over-allocation.

Open

Example: if a person has been assigned 7.8h of workload and their capacity is 8h, the grid cell is green.

Open

Teams

• Green - 0% to 80% utilization

• Yellow - 80 to 101% utilization

• Red - 101% or higher utilization

Example:

Custom configuration

The new Resources module only changes the default coloring rules.

If you have customized the configuration for a box type, your existing workload coloring will remain unchanged. The new Resources module will NOT overwrite any rules you have manually set up.

To learn more about custom coloring rules, see the Coloring rules page.

Grouping

When grouping is enabled, the coloring rules for the Teams and Individual swimlanes are applied.