Capacity Planning
Identify areas where demand outstrips availability by sorting the resource list by the Waiting List column. With this enhanced visibility, you can identify areas where you need to take corrective action, e.g., by hiring freelancers or adjusting project scope to match resource availability.
You can also sort by any of the columns. For instance, just click the Total Scheduled tab to see who’s been booked for the highest number of hours. Or, click Overtime to see who’s taking on the most extra hours.
This same technique can be used in your Project and Client reports to see where the most time has been booked, or which project/client has the most Non-Billable hours, for example.
When using the Schedule Heatmap, you can quickly visualize utilization across your team. The heatmap highlights availability and workload levels with color-coded indicators, making it easy to spot overbooked or underutilized resources. Use this view alongside filters to gain deeper insights into team capacity and resource allocation. Find more information on the Schedule Heatmap here.
Learn more
Navigating Reports
Using the Downloaded Reports
Filtering Reports