Workload Planner
Plan team capacity, compare estimated vs spent hours, detect overload early, and rebalance work before delivery risk grows.
Workload Planner gives delivery leaders, PMO teams, and managers a structured workload-planning view across employees, teams, and departments so they can align planned work with real available capacity, including holiday and leave impact.
What this module helps you control
Business outcomes teams expect
What teams use most in this module
Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.
Workload Overview
Use an operational overview to monitor Workload across employees, teams, and departments with date-range perspective and immediate visibility into overloaded versus available capacity.
Capacity Planning
Plan with Capacity, Total Capacity, and Total Available Cap using realistic workable time based on standard daily workload rules.
Estimated vs Spent Time
Compare Estimated Hours and spent effort to detect execution drift and refine future planning assumptions.
Overload Detection
Identify overload early through Estimated hours overload, Spent hours overload, and Total overload hours signals.
Timeline and Chart Views
Use Timeline and Chart views to scan busy and free capacity patterns quickly across planning periods.
Department, Team, and Employee Filters
Filter workload analysis by date range, department, team, and employee so local managers can run focused planning conversations.
Holiday and Leave Impact
Integrate Holiday and Leave effects into capacity calculations so allocation decisions reflect real availability rather than raw headcount.
Billable vs Unbillable Workload
Review list of billable projects and list of unbillable projects with billable expected context to balance utilization and delivery priorities.
Staff Exceptions and Capacity Overrides
Apply Staff exception controls for non-standard availability so workload totals remain accurate for real team conditions.
Statistics and Reporting Views
Use operational statistics to review workload dynamics without turning Workload Planner into a generic BI module.
Start with this workflow
Follow these structured steps to launch one controlled process first, then expand.
Review team workload for the next planning window
Choose date range
Filter by department or team
Review workload and capacity totals
Identify overloaded employees or teams
Rebalance assignments or escalate resourcing needs
Compare estimated vs spent effort
Open workload overview
Review Estimated Hours
Compare with spent hours
Identify gaps or overruns
Adjust future planning assumptions
Plan around leave and holidays
Review upcoming date range
Account for Holiday and Leave impact
Observe reduced available capacity
Shift work or reassign resources
Confirm delivery window remains realistic
Review billable vs unbillable allocation
Review project mix
Separate billable and unbillable work
Inspect Billable expected capacity
Rebalance where utilization targets matter
Align planning with commercial priorities
Handle staff exceptions
Identify employee with non-standard availability
Apply Staff exception or custom capacity
Review updated workload totals
Confirm planning remains realistic
Communicate updates to managers
Department-level capacity review
Filter by department
Review Statistics by estimate hours and spent hours
Review overload totals
Identify bottlenecks
Decide whether to reprioritize, delay, or add support
Who this module is for
Connected records across modules
Built-in Reports & Analytics
FAQ
Can we plan capacity by employee, team, or department?
Yes. Workload Planner supports workload and capacity views by employee, team, and department with date-range filters.
Can we compare estimated and spent hours?
Yes. You can review Estimated Hours, spent hours, Total Estimated Time, and Total Spent Time in the same planning workflow.
Can we detect overload early?
Yes. Estimated hours overload, spent hours overload, and Total overload hours expose risk before delivery impact grows.
Can holidays and leave affect available capacity?
Yes. Holiday and Leave integration reduces available capacity so planning reflects real workable time.
Can managers review billable vs unbillable workload?
Yes. Workload Planner includes list of billable projects, list of unbillable projects, and Billable expected context.
Can we handle staff exceptions or non-standard schedules?
Yes. Staff exception controls support custom standard workload and non-standard availability patterns.
How is this different from Projects?
Projects manages execution details; Workload Planner focuses on capacity, overload risk, and allocation balance across teams.
How is this different from Time & Attendance?
Time & Attendance captures attendance and leave transactions; Workload Planner uses availability impact to improve planning decisions.
Is this mainly for planning or for time capture?
It is primarily a planning and balancing module, not a time-capture replacement.
What should managers review every week?
Review date-range workload totals, capacity and available capacity, overload signals, estimated-versus-spent drift, and exceptions by team or department.
Plans that include this module
Confirm commercial fit before rollout planning.
Ready to evaluate Workload Planner with your team?
We will map this module to your current process, owners, controls, and rollout timeline.
User guide
How to use Workload Planner
Setup checklist, key workflows, reports, and troubleshooting.
Request a Demo
Tell us what you need and we will reply with a rollout plan and recommended modules.
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