Workload Planner for XFatora

Balance team capacity, prevent overload, and keep delivery predictable. Workload Planner provides a visual view of who’s working on what—so managers can plan realistically.

What you can do with Workload Planner

Visual scheduling

Plan work using a clear schedule view that makes availability obvious.

Capacity and utilization indicators

See who is overloaded and who has room—before deadlines slip.

Assignment planning

Align work with skills and time availability to improve throughput.

Filters and team views

View workload by project, team, role, or time window.

Supports project delivery workflows

Connect planning to projects/tasks where enabled for smoother execution.

Replanning and what-if adjustments

Move work around quickly as priorities change.

Reporting and exports

Share workload and capacity summaries with stakeholders.

How it works

  1. Define teams and assign work items to owners.
  2. Review capacity and adjust schedules to avoid overload.
  3. Track execution and refine planning using real workload data.

Reports & visibility

  • Team capacity and utilization dashboards
  • Planned vs. assigned workload visibility
  • Exportable workload summaries for leadership

Module visuals

Workload Planner dashboard overview
Workload Planner workflow reporting view
Workload Planner module detail screen

Works well with

Time & Attendance

Explore how Time & Attendance complements Workload Planner.

Advanced Projects

Explore how Advanced Projects complements Workload Planner.

Goals Tracker

Explore how Goals Tracker complements Workload Planner.

People Records

Explore how People Records complements Workload Planner.

FAQ

Can I see team capacity at a glance?

Yes. Workload Planner highlights utilization and overloads across teams.

Does it work with projects?

Yes. It complements project delivery workflows where enabled.

Can I reschedule quickly?

Yes. Adjust assignments and time windows as priorities shift.

Is there reporting?

Yes. Export workload summaries and share capacity views with stakeholders.

Start with Workload Planner, add more anytime.

Start with Workload Planner today and expand across modules as your teams grow.

Ready to explore Workload Planner?

Get a guided walkthrough tailored to your workflows.

  • Personalized demo session
  • Module-specific setup guidance
  • Transparent rollout support