Capacity indicators in the Resource Planner help you make informed resourcing decisions at a glance. With them, you can quickly spot:
Balanced workloads (ideal capacity)
Underutilized teammates (potential for more work)
Overloaded individuals (risk of burnout or delays)
This visual aid helps you plan smarter and respond faster, especially in busy weeks.
How to Enable Capacity Indicators
Go to Resourcing > Resource Planner
Click the gear icon ⚙️ in the top-right corner
Choose your preferred Capacity Indicator style:
With hours: See both a visual indicator and the number of booked hours
Extended: A larger visual cue without hours
Compact: A slimmer view with just the indicator
Hide indicators: Turns the view off (not recommended if you need quick insights)
Include Tentative Bookings (Beta)
Enable the "Include Tentative" toggle to factor in tentative bookings when calculating capacity.
📌 This is especially helpful for forecasting, giving you a full picture of team workloads if tentative bookings become confirmed.
Many teams use this to assess upcoming weeks more confidently and prevent last-minute overloads.
Color Intensity Explained
Colors help you spot imbalances right away:
🔴 Red = Over capacity (the darker the red, the more overbooked)
🟢 Green = Under capacity (lighter green = more free time)
The system compares booked time against each person’s expected working hours.
Tips for Accurate Planning
Don’t assume everyone works the same number of hours!
Adjust expected hours per person under cost rate settings to ensure capacity visuals reflect reality.
