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.
Capacity Popup Information (Beta)
When you hover over a capacity indicator in the Resource Planner by Person view, the following details appear:
Capacity: The person’s total available hours
Booked: The total booked hours (shown in hours and as a percentage, including conformed and tentative bookings)
List of bookings: A breakdown of projects, deals, or companies the person is booked on
The system displays the name of the object shown in the left-hand column under each person. Here's what you'll see depending on the type of booking:
Project name: If the booking is on a budget linked to a project
Budget name: If the booking is on a projectless budget
Deal name: If the booking is on a deal
Absence category: If there's an absence booking on that day
Company name: If the user doesn’t have permission to view the project, budget, or deal
Time off allocation: If there's a time off booking but the user can't see time off details due to permission restrictions
📌 Note: Capacity indicators and popups are not available in the By Project and By Absence views of the Resource Planner.
📌 This feature is especially helpful because you don’t need to expand each person’s row to see what they’re booked on, just hover over the capacity indicator for a quick snapshot of their assignments.
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.
