Schedule Page Overview

The Schedule page is where you can view employee workload and utilization. On this page it's easy to answer questions such as:

• Who has capacity to take on more work?
• Does a particular office, team, or department have capacity to take on more work?
• Is anyone over/under utilized, and if so, by how much?

The screenshot below shows resource grouped by office:

In the above screenshot you will notice two numbers in each cell (for a given user on a given day): total estimated hours and percent utilization. For example, Allison is 100% utilized with 8 hours of assigned work on Monday, October 16. This number comes from the sum total of the estimated hours for all of her works items and events on that day.

The colored bars that appear on the schedule page are called allocations. An allocation is either a work item or an event. For work items, the numbers on the allocation bar represent the amount of the total estimated hours that are distributed on a given day.

Days Off & Holidays

Notice the umbrella icon on October 18 and 19 (for Allison). This means that she is out of the office. October 20 is a holiday.

Unscheduled Work Items

Work items that do not have both a start and due date will appear in the Unscheduled list, which can be accessed by clicking on the calendar icon shown below:

The Unscheduled list will appear on the left of the page. You can drag these items to a user on the right and drop it on a specific day.

You can filter the list of Unschedule Work Items by click on the filter icon shown below:

There are many different filters that can be used to find specific types of work items that may be appropriate for a certain user:

At the bottom of the list of users you will find a list of work roles. This is where you can view work items that have been assigned to a work role, but not a person.

The work items that appear for a given role can be dragged and dropped on a user to assign it to that person. In the screenshot below you can see that a work item is being dragged from the "Engineer" role to Stan Gibson:

Each users allocations can also be grouped. Below you can see the allocations grouped by priority:

Allocated Time vs Remaining Time

By default the Schedule page will show allocated time metrics, as shown below:

You can click on the button to change it to show Remaining Time: