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Workload

Workload shows how much scheduled work is committed per member or per project over a period you choose, so you can spot who’s free, who’s overloaded, and which projects are carrying the most hours. It’s part of Planner, alongside Schedule and Timeline.

How to Access

  1. Click Planner in the top navigation bar.
  2. In the left-hand rail, select Workload.

Workload

View and filters

  • Members / Projects toggle: Switch the grid’s rows between team members and projects.
  • Project Status / Priority: Narrow the rows to members or projects matching a given project status or priority.
  • Utilization: (Members view only) Show only members in a given capacity band - Available (under 80%), Near capacity (80-100%), or Over-allocated (over 100%).
  • Legend: The toolbar marks how Task, Project block, and Time off / Holiday entries are each shown in the grid.

Time range

  • Day / Week / Month: Switch the grid’s resolution. Day and Week show individual working-day columns you can drag and drop into; Month rolls scheduled hours up into four weekly totals as a read-only summary.
  • Use the ‹ / › arrows to step through periods, or Today to jump back to the current one.

Reading the grid

  • Members view: Each row is a team member, with a UTIL column showing their scheduled hours against their capacity for the visible period, as a percentage plus the raw hours (for example, 62% · 5h / 8h).
  • Projects view: Each row is a project, with a LOAD column showing its total scheduled hours and a bar relative to the busiest project currently shown.
  • Each cell can show one or more task chips (the task’s estimated hours and name) for whatever is scheduled on that member or project for that day.

Scheduling and rescheduling

  • Add work to a cell: Hover an empty cell and use the + Add hint to schedule an existing unassigned task, or create a new one, directly onto that member and day.
  • Reschedule: Drag a task chip to a different day in the same row to move it.
  • Reassign: On the Members view, drag a task chip to a different member’s row to reassign it. You can’t drag a task to a different row on the Projects view - edit the task’s Project field instead.
  • Rescheduling, reassigning, and removing a task from the grid each show a brief confirmation with an Undo option.
  • Click a task chip to open it in the Task Drawer, or right-click it for more actions.

Settings

Click the Settings (gear) icon to open the same Planner settings drawer used by Schedule - working days, working hours per day, and the default estimate used for tasks with no estimate of their own.