Check team utilization and capacity

Open Resource Planning, choose the week you want, and stay in the Insights tab. Use the person filter to narrow the members shown.

Utilization sets scheduled task hours against weekly capacity. With 30 scheduled hours and 40 hours of capacity, for example, that's 75 percent.

Team utilization

Sum of scheduled hours divided by the capacity of the people shown.

Overloaded

People with more than 100 percent scheduled utilization.

Underutilized

People with less than 50 percent scheduled utilization.

Unscheduled tasks

Tasks that aren't done yet and have no calendar week assigned. This metric is organization-wide and isn't limited by the person filter.

The Utilization per person — planned vs. actual comparison sets scheduled task hours against the hours actually logged for the week. So a high planned value doesn't mean that work has already been done or logged.

The capacity forecast shows the average planned utilization for each calendar week shown. It uses existing weekly assignments and estimated task hours. It isn't an AI prediction of additional work. Watch the week labels: the current range also includes past weeks and doesn't follow the week selected above. Person and category filters currently don't limit this chart.

Open a person via their name or row. Without a custom setting, 40 hours per week is assumed.

1. In the person dialog, check Weekly capacity and that week's tasks.
2. Adjust the hour value with plus or minus.
3. Click Save capacity to apply the setting.
4. Then check utilization with the changed capacity.

In the person dialog, you can mark individual weekdays as Away. That reduces the effective capacity shown there. These markers are currently only held on the open page; they aren't saved vacation or time-off planning, and they don't change the organization-wide stored weekly capacity.

Check the Overloaded and Underutilized lists and open the people involved. Compare their tasks, then reschedule work via Assign or Reassign.