Balance workloads across your team
Spot the problems
- Check Remaining Capacity in the summary. Days below zero mean the team is booked for more than it can do.
- Compare each person’s allocation with their capacity. Someone with more hours allocated than available is overbooked, and someone with few hours allocated has time for more.
Rebalance the work
- Click the arrow next to a busy person to see which tasks are booked.
- Open those tasks and move them to someone with spare capacity, or change their dates. See Work with one-off and recurring tasks.
- Come back to Resourcing to check the numbers have evened out.
The animation below walks through these steps.
Tip: keep estimates up to date
Allocation comes from the time planned on each person’s tasks. Accurate estimates and up-to-date assignees make Resourcing much more reliable. Switch to Month or Quarter view to plan further ahead.