Manage team utilization

Team Utilization provides a team manager with visualization of assignment of their team members. Team manager then can analyze their team members' workload and take appropriate actions to make sure that the workload is balanced.

Prerequisites:

  • You must have the Edit Resource Pools or the Edit All Resource Pools access grant.

  • You are the team manager, or the manager of its parent team.

View resource's assignment

The team Utilization tab lists the assignment and remaining capacity of each of the resources in your team and its subteams during a specific time range.

Note: Team Utilization tab only lists resources that are enabled and whose participation in your team or its subteam is greater than zero in the specified time range.

It includes a table:

  • The left part of the table displays the role and resource type of each listed resource.

  • The right part of the table displays the resource's remaining capacity during each time period. The cell color gives you the hint to which extent the resource's capacity is utilized. You can set your personal preferences on utilization coloring. See Set your personal preference on team coloring for details.

  • Resource that is assigned to staffing profile positions has a triangle before it. Expand the resource to view details of each assignment: which position the resource is assigned to, the staffing profile of the assigned position, the status of the assignment, the role and resource type requested by the position, and the assigned allocation.

  • The top part of the table displays the total remaining capacity of all the listed resources.

The Utilization tab has the same UI elements as the Demand tab. You can use these UI elements to set how the data is displayed in the table. See UI elements available in the Demand tab for details.

You can filter and group displayed resources by resource attributes: Role, Resource Type, and Team. For details of how to filter and group, see Filter data in the Demand tab and Group data in the Demand tab.

You can also sort displayed resources by clicking the following columns: Name, Role and Resource Type.

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Adjust or delete resource's assignment

The team Utilization tab helps you rapidly pinpoint areas of over- or under-allocation. You may consider shaking some assignments off an over-allocated team member and migrating them to some under-allocated members.

To adjust or delete a resource's assignment from the team Utilization tab:

  1. Open the Utilization tab of your team.

  2. Expand the resource whose assignment you want to adjust or delete.

  3. Editable assignment has an edit icon in front of it. Locate the assignment you want to adjust or delete.

      Note:
    • Only when the staffing profile where the resource is assigned is In Planning or Active, can you edit the resource's assignment in this staffing profile.

    • Only when the period type is set to month or week, can you adjust or delete a resource's assignment. See Period type for details.

    Action How to
    Adjust an assignment

    Update the numbers in the target period cell.

    Use the shortcuts described in Shortcuts when editing allocation to facilitate the edit.

    Change assignment's status In the Status column, select Soft Booked or Committed.
    Delete an assignment

    Assignment that can be deleted has a delete icon () after the position name.

    To delete an assignment, click the delete icon .

  4. Click elsewhere on the page to save your changes.

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