The job of this console
See who is over, reassign or stretch dates, and keep the heatmap honest. Simulation and staffing requests have sibling screens when those flags are on.
Project · Resource Planning
Team Capacity
Plan and rebalance team load using utilization charts, heatmaps, timeline views, and assignment controls.
Resource planning workspace with overview, roster, timeline, and Gantt planning modes.
Load planner
Utilization, heatmaps, and assignments on real people
Team capacity plans and rebalances load using utilization charts, heatmaps, timeline views, and assignment controls — on Employee and project assignments, not a fictional bench table.
Resources → Team capacity
Route
/project/capacity
Resource Manager · Project Manager · Manager
Seat at the table
Resource and project managers. Employees see their work on My work and timesheet, not this planner as authors.
The working rhythm
Pick a window, read utilization, open a person or project, change assignment, confirm timesheet still has a place to land.
Moments that bring you here
Quarter staffing. A sick-week hole. After a new project from a PO. When bench vs allocated disagrees.
ⓘ
Protected capacity planning
Assignments write to the live planning model on Employee and Project. This is not a sandbox unless you are on Capacity simulation.
Overview
Team Capacity is the planning cockpit for staffing and overload management. It works across people, projects, and date ranges.
Screen layout
Tabs: Overview · Team roster · Timeline · Gantt.
Planner controls: horizon weeks, status filters, team scope, capacity settings, attention filters.
Header & filters
Key controls: Status filter · Team selection · View mode TASKS · Timesheet actuals overlay · Capacity overrides
Summary & charts
- Overview: utilization bar, assignment status donut, daily load dual-area, free-capacity ranking.
- Roster: people × days intensity heatmap.
- Timeline/Gantt: schedule sequencing and conflict detection.
Main content & actions
Use assign panel to place work and resolve conflicts when capacity thresholds are exceeded.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Overview tabUtilization gauges and heatmaps.
- ✓Roster tabPeople × availability grid.
- ✓Timeline tabWeekly allocation bars.
- ✓Gantt tabProject bars on shared timeline.
- ✓Team / date filtersScope capacity views.
Before you start
⚠️
Over-allocation
Heatmap red cells — defer new work or shift dates before committing client.
💡
Staffing meeting
Start Overview tab, drill Timeline for disputed weeks.
Who uses this screen
Resource managers and PMs planning allocation — Overview gauges, Roster grid, Timeline bars, and Gantt project bars with team/date filters.
ℹ️
Resource planning hub
Use before committing to new project dates — Timeline and Gantt show overload weeks.
Key concepts
Overview tab
Utilization gauges and heatmaps by person and week.
Roster tab
People × availability grid with leave overlays.
Timeline tab
Weekly allocation bars per person.
Gantt tab
Project bars on shared timeline for portfolio scheduling.
Team / date filters
Scope all tabs to org units and date windows.
Permissions
| Role | Access on this screen |
|---|---|
| Resource manager | Full all tabs; adjust allocations where editable. |
| Project manager | View team capacity; propose assignments on project-details. |
| People manager | Roster and Overview for direct reports. |
| Individual contributor | Usually no access — see HRMS Dashboard utilization. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Overview tab | Utilization gauges/heatmap. | Red = over 100%. |
| Roster tab | Availability grid. | Leave from HRMS. |
| Timeline tab | Weekly bars. | Drag if enabled. |
| Gantt tab | Project timeline. | Zoom week/month. |
| Team filter | Org unit scope. | All tabs. |
| Date range | Window for charts. | Default often quarter. |
| Export | Allocation export. | Reports overlap. |
Common mistakes
⚠️
Booking 100% on multiple projects
Timeline shows overlap — resolve before kickoff.
⚠️
Ignoring leave on roster
False availability — sync HRMS leave first.
⚠️
Gantt without date filter
Unreadable on large portfolios — narrow to one team.
FAQ
Capacity vs utilization?
Capacity = planned allocation; utilization = actual timesheet hours on HRMS Dashboard.
Can I assign from here?
Some orgs enable drag-assign — else use project Members tab.
Leave source?
HRMS timesheet leave rows and attendance.
Gantt edit?
Read-only in many deployments — dates edited on project-details.
Workflows
- Set planning horizon and team scope.
- Check utilization and free capacity panels.
- Assign or rebalance work from timeline/Gantt.
- Resolve conflicts via planner modal.
Tips & best practices
Tip: Values above 100% utilization indicate overbooking — use attention filters to triage first.
More guidance
💡
Remember
Utilization gauges and heatmaps by person and week.
ℹ️
Capacity vs utilization?
Capacity = planned allocation; utilization = actual timesheet hours on HRMS Dashboard.