The Workload Report provides a summary of Member Work Plans in Mosaic, compared against each Member’s available time based on their defined Work Capacity. This report makes it easy to identify Members who may be underutilized, over capacity, or where there may be a need to hire additional team members.
The Workload Report can be viewed by Project, Member, Client, or as a summary across the entire organization.
On each tab, next to the Report title, the number of filtered entities will be displayed alongside the total count.
Member
Project
Client
Team
Select the members to view.
Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, and Skills.
You can filter your members list by clicking on the Filter button in the top left
Select the date range you would like to view.
In the top right will display a summary of total hours planned vs. total hours available for all members you currently have selected. The half circle displays the percentage.
You can then expand a member's name to see a break down of that member's time by project, phases, subphases (if applicable) and work categories.
The TO and Holiday toggles allow you decide where you would like to include those hours in this report.
The color toggle allows your to switch your view to color coated sections based on project color.
Hover on the member, you can see more details about this member, including role, capacity and bill rate (if any) of the member. Click View Member Profile to see the profile of this member.
Click three dots on the member, you can view member's profile or edit member's capacity if you are an admin.
Allows you to view how many planned hours are allocated to a certain project or projects.
Select the projects you would like to view.
You can also select projects based on portfolios or members
Work Planners with the following permissions:
Work Planner > Can Edit > Projects they are a Member of
Work Planner > Can Edit > Projects they are a Project Manager of
can only select Projects they have access to (either as a Member or as a Project Manager).
Select the date range you would like to view.
You can then expand a project's name to see a breakdown of each phase, subphase, work category and the members that make up the planned time.
Allows you to view how many planned hours are allocated to a certain client or clients.
Select the client and dates you would like to view.
You can then expand a client's name to see a breakdown of each project, phase, subphase and work category (if applicable).
Work Planners with the following permissions:
Work Planner > Can Edit > Projects they are a Member of
Work Planner > Can Edit > Projects they are a Project Manager of
can only view projects they have access to (either as a Member or as a Project Manager) under each Member.
Gives you a summarized view of how many planned hours are allocated for your entire organization or a certain group of members.
Select the members member you would like to view along with the timeframe.
The TO and Holiday toggles allow you to decide where you would like to include those hours in this report.
You can switch your report view between bar and graph.
Filtering of the members and projects is completed for ALL REPORTS, and making it easy to drill down on the data you need. In the coming months you will even be able to save multiple filter settings to access various filter settings instantly!
Depending on the extent of the changes, the updates should take seconds to minutes. If you are experiencing issues, try reloading the page. If the issue persists, please report the issue to our team.
Why don’t Open Roles appear in the Workload Report?
Open Roles do not show up in the Workload Report because they do not have a defined capacity—which is required for workload calculations. To see time allocated to Open Roles, check out the Planned Time and/or the Role Demand reports.
