The workload report is a summary of member work plans that have been created in Mosaic compared to member's available time based on their work capacity.
This report allows you to easily see who may need more work, who is over capacity and whether you need to hire additional team members.
You can view the workload report by project or by member, project, client or a summary of your entire organization.
Members
Select the members you would like to view.
Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, Skills
You can filter your members list by clicking on the Filter button in the top left
Note: The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options.
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.
By default, the members are sorted by the percentage of the yellow bars in descending order.
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.
Member Tooltip
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.
Member Menu
Click three dots on the member, you can view member's profile or edit member's capacity if you are an admin.
Project
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
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.
Client
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).
Private Project
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
can only view projects they have access to (either as a Member or as a Project Manager) under each Member.
Organization
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!
How long does it take for the Workload Report to show changes?
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.