Viewing Members and Their Workloads

Selecting and Filtering Members

1. Click "Select Members" in the top left corner to populate members in your workload space.

   

2. Use the checkboxes to select specific Members or click "Select All" to include all Members. The maximum number of Members that can be selected at a time is 400.

   

3. Group the members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, or Skills by clicking the button on the top.

   

4. Members can be filtered by Departments, Portfolios, Roles, Disciplines, Offices, Regions, or Skills.

   

   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.
   

5. Once click done on the top, selected Members will show on the page. Hover on the Member avatar to see more information of the Member on the tooltip.

   
   

   If the role displayed in the tooltip is the member's default role, “(Default)” will appear next to the role name.
   

Sorting Members

Once members are selected, you can sort them by first name alphabetically or by availability.

• Alphabetical Sorting:

  • Members can be sorted alphabetically in either A to Z or Z to A order.

• Availability Sorting:

  • Availability sorting is available for different time frames:

    • Today

    • This Week

    • Next 2 Weeks

    • Next 4 Weeks

    • Custom: able to select cutom dates

  • For each time frame, members can be sorted based on availability in either High to Low or Low to High order. This allows organizing members by their availability, either starting with those most available or least available.

    

Member Capacity Heatmap

The heatmap can be customized to show the percentage or hours (planned or available).

Read more about the settings

Hover on the heatmap the breakdown of hours for each category will be displayed. The tooltip will show different information when you view by different intervals.

• Day View & Week View

  The Member Capacity is not capped. When the planned hours are over the capacity, available hours will be negative.

  

• Month, Quarter, & Year View

  Available: Overall available hours. This will be negative if the member is over capacity.

  Available at [X]h Capacity: On some days the member of this interval the member still have available time. You can switch to day view to see which days the member are over capacity and which days the member still have available hours.

  

• Summary row

  The overcapacity Member count will show on the summary row and the tooltip.

  

Capacity with Holiday and Time Off

Holiday hours will be excluded from the calculation of a member's capacity percentage.

• The member's capacity is 40-8 = 32 hours

• Planned hours include Project Work Plan and Time Off hours.

• Time Off and remaining capacity percentage will be calculated separately.

Shortcut to Edit Member Work Capacity

Only Admins are allowed to change Member's capacity.

1. Right click on a member's heatmap cell. ClickEdit Work Capacity option.

   

2. A new tab will open to Organization settings > Members > Capacity

   

Shortcut to Create TO Work Plans

1. Right click on a member's heatmap cell. Click Out of Office All Day option.

   

2. A Work Plan Modal will open with the Time Off project selected. Fill out the information and click Create.

   

Archived Work Plans

When a Project, Phase, Subphase, or Work Category is archived, the associated Work Plans are also archived. Archived Work Plans are indicated with a red archived icon, and hovering over the bar provides additional details about the archived item.