[Transcript]
0:01 - 0:30
The workload report is a summary of members' work plans that have been created compared to the members' available time, based on their work capacity. This report allows you to easily see who may need work, who is over capacity and whether you may need to hire additional team members. You can view the workload report by member, project, client or a summary of your entire organization.
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You can pick the members and the date range that you would like to view from here. The top right will display a summary of total hours planned versus the total hours available for all the members that you currently have selected. The half circle here displays the percentage. You can also expand any member's name to see a breakdown of that member's time by project and by phase.
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The PTO and holiday toggles allow you to decide whether you would like to include those hours in this report. The color toggle allows you to switch your view to color-coded sections based on project color. Hover over each color to see which project it represents. As mentioned earlier you can also view the same report by project or by client.
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You can pick which projects or clients you want to see and the date range below. Finally viewing this report by org gives you a summary view of how many planned hours are allocated for your entire organization or for a certain group of members here. You can pick which members you want to include, select the date range, as well as toggle it from a bar chart to a line graph.
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