The Workload Report shows forecasted utilization, meaning how much planned time each member has relative to their working capacity. It is useful for weekly staffing meetings and for checking whether the team is on track for the next 30 days.
Use the Workload Report when you need to answer: "How much of my team's capacity is planned out, and who needs more or less work?" This is the go-to report for weekly staffing meetings, identifying who is overbooked, who has availability, and whether the team is on track for the upcoming 30 days. Start here before diving into any other report.
Member bars. Each member has a horizontal bar. Gray is available capacity, solid yellow is planned hours, and hashed yellow is tentative hours.
Time off and holidays. Hashed blue is time off, broken down by Time Off Category, and hashed gray is company holidays. Both reduce available capacity. [Needs confirmation: whether the bar shows category names directly or only on hover]
Over capacity indicator. A red asterisk next to total hours means the member is over 100% capacity.
Summary controls. A summary gauge shows the overall percentage of hours planned. Legend checkboxes for Planned, Tentative, Time Off, and Holidays let you include or exclude each category from the calculation.
Date range selector. Choose This Week, Next Week, 30 Days, 3 Months, or a custom range.
Breakdown by dropdown. Switches the Member and Client views between By Planned and By Project.
Member. The default view. One row per member, expandable to projects and phases.
Project. Planned hours by project, expandable to phases and member allocations.
Client. Planned hours grouped by client.
Filters work the same as in the Workload and Planner spaces. They are not dynamic, so refilter after changing a member's department or grouping.
Click the export icon at the top right. The report also supports printing.
This report has 3 views: Member, Project and Client. Each view shows the same underlying data organized from a different starting point.
The Member view is the default starting point. Each row represents a team member.
Click the Member tab at the top of the report.
Click the member selector and choose individual members, filter by department, or Select All.
Click Save.
Select a date range.
Each member shows their capacity bar. Click on a member's row to expand and see which projects and phases their planned time is allocated to. Members over capacity display a red asterisk (*) with the number of hours over.
The Project view shows planned hours starting from the project level.
Click the Project tab at the top.
Select projects by name, number, portfolio, or use the starred portfolio shortcut.
Choose a date range.
Each project shows total planned hours. Expand a project to see which phases have planned time. Expand further to see individual member allocations within each phase.
The Client view groups planned time by client.
Click the Client tab at the top.
Select your clients.
Choose a date range.
Each client row shows total planned hours across all their projects. Set Breakdown by to Project to see whether a client's time is spread across many projects or concentrated on one.
Untick a legend category to isolate it. Turning off Planned, for example, isolates tentative work, time off, and holidays in the bars and row totals.
Switch to Project view for client reporting. It groups the same hours by what they are being spent on rather than who is spending them.
