Scheduling > Capacity Status Graph

The scheduling > schedule overview > capacity status graph allows you to review current and future capacity on a grand scale. Great view for quickly accessing the capacity across different departments and easily see tentative bookings, hours booked, on-hold bookings as well as absence entries.

ACCESS THE CAPACITY STATUS GRAPH

• Go to the scheduling module > capacity status graph

• Use the filtering options to include/exclude data accordingly and set the date range

Open

Open

To make the filter stay on screen, press the unpinned icon to turn it into a pin icon.
Otherwise, it will close as soon as you move your mouse away from the filter.

UNDERSTAND THE COLOUR CODING

• Most colours are reused throughout the system which explains why some of the colours feel familiar. Hours are displayed as followed:

  • Yellow = Booked on a job in “quotation”.

  • Green = Booked on a job “in progress” with a billable job status.

  • Light Green = Booked on a job “in progress” with no billable job status.

  • Gray = Booked on a job “in progress” with an inactive schedule.

  • Red = Overbooked

  • Blue = Free capacity, calculated based upon filter options.

  • Orange = Absence and holiday capacity.

REVIEW FUTURE CAPACITY

Understanding the available capacity is an important task. To do so, you can make great business decisions in regard to capacity.

• Filter options make it possible to choose a monthly, weekly or daily view

  • The filter options also support drill-down functionality such as teams and employee types among others

Related articles