Capacity Planner

Capacity represents the available resources, including the number of team members, their skills, and the time they have available to work on tasks and projects.. Capacity planning allows teams to allocate resources (people, time, and skills) efficiently across various tasks and projects. It ensures that team members are not overloaded with work, preventing burnout and maintaining productivity.

How to access Capacity Planner :

Open “Apps” from your top Navigation bar. You will find “Capacity Planner” submenu.

Clicking on menu will navigate to the below screen.

Open

The Capacity Planner has the following components.

1. Template - Define the capacity for your resources and save it for future reuse.

Click on Template drop down and select “Create”. Enter the template name and add users and their
capacity per day and save the template.

Open

2. Capacity Tracking - Allow users to view the Capacity Tracking overview and details.

Select “Sprint” and “Template” (saved in step above) to track the capacity for your sprint. You can add

• Team holidays

• The capacity planned per day for each resource in the sprint.

The app will show the total capacity for the sprint, the allocated capacity and the remaining as per the screen shown below.

The calculations are based on the logic explained here.

3. Save Reports - The reports created in the above step can be saved for reuse by clicking on the “Save” button at the top of the screen.

Report can be kept public or for private use.

The saved reports can be viewed by clicking on the “Saved Reports” button.

4. Export Reports -

Saved Reports can be exported to a CSV file by clicking on “Export” button.