Capacity Planning

The Capacity Planning view combines position allocation data with real issue workload metrics to give you a complete picture of how your team's time is distributed. It helps you answer: "Is the planned allocation matching reality?"

Access it from Project Settings → Staffing → Capacity tab.

Capacity table

The Capacity tab shows a table with one row per assigned member:

Column	Description
Member	Name and avatar
Position	The position they are assigned to in this project
Allocation	Their allocation percentage for this position
Progress	A visual progress bar showing completion rate
Active	Number of active (in-progress) issues assigned to them
Total	Total number of issues assigned to them in this project
Overdue	Number of issues past their due date
Logged	Total time logged on their issues

Progress bar

The progress bar shows the ratio of completed issues to total issues for the member in this project. It uses a linear progress indicator with two segments:

• Filled segment — Completed issues (colored)
• Empty segment — Remaining issues (gray)

Summary cards

Above the table, four summary cards provide a quick snapshot:

Card	Description
Assigned Members	Number of members with active position assignments
Avg. Allocation	Average allocation percentage across assigned members
Active Issues	Total active issues across all assigned members
Overdue	Total overdue issues across all assigned members

How workload data is calculated

The workload data comes from the project workload endpoint, which aggregates:

1. Position assignments — Which members are assigned to positions in this project, with what allocation.
2. Issue assignments — How many issues each member is assigned to, broken down by state group (active, completed, backlog).
3. Overdue detection — Issues with a due date in the past that are not in a completed or cancelled state.
4. Time logs — Total hours logged by each member on their assigned issues.

This data is fetched when you open the Capacity tab and can be refreshed by switching away and back.

Reading the capacity view

Healthy distribution

A well-balanced project typically shows:

• Allocation percentages that roughly match the distribution of active issues
• No single member with a disproportionate number of overdue items
• Progress bars advancing at a similar rate across members

Warning signs

Indicator	What it means	Suggested action
Member has high allocation but few active issues	May be blocked or under-utilized	Check if they are waiting on dependencies
Member has low allocation but many active issues	Over-committed relative to their planned capacity	Consider redistributing issues or increasing allocation
Many overdue issues concentrated on one member	Potential bottleneck	Redistribute work or provide support
Progress bar barely moving with high active count	Issues may be stalled	Review issue states and blockers

Workload expansion

On the project staffing page (Positions tab), each position can be expanded to show a workload detail panel for assigned members:

• Active issues count
• Completed issues count
• Overdue issues count with warning indicator
• Time logged total
• Unassign button to remove the member from the position

This allows you to manage staffing decisions directly informed by real workload data.

Relationship to the Staffing Dashboard

View	Scope	Data
Capacity Planning (project level)	Single project	Issue metrics + allocation for project members
Staffing Dashboard (workspace level)	All projects	Position counts, fill rates, cross-project allocations

Use the Capacity Planning view for operational decisions within a project. Use the Staffing Dashboard for strategic decisions across projects.

Related pages

• Staffing Dashboard — Workspace-level staffing overview
• Position Assignments — Manage who is assigned where
• Issue Integration — How positions connect to work items
• Workforce Planning Overview — Module overview