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Level 4
January 31, 2024
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Report for workload balancer?

  • January 31, 2024
  • 1 reply
  • 647 views

Is there a way to create a report for an existing capacity planner for a certain period (6 months+) showing the workers overall capacity and free time?

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Best answer by KellieGardner

We use Resource > Planner for this. There are some limitations and criteria to make planner work but we like that it shows available, planned, actual and % allocations for users.

 

Sample of what it looks like:

 

1 reply

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
January 31, 2024

We use Resource > Planner for this. There are some limitations and criteria to make planner work but we like that it shows available, planned, actual and % allocations for users.

 

Sample of what it looks like:

 

JaxelleAuthor
Level 4
January 31, 2024

Super helpful! Thank you!