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Level 4
January 31, 2024
Solved

Report for workload balancer?

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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KellieGardner
KellieGardnerAccepted 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:

 

2 replies

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:

 

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JaxelleAuthor
Level 4
January 31, 2024

Super helpful! Thank you!

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