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Executive Capacity Report Summary

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Level 1

Hello. Looking for advice on creating an executive level capacity report for our creative teams. We have different hour availabilities within the same role. For example design managers we only book for 4.5 hours of daily work, while regular employees can be booked for 6.5 hours. We also have part-time employees as well.

Managers 4.5

Regular Employees 6.5

Part-Time 4.0

We tried adjusting their schedules, but that impacted existing projects planned hours. What would be the best method to provide a simple summary for the executives that shows the following information.

Role Planned Hours Available Hours Difference

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2 Replies

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Level 3

Could you add a custom form field that reports available hours for each person and then you could make separate reports or groupings by availability?

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Level 1

Thanks Stacey. I had added a custom field to a user form, but I'm struggling with a way to summarize the information.