Use case · Plan
See who has room in the next 8 to 12 weeks
Hours per person and week, from work schedules, absences and the tasks you planned.
Example from the app: the capacity planner in the billable view, hours per person and week for three teams, with one developer's projects, tasks and a retainer booking expanded.
The problem
A new job comes in and nobody knows who really has time next week. The same two people end up overbooked, and the work that has no owner surfaces when it is late.
How it works in workelligence
- 1
Switch on Capacity planning under Settings → General → Modules.
It is off in a new workspace.
- 2
Set the work schedules and absences under Settings → Planning.
Hours per weekday for everyone, individual schedules where they differ, holidays and sick days as absences.
- 3
Give tasks an estimate and a planning window.
The estimate spreads over the remaining available days of the window; a half-day absence changes the picture the moment it is entered.
- 4
Read the board under Time → Capacity.
One row per person, one column per week: Target, Planned, Available and Tracked, with the load bands free, planned, nearly full and overbooked.
- 5
Clear the tray of work that is not landing.
Tasks without an estimate, an assignee or a usable window are listed under the board; one click opens the field that is missing.
What firms use it for
Close the month from logged time
Bill a project or a retainer period in one run, with the statement of hours attached.
Read the use case BillRetainers with an hours quota
See the burn during the month and bill the overage with the period, not three months later.
Read the use case BillProgress invoices and the changes nobody billed
Fixed-fee jobs with advances and a final invoice, and extra work on its own milestone.
Read the use case DoTime tracking that actually gets filled in
A timer while you work, a week grid that marks missing days, and last week copied in one click.
Read the use caseYour 30-minute discovery call
A genuine review of how you plan people today, and where it can improve.
No slides. No sales pitch. A genuine review.