Forecast workload / availability in order to take measures as early as possible:
 (Click to enlarge) | Review assignments for your team(s) and solve conflicts as team. Go to the Assignment Board. 1: Select Resources View 2: Optional: Create filters for all resources and specific teams as learned before.
3+4: Identify overload and underload (by color). 5: Switch to Resources > Projects view. |
 (Click to enlarge) | Use the information to discuss overload e.g. with Co-Team Leaders and Resource Managers. 1+2: In our example Ted has overload and Moe could take over some additional tasks. Use the information to discuss available capacities for additional projects e.g. with Sales. 3: Find new tasks for underload resources like Tina in our example. |
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