Overview
Overview is the team-level planning dashboard. It is designed for weekly reviews: who is loaded, who has room, where utilization is changing, and which people need a closer look.
How It Fits
Overview workflow
Scan the team
Look for utilization changes across the selected period.
Open a person
Move from a team signal into a member workload profile when a row needs investigation.
Adjust planning
Use Workload or Command Center for the actual assignment changes.
Overview is intentionally less dense than the team workload table. Use it for direction and exceptions, then use the detailed views for exact weekly-hour changes.
Data Sources
Overview combines planned assignments, user availability, time off, and organization workload settings. Availability follows the same resolution order used everywhere else:
- A weekly availability override.
- The active member-specific availability period.
- The user's default availability.
Permissions
Overview is a team view and is hidden for freelancer workspaces. Sensitive fields only appear when the user's role allows them.