Overview

The Overview page provides a comprehensive view of your team's workload distribution. It helps you quickly identify team members' capacity, project allocations, and billable vs non-billable work.

Key Features

Workload Visualization

• Current Workload: Shows each team member's current capacity utilization as a percentage
• Trend Indicators: Compare workload changes from previous and next periods
• Billable vs Non-Billable: Visual breakdown of time spent on revenue-generating vs internal work

Team Members Table

The main table displays:

• Team Member: Name and profile picture
• Workload %: Current capacity utilization with trend arrows
• Projects: List of projects the person is working on
• Clients: Associated clients for their projects
• Billable/Non-Billable Split: Percentage breakdown of work types

Filtering Options

• Date Range: Select custom date ranges or use preset options
• Projects: Filter by specific projects
• Clients: Filter by client organizations
• Status: Shows active team members by default
• Filter Persistence: Your filter selections are automatically saved for your session, so they remain active as you navigate between pages

Common Use Cases

Capacity Planning

Use the Overview to:

• Identify team members with low utilization who can take on more work
• Spot overloaded team members who need support
• Plan resource allocation for upcoming projects

Client Management

• See which clients are consuming the most resources
• Track billable utilization across your team
• Ensure balanced client distribution

Team Performance

• Monitor workload trends over time
• Identify patterns in resource allocation
• Ensure sustainable workload distribution

Tips

• The page defaults to showing the current period based on your organization's settings
• Workload percentages are calculated based on each team member's available hours
• Click on column headers to sort by different metrics
• Use the date range selector to compare different time periods