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View all member allocations in one place: a capacity heatmap, a timeline, charts, and a sortable list of available versus allocated hours.

Resources

Project timeline and overview of resource allocation.

Overview

In MembersResource allocation, admins and managers can see a real-time capacity overview for everyone in the workspace. Each team also has an Allocations tab (team header) that shows the same heatmap, timeline, charts, and member list, scoped to that team’s members only. Filters and view switching work the same way as the workspace page. The page includes:
  • A pie chart and bar chart of total booked hours versus available capacity (respects your filters).
  • A timeline of member allocations across projects over time, where you can adjust or move bookings (respects your filters).
  • A list of members with booked versus available hours (respects your filters). Expand a member to see projects and tasks their bookings apply to.
You can filter the view in several ways to focus on what you need for planning. Switch between Capacity heatmap and Timeline from the view dropdown next to the filters - your last selected view is remembered the next time you open the page. By default the heatmap stacks confirmed and proposed demand together so you can see total load without losing the split.

Charts and member list

Workspace allocations overview with charts and member list

Timeline

Workspace resource allocation timeline with member rows and project blocks The timeline shows each member’s and position assignee’s allocations as blocks across projects and time. Use it to:
  • See who is booked where across the date range
  • Adjust or move allocations directly on the timeline
  • Apply the same filters as the capacity heatmap view so proposed versus confirmed work, teams, skills, and other cuts stay consistent. The utilization row under each member uses the same stacked confirmed / proposed fill as the heatmap.

Capacity heatmap

Resource allocation heatmap showing people, dates, capacity, and allocation breakdown The capacity heatmap lays out people, dates, and how available and allocated hours compare. Each member cell is a stacked bar:
  • Solid fill is hours on confirmed projects.
  • Hatched overlay is hours on proposed projects, in the same color as the solid fill.
  • Color bands follow total utilization (confirmed plus proposed).
  • Hover a cell for total, confirmed, and proposed amounts.
When remaining hours is on, the cell is a single remaining-capacity bar instead of the stack. The legend shows Confirmed (solid) and Proposed (hatch) next to the utilization color ranges. Expand a member to see project and task hours; those rows stay as totals for that project or task. The sections below describe how those figures are computed.

Filters

You can filter the resource allocation page by:
  • Time period
  • Project(s)
  • Proposed / Confirmed - leave both selected (or neither) to stack confirmed and proposed demand. Pick only Confirmed or only Proposed when you want to isolate one pipeline.
  • Member(s)
  • Team(s)
  • Position(s)
  • Skill(s)

Settings

In the members table (settings), you can choose from the following ways to show allocations and capacity:
  • Weekly impact (instead of the default monthly)
  • Show remaining hours available to be booked (instead of the default hours already booked)
  • Show booking and capacity in percentage or hours

How available and allocated hours work

You choose a start and end date. You can optionally narrow the people (for example by team, project, role, or skills). The system then walks one day at a time through that range for each included person.

Available hours (capacity that day)

For each calendar day, the system asks how much that person could work that day if nothing else blocked them.
  • It uses their employment contract and the hours per week on the version of the contract that already applied by that day - the latest one whose start date is on or before that day. If there is no such contract, capacity is zero.
  • It assumes a Monday-Friday work pattern: weekends count as zero available hours.
  • It spreads weekly hours evenly across those five weekdays (each weekday gets one-fifth of the weekly hours, before time off).
  • If the person has time off that covers that day and it is not rejected, that whole weekday is treated as fully off: available hours for that day become zero. By default that includes both pending and approved requests; you can switch to only approved time off via the query flag the API exposes.
Not included today (called out in the product code as future work): company holidays, people who work weekends, or anything fancier than a full weekday off for time off.

Allocated hours (planned work on tasks)

For each day, the system also adds up how many hours they are planned on tasks:
  • It only considers tasks they are assigned to that are not cancelled and not marked duplicate.
  • Planning comes from task allocations: for a given period, how many minutes per weekday (Monday through Friday) they are supposed to spend on that task. Those minutes are turned into hours and summed for that day.
  • Tasks without allocations contribute nothing to allocated hours.
  • Work is grouped under projects (tasks with no project go under a generic no project bucket).
  • Hours on proposed projects are kept separate from hours on confirmed projects. The heatmap stacks them; totals and color thresholds use confirmed plus proposed unless you filter to one side.

How it is summarized

For each person, for each day in the range, you get:
  • Available hours - capacity that day (contract-based, weekdays only, minus full-day time off as above).
  • Allocated hours - planned hours from their task allocations that day, split into confirmed and proposed.
The same daily available figure is shown next to each project and task breakdown so you can compare planned work to capacity at those levels. Important: this view reflects planned allocation on tasks, not hours actually logged on a timesheet. The two can differ if your workspace tracks both separately.
  • Match the date range to how you plan (for example a sprint or a month) so you see overload and slack before you lock in dates.
  • Stack filters deliberately: team plus project, or role plus skill, to answer a specific question instead of scanning the whole workspace every time.
  • Use the Timeline view when you need to reshuffle bookings across people or projects; use the Capacity heatmap when you need totals and utilization at a glance.
  • Keep contracts and time off current; available hours are only as accurate as that data.
  • When the capacity heatmap looks tight, hover a cell to see how much of the load is confirmed versus proposed, then expand people and tasks and compare planned hours to the same daily capacity before you add scope or promise dates.
  • Use this view for capacity and staffing; pair it with finance or project views when you need revenue, margin, or delivery risk - not utilization alone.