What it is: A team member has exceeded the number of feasibly workable hours with the tasks assigned to them, as indicated by their capacity settings. One or more of the tasks that have overfilled this team member's plate is part of this project. In the example below, 16 hours worth of work
Why it matters: Team members with workloads that exceed their set capacity are much less likely to be able to complete all of the tasks assigned to them on time.
- Try to find another resource on your team with more availability by visiting Teams > Timeline (Team Capacity) view. In the example below we can see that Kevin Hudson is overbooked 98% of the time in the next 90 days, but that teammates have more availability. In the forecast for this week, both Jodi Matthews and Lynn Engram have very little work scheduled, so they may be able to shoulder part of this workload.
- If the task owner is the only person on your team able to complete this task, you might negotiate with other projects to see if they could reassign their task to another resource, freeing up time for your task owner.
- Use the Capacity Planner to adjust the dates for the task to a date where the team member is not so overloaded, or expand the work window to give them more time to get the work done. To view the Capacity Planner, open the SmartTask you'll be adjusting, click on the due date, and then click the capacity icon.
The Capacity Planner opens and you're able to view the number of scheduled hours for that team member day by day to find a timeframe with better availability. The triangles displayed at the corner of each day show the number of hours available--in the example below, on October 22nd there are five hours available for work.