Planning Capacity

The Capacity view answers the fundamental resourcing question: do we have enough people? It compares your team's available hours against the hours demanded by active and planned projects — surfacing gaps before they become delivery problems.

Capacity vs. Demand Chart

The main chart in Planning > Forecast shows supply and demand side by side, broken down by week or month:

• Blue bars — Available hours (capacity)
• Orange bars — Hours demanded by projects
• Red — Periods where demand exceeds capacity (overbooked)
• Gap above zero — Spare capacity that can absorb new work

The capacity vs. demand chart — red periods signal overallocation that needs to be resolved.

How Availability Is Calculated

Starting from each employee's working pattern in People:

1. Working hours per day × working days in the period
2. Minus approved time off (synced automatically from People)
3. Minus hours already allocated in the Schedule board

The result is the net available hours for that person in that period.

How Demand Is Calculated

Demand is pulled from two sources:

1. Allocations on the Schedule board — the primary source
2. Project hour budgets — for projects without granular allocations, enter a total estimated hours budget on the project; Planning distributes it across the project timeline

For projects not yet allocated, admins can enter a manual "estimated hours needed" figure directly on the project record to show anticipated demand without committing specific people.

Demand from the CRM Pipeline

CRM closed-won deals can automatically import as draft resource requests. Configure which deal stage triggers this in Planning > Settings > Pipeline Integration.

When a deal reaches that stage, a draft resource request appears in Planning > Demand with the deal name, estimated value, and an editable hours estimate. Approve the request to move it into the Schedule board as an allocation.

This closes the loop between sales and delivery — the team is never surprised by a new project that arrived without a capacity plan.

Scenario Modeling

Planning > Scenarios > New Scenario

Scenarios let you model changes to the plan without affecting the live schedule:

1. Clone the current state into a new scenario
2. Make changes: add a project, hire a new person, remove a team member, shift timelines
3. The scenario shows the resulting utilization heatmap and capacity chart
4. Compare scenarios side by side before committing

Scenarios are read-only by default — promote a scenario to live to apply it to the actual schedule.

Scenario modeling — compare a 'hire now' plan against a 'delay hiring' plan before committing.

Utilization Reports

Planning > Reports provides detailed breakdowns:

Toggle billable vs. non-billable to separate revenue-generating work from internal projects (requires rate configuration in Planning Settings).

Export any report to CSV for use in external tools.

Project Profitability Preview

If hourly rates are configured in Planning Settings > Roles, each project shows:

• Projected labor cost — planned hours × role rate
• Project budget — from the Projects module
• Variance — whether the project is on track to come in under or over budget

This pre-delivery profitability signal is visible on the project card in Planning > Schedule and in Planning > Reports. It helps PMs and finance identify at-risk projects before work begins.