Capacity Planning
Visualize who's overloaded and who has headroom — a heatmap of assignees by week.
Capacity planning shows who's booked solid and who has room to take on more. It's a heatmap — assignees on the left, weeks across the top — with cells color-coded by workload.
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Opening the Heatmap
Go to Projects → Capacity (or switch to the Capacity tab from the Portfolio dashboard).
Reading the Heatmap
| Color | Meaning |
|---|---|
| Green | Comfortable — under target capacity |
| Yellow | Near target — watch for new assignments |
| Orange | Over target — at risk of burnout |
| Red | Significantly over — immediate action needed |
The threshold for each band is configurable at Projects → Settings → Capacity.
What Counts as Capacity
Workestra sums each assignee's task estimates (story points or hours) for tasks with a due date in that week. Tasks without an estimate count as 1 point by default — admins can change the default at the settings above.
Rebalancing
Click any cell to see the tasks making up that assignee's load for that week. From there you can:
- Reassign — move a task to someone else
- Reschedule — push the due date
- Deprioritize — drop priority or move to backlog
Team Filters
Filter the heatmap by:
- Team — only show members of a specific team
- Project — only count work in selected projects
- Horizon — next 4, 8, 12, or 24 weeks
Using Capacity in Planning
Before a cycle starts, use the heatmap to confirm no one is red or orange. Before assigning work, glance at the assignee's upcoming weeks. When building roadmaps, stretch epics across weeks that actually have headroom.
Next Steps
- Cycles — plan sprints around capacity
- Reports — historical velocity complements the forward-looking heatmap
- Time Tracking — compare actual hours worked to estimated capacity