Workload Report

The Workload report is best for planning and tracking work hours. It shows how many hours are already assigned and how much capacity remains for each team member. It can help answer key questions such as: 

• When can we start new projects? 
• Who has the capacity to take on extra work? 
• Who is overloaded and needs support? 
• Which projects will people be spending their time on? 

Items and Overloads 

For your items to appear in the Workload report, they need three key elements: 

• A schedule or due date 
• An assignee 
• A time estimate (Items without a time estimate will still be shown but won’t be included in the total hours for the day or week.) 

What’s more, overloads are highlighted in red, and the report displays the total hours used compared to the total available hours for the entire team. 

Customize Workload Report 

To improve the workload report, open the Customize menu at the top. Here, you can adjust item grouping, select what is displayed, and most importantly, modify the scale of the Workload shown on your screen. 

The same menu also lets you hide parent items, so the report shows only the child items people actually work on instead of counting a work package twice.

Grouping by Users and Tracked Time

By default, the Workload report visualises progress as a percentage and spreads estimated hours evenly across the scheduled days. If you want the report to reflect what has actually been logged, switch the grouping to users and tracked time.

In this mode the report shows:

• the tracked time logged against each item, and
• how the remaining estimated hours are distributed across the planned schedule.

Progress is also calculated differently here — as tracked hours relative to the item’s estimation — which gives a more accurate picture of completed versus remaining work. See time tracking for how those hours get logged.

Manual Resource Allocation

When several people are assigned to the same item, Teamhood splits the estimate equally between them by default. If that does not match reality, you can set an allocation percentage per assignee inside the item instead.

For example, on a 40-hour task you can allocate 75% to a lead engineer and 25% to a reviewer. Those percentages feed directly into the Workload hour calculations, so planning reflects how the work is really shared.

Note: manual resource allocation is controlled by a company-level setting. When it is switched off, estimations are always distributed equally across everyone assigned to the item.

Custom Work Hours and Work Week

You can also set custom work hours for each team member. Click the action menu next to a team member’s name, and a dialog box will appear, so you can create a personalized work schedule. 

On top of per-person hours, you can define a work week for the whole workspace under Workspace settings → General. Once set, it applies across every board in that workspace and to the Workload report, which is useful when teams in different regions run different working days.

Exclude public holidays and vacations

If you need to exclude time-off events from the workload plan, go to the Time Off settings by clicking the user avatar or opening the workload settings for a specific user. Please note that time-off features are available to Business and Enterprise plan subscribers — see the pricing page for current plan details.