Workload ManagementResource Utilization add-on

Spot who's overloaded before it becomes a burnout problem

See current allocation versus capacity per person, updated as work is assigned. Catch over-allocation before it compounds across multiple weeks, spot idle capacity and redeploy it to waiting work, and filter by team, practice group or individual for precise interventions.

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  • Resource Utilization add-on
  • Free trial
  • No credit card
inputs: assignments, estimates, logged time
3
inputs: assignments, estimates, logged time
views: individual, team, practice group
3
views: individual, team, practice group
allocation percentage per person, per period
1
allocation percentage per person, per period
manual math to spot imbalance
0
manual math to spot imbalance

How it works

From logged time and estimates to a workload picture

Planned allocation comes first; logged time turns it into the real picture.

  1. Step 01

    Estimate and assign

    Task estimates and assignments create planned allocation

  2. Step 02

    Log time

    Actuals update workload from planned to real

  3. Step 03

    See the imbalance

    Over and under-allocation surface without manual math

What's inside

What Workload Management actually shows

01

Per-Person Allocation %

A clear percentage per person, per period, to manage delivery load.

See how it works
02

Team Rollups

Workload by team and practice group, not only individuals.

See how it works
03

Leave-Aware Logic

Approved leave and holidays are included in capacity calculations.

See how it works
04

Feeds Capacity Planning

Workload data powers forward-looking staffing views.

See how it works

In detail

How each capability works

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01 / 04

Per-Person Allocation %

Each person gets a clear allocation percentage per period. It is calculated from assignments, estimates and logged time against that person's available capacity for the same period.

Because it updates as work is assigned, over-allocation shows up before it compounds across multiple weeks, and idle capacity is visible so it can be redeployed to waiting work.

Built in

  • Allocation percentage per person, per period
  • Calculated from assignments, estimates and logged time
  • Over-allocation and idle capacity both visible
  • Allocation vs capacity
  • Per period
  • Updates as work is assigned
02 / 04

Team Rollups

View workload by team and practice group as well as by individual, and filter down to the exact group you need to act on.

Built in

  • Workload by team
  • Workload by practice group
  • Filter to individuals for precise interventions
  • Team
  • Practice group
  • Individual
03 / 04

Leave-Aware Logic

Approved leave and holidays are included in capacity calculations, so a person on leave for part of the week is not shown as under-used for that week.

Built in

  • Approved leave reduces available capacity
  • Holidays counted in capacity
  • Allocation stays accurate in short weeks
  • Approved leave
  • Holidays
  • Capacity adjusts
04 / 04

Feeds Capacity Planning

The same workload data powers forward-looking staffing views, so today's allocation picture informs who can take on the next engagement.

Built in

  • Workload feeds capacity planning
  • Current load informs future staffing
  • Forward-looking staffing
  • Capacity planning

Connected across CrmLeaf

Workload built from the plan and the actuals

Assignments and task estimates set the plan, logged time shows what really happened, and approved leave adjusts capacity, so workload reflects the real state of your team without a separate spreadsheet.

See Resource Management
  • Tasks & estimatesPlanned allocation from assignments
  • Time trackingLogged actuals refine the picture
  • Resource availabilityWho is free, booked or on leave
  • Allocation reportsPlanned vs actual by project

FAQ

Common questions about workload management in CrmLeaf

  • Allocation is calculated from assignments, estimates and logged time against each person's available capacity for the same period.

Related

Explore further

Resource AvailabilityWho is free, booked or on leaveAsset AvailabilitySchedule equipment and vehiclesSkill ManagementFind the right skills for the workResource Allocation ReportsPlanned vs actual allocation

See overload before it becomes attrition

Start your free trial and get a real workload picture across your team.

Start free trial Book a 30-min demo