Overview
Analyze team capacity to understand available resources for projects within your workspace. View team capacity and reserved capacity to optimize resource allocation and plan future work effectively.
Capacity Planning
View Team Capacity
To understand how your teams' time is allocated and identify available time for new tasks and projects, navigate to the Analytics section and select the Capacity tab. The displayed table shows team capacity across different periods, allowing you to assess resource availability.
Capacity Needs Financials
Factor in the financial implications when assessing team capacity to make informed decisions.
View Reserved Capacity
To ensure resources are correctly allocated for future work and to identify potential over-allocation or under-utilization, review the reserved capacity table. This table details capacity already committed to specific projects or tasks, providing a comprehensive understanding of your resource landscape.
Setting up your teams in Kiplot
You can find your Teams in Kiplot by expanding the Strategic Portfolio menu in the sidebar and clicking on ‘Teams’. Admins can create new teams, edit existing teams and delete teams.
To create a new team click create in the top right corner
To edit an existing team, click directly into the team from the list
To delete a team, click on the delete icon to the very right of the team name
You can add capacity to your team by clicking into the team from the list above
To add new team capacity click on the ‘Add team capacity’ button in the top right hand corner
You’ll need to select a team member, skill, chosen time period and enter a capacity. You’ll be able to edit this capacity after so you should simply add the capacity you want to show for the first available month in your time period.
Once you’ve added a team member they’ll appear in the ‘Team Capacity’ section.
The blue numbers represent set values and the grey numbers represent inferred values:
When you input a value (e.g. 24) in January against Amy Smith, Kiplot will continue to apply this value to all subsequent months until a new value is set. So, if no new value is entered for February, March etc, they will automatically be inferred as 24 and displayed in grey.
If you later enter a different value against a month, Kiplot will update all following months in grey. E.g. Katie Ward and Richard Bourne have custom values in May, but inferred values in June.
You can use this feature to speed up data entry where you are setting standard values for extended periods of time.
To remove a Person from the team capacity, click on the three dots to the left of their name and click ‘Remove’.
The Reserved capacity section allows you to set aside capacity at the team level for regular work outside of initiatives / epics e.g. Tech Debt & Maintenance. This capacity will automatically be deducted from the overall team capacity entered in Kiplot.
PTO / Annual Leave (or other planned absences) should be deducted from the Team Capacity on an individual level.