Hi,
The Workload view is great to analyse the past and look at the upcoming workload of users. Capacity Plan is great to simulate allocations of projects in 3-6 months.
But then what happens in between? How do you deal with that “gap” between workload and capacity plan? Any advice?
This is amazing, and I’m interested in other users’ use cases.
One thing I can think of:
Create an “Allocations” project
Create a simple project just for planning the next 4–8 weeks
Add placeholder tasks like:
Task: John – Project A – 20h
Task: John – Project B – 20h
These tasks don’t represent actual work yet, but they represent planned effort
As plans become more concrete:
Move or multi-home these tasks into the real projects
This allows them to show up properly in Workload (You can see overload before work even starts)
You’re converting capacity planning into task-based “effort signals” so Workload can visualize it.
Yes so basically do what we were doing before the Capacity Plan even existed. But it does notify people 