This article explains the difference between Annual Capacity and Monthly Capacity in Magnifi. It outlines how each view is used, how data flows between them, and how changes at one level affect the other. Understanding this relationship helps you manage resource planning and billable capacity more accurately.
Use this guide when you need to:
• Understand how Annual and Monthly Capacity interact.
• Adjust Productivity %, Recovery %, or Sell Rates across a full year or by month.
• Review how annual assumptions distribute through to monthly capacity.
• Identify where to update capacity data depending on your forecasting needs.
Go to Capacity → Annual Capacity.
The screen summarises each employee’s:
Productive hours (standard hours × Productivity %)
Billable hours (Productive hours × Recovery %)
Sell Rate
Capacity $ (Billable hours × Sell Rate)
Annual Capacity is where you enter or review Productivity %, Recovery %, and Sell Rate assumptions.
Default values come from Capacity – Capacity Rates:
Productivity % and Sell Rate can be overridden per employee.
Recovery % is set at the organisation level.
If Monthly Capacity is used, these defaults flow through to that screen to calculate each employee’s monthly capacity.
When Monthly Capacity is active, you can choose between two calculation options:
Constant values – assumes the same rates all year (simplest option).
Monthly values – uses rates entered per month, with annual totals showing as the sum of monthly values.
Go to Capacity → Monthly Capacity.
Magnifi applies annual defaults (shown in the Current column) unless specific monthly values are entered.
Monthly Capacity is optional. If no data is entered, Magnifi assumes constant rates and Annual Capacity will only show the constant calculation basis.
Use this screen to enter month-by-month variations. For example, you may increase productivity for a new employee over their first three months or adjust sell rates for seasonal pricing.
• Annual Capacity uses constant assumptions unless Monthly Capacity is active. When active, Annual Capacity displays results under both Constant and Monthly bases.
• Monthly Capacity holds month-by-month data. The total of these monthly values appears in Annual Capacity when viewing the Monthly calculation basis.
• You can update assumptions in either screen, but when Monthly Capacity is active, rates in Annual Capacity can only be edited in Constant mode. The Monthly calculation mode derives the annual values from the monthly inputs.
• If you change a rate in Annual Capacity, Magnifi will prompt you to also update that rate in Monthly Capacity from an effective month.
Q: Do I need to use Monthly Capacity?
No. If you only need a high-level view, use Annual Capacity alone. It calculates based on constant Productivity %, Sell Rate, and Recovery % across the year.
Q: If I’m using Monthly Capacity, should I set up Annual or Monthly first?
Start with Annual Capacity to set consistent baseline assumptions, then fine-tune individual months in Monthly Capacity.
Q: Why don’t my monthly totals match my annual totals?
You may be viewing Annual Capacity under the Constant calculation basis. Switch to Monthly to view totals based on Monthly Capacity.
Q: Can I update rates monthly?
Yes. Productivity % and Sell Rate can be updated per employee, and Recovery % can be updated at the organisation level.