This article explains how to use Teams to compare projected income with available capacity. Teams let you group employees and income together, showing how each team’s total capacity aligns with projected income to highlight any surplus or shortfall.
Use this feature when you want to:
• Analyse capacity v income by team.
• Identify teams that are under or over capacity.
• Review how income and capacity are distributed across your organisation.
Go to Capacity > Teams.
Click Add Team.
Enter a Team Name and click Save.
In the Teams view, enter the percentage of each income line that applies to each team.
Do the same for employee capacity.
You can split both income and employees across multiple teams by entering percentages.
The totals will update automatically to show each team’s income, capacity, and any surplus or shortfall.
Can I allocate costs to Teams?
No. Teams are designed for analysing capacity v income only.
If you want to allocate and report on costs, set up the teams as Divisions instead.
Can employees belong to more than one team?
Yes. You can assign an employee’s capacity across multiple teams by entering percentages.