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Planview Customer Success Center

About Workload Management in ProjectPlace

The Workload tool visualizes the workload of members in all account workspaces. It is used to determine when a member is overwhelmed with too much work, or is being underutilized with not enough work to do.

Each member can view the number of workspaces they are a member of and the cards he/she is assigned to. Cards are listed in one of three categories: Cards the member is currently working on, overdue cards, and cards planned but have not yet started to work on.

Two previous views have been combined to monitor work progress: Capacity and Assignments view.

  • Capacity is based on the relationship between the estimated time on the member's assigned cards and their weekly capacity.
  • Assignments is based on the number of cards a member has been assigned.

Additionally, there is Heatmap view. The workload administrator can view an assignment heatmap for a member to visually identify the times when they are overloaded or might need more work.

You can transfer cards to other Workspace members when the workload needs to be divided, individually or in bulk.

The Workload tool is available to Account administrators, Workspace administrators, Team administrators and members that have been granted access to workload information on an account or department level. 

Find information about monitoring and managing Workload in ProjectPlace, visit Workload overview

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