Capacity

This article explains why and how to use the Capacity tab type within a report. To test the tab, try this demo.

Why should you use it?

You can use the Capacity tab to visualize a user’s capacity based on the remaining time for assigned issues and their due dates over a configurable planning interval, such as weekly, biweekly, or monthly periods.

Unlike the Board backlog view, the Capacity tab helps you determine whether current or upcoming sequential sprints are overloaded, whether there is room to assign additional issues, and whether any assigned issues are overdue. This allows you to plan capacity without manually checking each user’s remaining time for every sprint.

Additionally, the Capacity tab can display capacity for sub-tasks. In comparison, boards do not display sub-tasks because sub-tasks cannot be assigned to sprints.

How is capacity calculated?

A user’s availability is calculated based on the number of working hours per day defined in the Global time tracking settings, the working days configured in the report calendar, and the remaining time and due dates of the issues assigned to the user.

How can you configure this tab?

You can configure the tab using the Summary section and the report sidebar.

• The Summary section contains three configuration options: Group By, Interval, and Date Range.

• The report sidebar contains three configuration options: Date field, Scope, and Misc.

Group By

Use this option to group fields under each user. For example, you can display assigned capacity by Project or Fix Version for each user.

Interval

Use this option to define the time period used to display capacity.

• One week – Displays a one-week period starting from the current date and ending on Sunday of the current week.

• Two weeks (current week as first week) – Displays a two-week period starting from the current date and ending on Sunday of the following week. The current week is treated as the first week of the period.

• Two weeks (current week as second week) – Displays a two-week period ending on Sunday of the current week. The current week is treated as the second week of the period.

• One month – Displays a one-month period starting from the current date and ending on the last calendar day of the month.

Date Range

Use this option to define how much capacity is displayed.

• 1 interval – Displays a single period based on the selected Interval. For example, if Interval is set to One week, one week of capacity is displayed.

• More than 1 interval – Displays multiple periods based on the selected Interval. For example, if Interval is set to One week and 2 intervals are selected, two weeks of capacity are displayed starting from the current date.

• Manual calendar range – Lets you select the start and end dates manually using the calendar or by entering them in the date fields. The selected dates are independent of the Interval setting.

• Auto (all issues) – Uses the latest Due Date among all issues as the end date, ensuring that capacity is displayed for all assigned issues.

Date field

Use this option to choose the date field used to calculate capacity. For example, you can replace Due Date with another system or custom date field.

Scope

Use these options to display additional columns that highlight issues requiring attention.

• No Dates – Displays a column containing the remaining hours for issues without a value in the selected Date field. The remaining hours are represented by a green bar whose length is proportional to the remaining hours of other issues without a date.

• Overdue – Displays a column containing the remaining hours for issues whose date is earlier than the current date. Overdue issues are represented by a red bar whose length is proportional to the remaining hours of other overdue issues.

• Past Dates – Displays a column containing issues whose dates fall outside the selected date range.

Misc

Use these options to change how capacity is displayed.

• Split by days – Displays a separate column for each day in the selected date range, even if no issues have that date assigned. This helps identify days where a user is assigned more work than their daily capacity.

For example, if a user has more than eight hours assigned to a single day, the workload may be unrealistic. If you assign Due Dates only on the last day of each interval, however, this option will always highlight that day.

• Hide empty rows on slice switch – Hides empty rows when you switch to another slice or navigate between slices.

For example, if issues are grouped by Epic, rows representing issues without an epic may be hidden when you switch slices.

Features and use cases

FAQ

Troubleshooting

This tab type is missing. Where can you find it?

If the Capacity tab type is missing, as shown in the screenshot above, it may have been removed from the report.

To add a tab, follow the steps in a separate article.