
Capacity Planning
Part of Project resource and capacity planning
Distinguishing assigned hours from actual team capacity
Calculate available project capacity, compare it with assigned hours and avoid double-counting leave or other work.
Assigned hours are planned demand. Actual available capacity is the time a person can reasonably offer for that work in the same period, after accounting for their roster, absence and other commitments. It remains a planning estimate, not a record of hours worked. An assignment total below a standard full-time week can therefore signal overload.
Use one period and one unit
Choose the week or other period you are deciding on. Keep every figure in hours for that period; do not compare monthly assignments with weekly capacity. Start with rostered hours, then deduct absence and time reserved for work outside the project pool. Do not subtract an absence again if the starting calendar already excludes it.
A hypothetical week for one team member:
Item / Hours
- Rostered time
- 32
- Planned leave within that roster
- −8
- Meetings and operational work in the remaining time
- −4
- Available project capacity
- 20
- Project A assignment
- 12
- Project B assignment
- 10
- Total assigned project work
- 22
Assignments exceed available project capacity by two hours. This is a planning gap, not evidence of overtime. If a project estimate already includes a meeting, keep it there rather than deducting it again as operational work.
Put estimates in the right period
An estimate is expected effort for a task; an allocation places some of that effort with a person in a specific period. A ten-hour task estimated for this month may need only four hours next week.
Comparing all ten hours with next week's capacity would exaggerate the immediate clash. Time already recorded describes past work and does not, by itself, establish the effort still needed; ask the task owner for an updated forecast.
Check what the software counts
Some workload views count tasks rather than hours; others spread estimated hours evenly across a date range. Workload views may also spread estimated hours across working days and use a work schedule that allows for shorter days and non-working days. These counting choices can affect the apparent capacity.
A weekly total may still conceal a review or handover that must happen on a particular day.
Check whether the view includes the person's other projects, dates, leave and work without estimates. Inspect assignments before accepting an apparent gap or surplus. In Australia, applicable public holidays can vary by state, territory or region; a shared team calendar may need adjustment for people in different locations.
Make the next decision explicit
When assigned hours exceed capacity, check the inputs, then decide which work moves, which commitment changes or who else is qualified to do it. When hours appear available, check whether the person has the required skill and whether the time falls before the handover. Unassigned hours are not automatically usable for every task.
