Team Utilization Forecast

Team Utilization Forecast provides an overview of how different teams’ available capacity is utilized across various projects, initiatives, or epics for a specific period. Here’s a breakdown of what this report covers:

1. Team-Level Utilization:

• The report shows how each team’s total available capacity (in hours) is being utilized. It breaks down the workload by teams and projects, giving a clear view of how resources are distributed.

2. Utilized Capacity and Utilization Rate:

• Total Available Capacity: The total hours that the team has available to work, taking into account their full capacity minus any time off (like vacations or sick leave).

• Utilized Capacity: The number of hours that have been allocated to tasks or events for each team, broken down by project.

• Utilization Rate: The percentage of the team’s available hours that are utilized by scheduled tasks and events.

3. Week-by-Week Breakdown:

• The report is broken down into daily, weekly, or monthly sections, showing how many hours each team is scheduled to work on different projects during the upcoming weeks. This helps to visualize potential under- or over-utilization over time.

4. Project-Specific Detail:

• You can see the detailed distribution of workload across various projects within each team. The report lists each project the team is working on, along with the number of hours allocated to it.

5. Level of Granularity: This report can be adjusted to different levels of detail such as Project, Initiative, or Epic Detailed.

6. Customization Options:

• You can filter by specific teams, projects, and time periods, allowing for flexibility in analyzing the data. The report also includes options to:

• Include Issues: Show hours allocated to Jira tasks (Based on the remaining estimates of scheduled tasks)

• Include Placeholders: Consider any placeholder tasks that may be scheduled for the team.

• Include Booking Items: Incorporate booked events into the utilization calculations.

To generate a Team Utilization Report follow the steps:

1.  Navigate to the Reports page and find the desired report in the list:   
    

Open

2. Select the display units the data to be grouped by – day, week, or month.

3. Select the period which the report is supposed to be started from

• the default value is Next 4 Weeks

4. Select a Team the report is to be generated for.

• the default value is the Current selected Team on the Dashboard.

5. Generate report in Web or Excel format:

Open

6. You may include individual users to be shown with the Team or only show team-level workload:

6. Team Utilization Forecast is generated: