What is capacity planning in monday.com?
Capacity planning means comparing planned work with the hours your team has available.
WorkHub calculates availability from each person's working hours, holiday calendar and
leave, then compares it with the items and allocations planned for them in the
Scheduler.
Which monday.com columns does WorkHub need?
A people column and a timeline column are required on each board you plan with. Columns
for hours, status and color are optional. You map them once per board in
Settings, and a board can plan with main
items, subitems or both.
Does WorkHub change my monday.com boards?
Planning changes do. When you move, resize or reassign an item bar in the Scheduler,
the dates and people on the monday.com item are updated. Allocations, worklogs, leave
and capacity settings are kept in WorkHub and do not add anything to your boards.
How do part-time schedules affect workload?
Create a capacity scheme with the
real hours for each weekday and assign it to a person or a team. Zero hours means a day
off. Workload is then measured against that person's own capacity, and a personal
assignment wins over a team one.
Is time tracking required to use the Scheduler?
No. Time tracking and timesheets are switched off in new accounts to keep planning
simple. An admin can turn on time tracking, the Timesheets module and the approval
workflow separately in Settings.
How does timesheet approval work?
When approval is on, people submit their timesheet for a weekly, two-week or monthly
period. The assigned approver approves or rejects it, and approved time can be locked
so it is not changed later. The Submission Status view shows who has submitted and who
has not.