Capacity Planning Module (BETA)

Track the work invested in projects and manage your organizational resources.

The Capacity Planning Module empowers you to track your team's capacity by setting individual availability and defining project commitments, giving you a complete view of your organization’s workload.

Example of an Item Team with a visualization of their Current Capacity. 

Capacity Planning Benefits

• Assign the right people to Item Teams based on real-time capacity

• Gauge your team’s availability to take on new work

• Gain clarity on how time is being allocated across projects

How does it work? 

Define your organization's Capacity Categories

Capacity Categories let you define and track different types of staff capacity, such as IT hours or the number of initiatives managed by CI leaders. Most organizations only need one, but you can create multiple to suit your needs.

Each Capacity Category will have one of two units of measurement: 

• Hours per Week allows you to set staff capacity to a specified number of hours per week.
• Number of Items allows you to set staff capacity to a specified number of Items at a time.

Your Customer Success Manager will help you create these Capacity Categories and add them to the appropriate Templates.

Set Users' Max Capacity

A user's Max Capacity is the maximum amount of work they can take on within a specific Capacity Category. It helps communicate their total availability to their teammates and leaders. When a user's commitments exceed their Max Capacity, they'll be marked as over capacity.

You'll set a Max Capacity for each user whose workload you want to track.

Example of a user's Capacity Settings

Commit capacity to Items

For Items with Capacity Tracking enabled, the team will set their commitments to the Item.

• If the Capacity Category is Hours per Week, they will enter the number of hours per week they work on the Item. 
• If the Capacity Category is # of Items, they will specify whether they are committed to the Item.

The commitments users have on Active, Overdue, and Resolution Submitted Items will contribute to their Current Capacity. 

A user's Current Capacity shows whether they can take on more work or if some of their workload needs to be reassigned.

Example of an Item's Capacity Panel, where you can set the team's commitment. This helps you select new team members based on their capacity and visualize the team's workload. 

Report on your organization's capacity

KaiNexus offers various tools for visualizing the capacity data: 

• View a user's capacity
• Filter and Sort a People List by Capacity
• View Capacity in an Item List