Edit another user's Max Capacity

Learn how to edit another user's Max Capacity and bulk change it for many users.

Important: The features described on this support page require the Capacity Planning Module, which is currently in a closed BETA.

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.

Who can edit another user's Max Capacity

To edit the Max Capacity of other users, you must:

Have Capacity Administrator included in your System Role Permissions, and
Have access to the People section or the Admin section’s User Management page.

Pro Tip: Access to the People section and User Management page is also included in your System Role Permissions.

How to edit another user's Max Capacity

To edit the Max Capacity of other users, navigate to either the People section or User Management admin page.

Hover over a user. Additional options will appear on the far right of the row.
Select the Capacity Settings icon. The Capacity Settings window will open.

In the Capacity Settings window, set the Max Capacity for each of your organization's Capacity Categories.

Capacity Category: Each Capacity Category in your organization will be listed.
Description: If a Capacity Category has a description, it will be included here.
Max Capacity: Use the number field to determine the user’s Max Capacity for each Capacity Category.
UOM: The unit of measurement for each Capacity Category is listed in this column.
Last Updated: This column displays the last time the user's Max Capacity for each category was updated.

Bulk Change Users' Max Capacity

Do you need to update the Max Capacity for multiple users at once? Use Bulk Change to save time.

Important: You must have the Capacity Administrator permission and the ability to Bulk Change People to Bulk Change Max Capacity.

To Bulk Change users' Max Capacity:

Navigate to a People List Card or a People List, then:
- If working with a People List Card:
  - Click the ellipsis in the top right corner of the Card.
  - Click Bulk Change in the resulting drop-down menu.
- For any other People List:
  - Click Actions in the top right corner of the list.
  - Click Bulk Change in the resulting drop-down menu.

After clicking Bulk Change, a checkbox will appear next to each person on the list and a "Bulk Change" button will appear in the top left corner of the list.
Select the checkbox of each person you want to update.
Select the Bulk Change button and use the drop-down to select Change Capacity Settings.
In the Bulk Change Capacity Settings window:
- Select a Capacity Category.
- Enter the Max Capacity that all selected users should have for this Capacity Category.
- Select Save.