Capacity Planning

Filter and Sort a People List by Capacity

Create People Lists that show which users are over or under capacity.

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

Filter a People List by Capacity

People Lists are a great way to view the Current Capacity for a group of individuals. When creating a People List, you use the User Filter to set criteria for the people that are included in your List. 

Use the Capacity Planning section in the User Filter to create a List of People based on whether they are under or over capacity for a specific Capacity Category. 

To filter a People List by Capacity:

  • Select a Capacity Category.
    • Once selected, two more fields will appear beneath the Capacity Category. 
  • Select Over Capacity or Under Capacity 
     
    • Leaving this field blank will result in a List that includes all People with a Capacity Commitment configured for the selected Capacity Category. 
  • Hours or Items: A dropdown for Hours or Items will be included based on the measurement used in the selected Capacity Category. 
     
    • You can leave this field blank if you don't need to specify how much each User is Over or Under Capacity. 

Sort a People List by Capacity

Sorting a People List by Capacity helps you quickly view the people who have the most or least available Capacity. 

To sort a People List by Capacity: 

  • Hover over the column header of the Capacity Category you are interested in. It will highlight gray. 
  • Select the drop-down arrow. In the resulting menu:
    • Select Sort Ascending to order the List so that people with the most available Capacity are listed first. 
    • Select Sort Descending to order the List so that people with the least available Capacity are listed first. 

Ofie Profile PicPro Tip: When using a People List Card or a custom People List, ensure your sort settings are saved by configuring them in the User Filter. This guarantees the list is sorted the same way every time you view it.