View a user's Current Capacity

Important: The features described on this support page require the Capacity Planning Module.

A user’s Current Capacity is the total of their active commitments on Items for a specific Capacity Category during the current week. It’s often shown as a progress bar to indicate how close the user is to reaching their Max Capacity.

View a user’s Current Capacity by hovering over their profile picture.

Who can view a user's Current Capacity?

If you have the Enable Capacity or Capacity Administrator permission, you can see a user’s Current Capacity when you hover over their name or profile icon anywhere in the system.

Depending on your Permission level within the system, there are several other places you can view Users’ Current Capacity.

Pro Tip: Users without the Enable Capacity or Capacity Administrator Permission will not see Capacity Planning information anywhere in the system.

How to view a user's Current Capacity

There are several places in the platform where you can view a user's Current Capacity. This includes:

When hovering over their profile picture
In an Item's Capacity Panel
In the People section or User Management
In a People List

Pro Tip: If you want to view a user's various commitments across their Items, you can use the Capacity tab in their User Activity window.

When hovering over a profile picture

Whenever you hover over a user’s profile picture anywhere in the platform, a hover panel will appear showing their Current Capacity. Each Capacity Category with a defined Max Capacity will have its own progress bar in the panel.

Pro Tip: Click the View Activity button to open the user’s Activity window. From there, use the Capacity tab to see the user’s individual commitments. You need the Capacity Administrator permission in your System Role to access this tab.

In the Capacity Panel of an Item

Ofie Profile Pic Pro Tip: If you do not have the Enable Capacity or Capacity Administrator permission, the contents of the Capacity Panel will be hidden.

The Capacity Panel on an Item will display the team's Current Capacity. This is helpful when adjusting commitments during an ongoing project.

To view a Team’s Current Capacity, navigate to the Capacity Panel.

When capacity tracking is enabled for an Item, this panel will display the Item Team along with a Current Capacity bar for each user. By default, all Team Roles with capacity tracking enabled will appear, but Templates can be customized to show only specific Team Roles if needed.
Reference the Current Capacity bar for each Team member to assess their capacity:
- If the user does not have a Max Capacity set for the Capacity Category tracked on this Item, no bar will appear.
- The dark green portion of the bar represents the user's Current Commitments on other Items. The light green portion represents the user's commitment to the current Item.
- If the bar is red, the user has exceeded their Max Capacity.
- The percentage shown in the bar represents how much of a user's Max Capacity is currently taken up by their active commitments.

To edit the team’s current commitment to the Item, hover over the Capacity Panel and click the pencil icon.
- This opens the Edit Capacity window, where you can add and edit team member commitments.
- Only Team Roles with capacity tracking enabled for the current Capacity Category will appear in this window.

In the People section and User Management

If your System Role Permissions give you access to the People section of KaiNexus or User Management, you can view the Current Capacity for all users in the system.

To view Current Capacity in the People section:

Navigate to the People section.
Each Capacity Category has its own column displaying each user's Current Capacity bar. If your organization's default People List columns have not been customized, the Capacity columns will automatically appear for users who can view capacity data.
- Click a Capacity Bar to view the list of Items the user is committed to in that Capacity Category. In this window, you can easily edit the user's commitments.
Use the Capacity Quick Filter to see people who are above or below capacity in any Capacity Category.

To view Current Capacity in User Management:

Navigate to Admin > User Management.
Add the column corresponding to the Capacity Category you'd like to view. To add a column to the list:
- Hover over the header of any column, and select the drop-down arrow.
- Select Columns.
- In the resulting window, select the Capacity column you'd like to add to the list. There will be one column for each Capacity Category, which will display each user's Current Capacity bar for that category.

On a People List Card

A great way to make Current Capacity easily accessible and viewable by others is adding a People List Card to a Board. This is a great option for Huddle Boards, Leader Boards, and other Boards used to monitor team activity. Only users with the Enable Capacity or Capacity Administrator permission will be able to see this column.

Pro Tip: Click a Capacity Bar to open a list of Items the user is committed to in a certain Capacity Category. This provides a quick and easy way to edit user commitments directly from a Board.

To add a Capacity column to your People List Card:

Select the ellipse on the right of the Card Header
Select the pencil icon next to List.
In the Edit View window, use the search field to select a Capacity column. There will be one column corresponding to each of your organization's Capacity Categories.
Select Save.