Capacity Management

What is Capacity?

Capacity in Tracket represents the amount of time your team members are available
to work. Accurate capacity data helps you:

Plan projects realistically
Balance workload across teams
Identify over or under-utilization
Generate accurate reports

How Capacity is Calculated

Tracket calculates capacity by combining several factors:

1. Working Schedules (base capacity)

Working Schedules define when people ARE working and form the foundation of your capacity system.

Company schedule: Default work hours for everyone
Personal schedules: Individual work patterns for part-time staff, flexible schedules, etc.
Example: 40 hours/week, Monday-Friday, 8 hours/day

Learn more about Working Schedules ->

2. Holiday Schedules (reduces capacity)

Holiday Schedules define when people are NOT working due to company or national holidays.

Company holidays and national days off
Example: -8 hours on Christmas Day

Learn more about Holiday Schedules ->

3. Time Off & Leave (coming soon) (reduces capacity)

Time Off will track personal absences that reduce available capacity.

Personal vacation days
Sick leave
Other approved absences

Visual Example:

Week of December 16-20, 2024:

CODE

Base Working Schedule:     40 hours (5 days × 8 hours)
- Holiday (Dec 25):        -8 hours
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Net Available Capacity:    32 hours

Setting Up Capacity Management

Follow these steps to configure capacity for your organization:

Set Starting Day - Define when your work week begins
Configure Working Schedules - Set company default and personal schedules
Create Holiday Schedules - Add national and company holidays
Assign to Users - Apply schedules to team members via Teams & People

Where Capacity Appears

Once configured, capacity data is visible in:

Team Timesheets - Logged hours vs Net capacity
Personal Pages - Individual capacity overview
Status Bar - Weekly capacity widgets

Best Practices

Configure in order: Set up Starting Day -> Working Schedules -> Holiday Schedules -> Assign to users

Start with company defaults: Most employees can use the company schedule; create personal schedules only when needed.

Keep schedules current: Update schedules when work arrangements change (promotions, part-time transitions, etc.).

Review regularly: Audit capacity settings quarterly to ensure accuracy.

Communicate changes: Let team members know when their schedules are updated so they can verify accuracy.