Team capacity, bookings and utilization

Utilization is client hours over the hours a person could work. thruflow works it out from the time people log, so the only things to set are how many hours a week each person works and what each role should reach.

1. 1

   Set the hours

   The agency's usual week is under Hours a week. For anyone who works a different week, set theirs with the pencil beside them under Rates.

   SettingsAgency
2. 2

   Set targets

   Under Utilization targets, give each billing role the share of its hours that should be client work.

   SettingsAgency
3. 3

   Book people

   On a campaign's page, Team plan → Book someone: who, which scope line, from which week, for how many weeks and how many hours a week.

   Campaigns
4. 4

   See the weeks

   Team shows everyone's booked hours week by week against the hours they have. Red is booked beyond what they can work.

   Time

Time that isn't for a client

In Log time, the campaign list ends with Internal, New business, Training and Leave and holidays. None of them is billable. Leave comes off the hours a person can work, so a week off doesn't count against them, and it can be logged up to a year ahead.

What counts

• Client hours are submitted and approved time on campaigns. Drafts don't count until they're submitted.
• Available is the person's hours for the weekdays in the period, less leave.
• Not logged is what's left when a week's logged time falls short of the hours available. Today flags anyone who logged under half of last week's hours.

Burn against the plan

A campaign's Team plan compares the hours logged with the hours booked to date. When a campaign is using hours well ahead of its bookings, Today says so while there's still time to act.