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Setting and tracking team capacity
Updated over a week ago

You can manage your team's workload in Bonsai by setting a daily or weekly capacity for each member.

To do so, head to the Team page and click on a member to open their settings. From there you can set their daily or weekly capacity in the Capacity section.

Only team members with the owner or partner roles can edit a member's capacity.


Tracking capacity utilization

You can see whether a member is over or under their weekly capacity from the timesheets page. If their capacity is set at the weekly level, their entire week will turn red if they are over capacity. If it is set at a daily level, only the days that are over capacity will turn red.

You can also track a team member's capacity utilization over time in the utilization report. The Total Utilization and Billable Utilization bars in the report are color-coded based on the capacity utilization level:

  • 0% - 49%: Red

  • 50% - 100%: Green

  • Over 100%: Yellow

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