Team, capacity and reports
Who is in your studio, what each role can do, who is busy in the weeks ahead, and how the studio is performing.
- Team, capacity and reportsWho is in your studio, what each role can do, who is busy in the weeks ahead, and how the studio is performing.
- Invite a team memberSend someone an email invitation to join your studio with the right role, and optionally their hourly rate.
- Withdraw or resend an invitationSee who has not joined yet, cancel an invitation so its link stops working, or send a fresh one.
- Change a member's role or hourly rateMake someone an admin, manager or member, and set the hourly rate used to value their time in reports.
- Remove a team memberTake away someone's access to your studio. Their past work stays where it is.
- Choose what each role can doUse the permissions matrix to decide what managers and members can view, edit and delete.
- Read the Workload and Timeline tabsSee how busy each person was from the hours they logged, and which projects they worked on over a month, quarter or year.
- Forecast when you can take on moreUse Team > Forecast to see each person's committed hours in the weeks ahead and the earliest start for a new project.
- Read the capacity planSee each person's load week by week for the next six months, and what the colours, figures and marks mean.
- Adjust a week in the capacity planOpen one person's week, change the days on a line, add studio time, or put the week back to the plan.
- Find where capacity breaksRead the findings that flag overloaded people, hiring needs and clashes, and check the assumptions behind them.
- Try a what-if for a new projectSee who a pipeline project would stretch if it started in a given week, find the best start, and apply it to the real plan.
- Set up people and stages for capacityChoose who counts towards capacity and how much of the week they work, name your stages, and match project phases to them.
- Set capacity rulesDecide how many days a week each role spends on a project in each stage, and set a project's scale, reviews and pipeline status.
- Add closures, leave, trips and installsTell the capacity plan when the studio is closed, when people are on leave, and when they are away on site.
- Set planning assumptionsSet the standard working week, daily overhead, forecast horizon and hire threshold, plus each person's weekly hours.
- Capacity warnings when you assign workWhat the overload note means when you assign a task or allocate team hours, and how to pick someone with more room.
- Open a report, set the period and exportFind the studio's reports, choose the period they cover, and download the figures as an Excel file.
- Read the Studio overviewA one-page view of hours, staff cost, revenue, outstanding invoices, budget burn and team capacity for any period.
- Read the Projects reportCompare hours and fees against budget for each project and phase, and drill into a phase's time logs.
- Read the Team reportSee hours by person, utilisation against an 80% target, and a weekly timesheet, then drill into one person's tasks.
- Read the Procurement reportSee purchase order spend, what is paid and outstanding, spend by supplier, and revenue and margin by project.
- Read the Finance reportSee what was invoiced and collected in a period, how old your unpaid invoices are, and which projects brought in the most.
- Read the Revenue & P&L reportSee revenue, costs, net profit and margin for a period, for the whole studio and for each project.