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.
This section is for studio admins and leads. It covers your team, the studio's capacity and the reports.
Your team
- Invite a team member
- Withdraw or resend an invitation
- Change a member's role or hourly rate
- Remove a team member
- Choose what each role can do
Who is busy, and when
Techstyles answers this in three places. They measure different things, so their numbers will not match.
| Page | Question it answers | Based on |
|---|---|---|
| Team > Workload and Timeline | How busy was each person? | Hours logged with the timer |
| Team > Forecast | Can we take on more work in the coming weeks? | Task estimates and dates |
| Team > Capacity | Who is over their time, week by week, for the next six months? | Project phases, stages and studio rules |
- Read the Workload and Timeline tabs
- Forecast when you can take on more
- Read the capacity plan
- Adjust a week in the capacity plan
- Find where capacity breaks
- Try a what-if for a new project
- Capacity warnings when you assign work
Settings behind the numbers
- Set planning assumptions
- Set up people and stages for capacity
- Set capacity rules
- Add closures, leave, trips and installs
Reports
- Open a report, set the period and export
- Read the Studio overview
- Read the Projects report
- Read the Team report
- Read the Procurement report
- Read the Finance report
- Read the Revenue & P&L report
Good to know
- There are three roles: Admin, Manager and Member. The person who created the studio shows as Owner and is always an admin.
- Each tab has its own address, so a reload or a shared link opens the same tab.
- Members see Capacity only. Team in the sidebar takes them straight to it.
- Reports are for admins and managers by default.
