View Team Member Capacity

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The Team Status view shows all project team members in bold font, with their assigned tasks and individual capacity by project for the selected iteration. When using a project hierarchy, this view reflects any view scoping settings that you have indicated in the Project drop-down list box. Expand each team member row and your display includes all projects in which the team member is active. Further expand each project row to view individual team member tasks and resource information. Columns display the cumulative totals per project and are rolled up for all projects on the team member row. Use this view to track and manage your iteration resources for those team members whose work spans multiple projects.

  • A project team member is any user that has permissions to change the current project artifacts such as project manager, editor, or tasker user as indicated on the Users page. (Project viewers are not considered project team members.)
  • Non-team members who own tasks in the iteration are also displayed in regular font, but they cannot edit or update their tasks until they are added to the project team.
  • Balance team member work load by using Rally's inline editing capability to change task owner assignments.

In addition to the common actions of all work item summary views, you can use the Team Status view to:

  1. Select a viewing time box. From the drop down list in the upper left hand corner, select a specific iteration, or choose to view all tasks per project team member that have not been scheduled into an iteration (unscheduled).
  2. Subscription or workspace administrators can manage teams by accessing the Project Users page.
    • Click the Actions menu button menu and select the Manage Team option.

  3. Set and track individual project team member work effort capacity for the displayed iteration. Each project team member can click the Add Capacity Add capacity icon icon to display an inline add box. Enter the capacity units in the text box and click the Save Save icon or Cancel Cancel icon icon. Once entered, the individual capacity can be changed at any time. Capacity units are measured in task units configured for the workspace.
  4. Track each project team member's associated cumulative totals. (The label icon Task unit icon on each of the following column headers contains the first letter of your defined unit of measure configured for the workspace under the Units tab. Fly your mouse over this icon to read the full label of your unit measurement.)
    • Capacity - This figure is the rolled up total of all capacity units entered by all team members. Compare this total to the next column of Estimate to predict the ability of the project team to complete the work scheduled for the iteration.
    • Estimate - This shaded figure represents the automatic calculation or "roll up" of task estimates for all tasks per selected iteration.
    • To Do - This figure represents the amount of effort remaining to complete all tasks.
    • Actuals- This calculation displays the actual amount of effort the tasks took to complete.
  5. Expand each individual team member or all team members by clicking the related + and - signs to view the details of each task. You can edit, copy, and delete tasks using the row action icons to the right.
  6. Easily assess each project team member's status using the Individual Load indicator. This color coded box provides an at-a-glance indication of the percentage of stated individual capacity taken up by tasks assigned to that person. The percentage is calculated by dividing the task estimate total by the individual capacity (Note: The team member must have an individual capacity value entered and own tasks in the iteration before the individual capacity indicator appears.)
    Green individual load indicator ** Green indicates the calculated percentage is 100% or less and the project team member's capacity is within the recommended range of scheduled capacity.
    Red individual load indicator ** Red implies that the calculated percentage is greater than 100% and the project team member is over scheduled and at risk of not being able to complete all scheduled work.
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