Resource Workload
Section: Operations
URL:/admin/resource_workload
Page title: Resource Workload
Overview
Resource Workload gives managers a visual overview of team capacity and task allocation. It combines a spreadsheet-style workload grid (Handsontable), a Gantt chart (Frappe Gantt), and a Kanban board to show who is over- or under-allocated and where bottlenecks will form.
Business value
Prevents burnout and missed deadlines by making staff utilisation visible before assignments are made. Managers can rebalance workloads proactively rather than reacting to slippage.
- Who uses it: Project managers, team leads, operations managers, HR
- Key benefit: Balanced teams deliver on time; unbalanced teams burn out or leave work idle. Workload visibility closes this gap.
- Metrics it influences: On-time delivery rate, staff utilisation rate, task completion velocity
Typical use cases:
- Sprint planning: check available capacity before adding tasks to a sprint
- Identify which staff members are over 100% allocated next week
- Manager drags a task from an overloaded rep to an available one in Kanban view
- Set day-off records (public holidays, leave) so planned capacity reflects reality
Accessing this module
From the admin sidebar, navigate to Resource Workload, or open the URL directly:
/admin/resource_workload
Views
| View | Description |
|---|---|
| Workload Grid | Spreadsheet-style table showing each staff member's allocation per day/week |
| Gantt Chart | Timeline view of tasks and projects across the team |
| Kanban | Card-based view of task assignments organised by staff member |
Common actions
- View workload grid — see allocation percentages per staff member across a date range.
- Switch to Gantt — visualise project timelines and identify scheduling conflicts.
- Switch to Kanban — drag tasks between staff members to rebalance assignments.
- Manage day-off — record leave, public holidays, and non-working days so capacity calculations are accurate.
- Customise standard workload — set the standard working hours per day/week per role or individual.
- Adjust settings — configure working hours, display preferences, and capacity thresholds at
/admin/resource_workload/manage_setting.
Source: crm-connect-main/app/modules/resource_workload