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Capacity Management Report

We released two new reports this week to help you mange your team’s capacity and track outstanding client requests.

We just released two new reports in FC this week!

  • Capacity Management – Get an instant overview of your team’s work capacity, make informed resourcing decisions, and easily reassign work.
  • Client Tasks Report – Get an overview of all uncompleted client tasks to ensure your team is getting the information they need to complete their work.

Capacity Management

As your team grows it becomes harder to ensure they have enough capacity to get their work done. If you don’t watch it carefully it can create bottlenecks and cause your firm to miss deadlines.

That is why we released the capacity management report. It will allow you to get an overview of your team’s capacity, view the individual projects, and re-assign them to other members of your team.

The capacity management report can be found on your “Reports” tab. In the report, you will see your team listed out and the number of projects assigned to each of them for each time period.

Image Financial Cents

You have the option to click the numbers associated with each team member and time period to view the actual projects and reassign the work to other team memebers.

Image Financial Cents
Image Financial Cents

This is the 1st iteration of the report and we would love to get feedback on how we can make improvements. Below are a few improvements that we plan to add over the next few weeks.

  • Ability to set capacity limits for each staff member, which will then color coat the numbers red when a team member has too many projects assigned to them.
  • Ability to view your team’s workload by the estimated # of hours. (ex: 40 hours of work this week)

Client Tasks Report

Making sure that your clients are sending in the information your team needs to complete their work is imperative if you want to continue to hit your deadlines. That is why we released the new client tasks report to make it easier for you to track your outstanding client requests.

Just like capacity management, you can find the client tasks report in your “Reports” tab.

Image Financial Cents

It will list out all the projects with client tasks on them that have not yet been completed by the client. You can click the project title to view the actual client tasks inside the project.

You also have workflow filters to quickly locate open client tasks for specific team members, clients, and etc.

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