In this view, you can set the capacity for both the team members and the team. Team capacity can be calculated automatically based on the members' capacities.
Team capacity is mostly used during commitment-driven sprint planning. Team capacity serves as the basis on which the team can decide how many backlog items they can tackle in the course of a sprint. You can set the capacity for the entire team upfront, or calculate it on the basis of each team member's individual capacity. At the iteration level, you can overwrite individual team members' capacities or overwrite the entire team capacity directly.
Team capacity becomes visible after turning on the Totals functionality:
- In each Timebox
- In each team's individual Timebox
Only Box Admin and Editor have full access to the capacity planning feature of the Board module.
A Box viewer has read-only access to the panel.
Capacity Planning panel
Click on the icon at the top to go to the Capacity planning view.
Initial capacity values are calculated based on the availability of particular resources and include the sum of working days from the workload plan in a given Timebox (e.g. Iteration), non-working days as defined in the holiday plan, and days off as set in Administration > Resource Manager.
Capacity can be quantified as story points or man-days. Let's assume an iteration lasts 10 working days (two weeks), and the team consists of 3 members. The number of man-days in this iteration is 3 x 10 = 30. If, for example, this iteration includes 2 days off for each team member as defined in the holiday plan, the number of available man-days will be adjusted accordingly, 30 - 3x2 = 24. If one team member is taking 3 extra days off in this time, the team's capacity will be 24 - 3 = 21.
You can only plan capacity at the lower level.
How is team capacity calculated?
Team capacity per day (sum of individual capacities of team members per day) multiplied by the duration of a Box (such as Iteration).
For example, when:
- daily capacity of "Team Alfa" = 3 story points
- "Iteration 1.2 = 11 workdays
- Planned capacity for Iteration 1.2 = 11x3 = 33 story points
To check the daily capacity of a team
Go to the resources module and adjust the view as follows:
- Team view selected
- Show all teams
- Effort mode → story points
- View → capacity + values on the heatmap
- aggregation → daily
The capacity row will display a value for a given day.
Manually overwrite the values
Box Editor and Box Admin can overwrite the values.
Capacity planning tab
Even though capacities are automatically calculated based on workload, holiday, and absence plans, you can manually overwrite them.
Once you click on a value, you can change it.
To see which values are the default values (based on workload plans) and which have been manually overwritten, click the Highlight changes button:
Manually overwritten values are highlighted in orange:
Restoring Base Capacity
If you change any value but wish to revert your change to the base number, you can do this by clicking on the orange triangle in the corner. The Capacity calculation based on workload plans/ holiday plans/ absences will be restored.
Capacity allocation in Story points can be edited directly in the main Board module view.
The "edit" button appears when you move the cursor.
Enter the new value and hit "Save".
Capacity Planning from the main view
Capacity values can be edited only in the Story Points mode.
To see and edit the values adjust the view as follows:
- Hover your mouse over the capacity value. A pencil icon will appear
- Click the icon:
- Enter the new value and save changes:
- Values can't be changed for Closed Boxes.
- Only Story Points values can be changed.
- Only team capacity can be changed. Box capacity must be edited in the Capacity Planning panel.
You can't manually change capacity in the Closed Boxes.