Workload
The Workload screen displays the consolidated workload plan of a team. Each row is a resource; each column, a period (day, week, month, quarter). For each cell, FoxPlan compares the planned (sum of allocations across every project) to the capacity derived from the calendar.
Reached through the Workload menu of a resource portfolio.
Reading cells
| Color | Meaning |
|---|---|
| Green | Workload below capacity — remaining availability |
| Blue | Workload equal to capacity — full speed |
| Orange | Workload near capacity — watch out |
| Red | Overload — the resource is over-allocated |
The displayed figure is, at your choice: man-day count, hour count, or a percentage of capacity.
Filters and options
The toolbar fine-tunes the view:
- Granularity: day, week, month, quarter
- Period: start / end of the displayed horizon
- Include other projects — Show or hide projects outside the team
- Include leave — Subtract declared absences from capacity
- Percentage / man-day mode — Toggle the unit
- Recalculate — Force a recompute after calendar or allocation changes
Showing project priority
The ⚙️ button opens the View settings. Its Display tab offers two options based on the project's Priority field (levels 1 to 5, set in the project definition).
Priority badge
The Show the project priority as a badge next to its name option adds a colored pill to the right of every project name, in the left-hand column.
| Badge | Priority |
|---|---|
| 🔴 1 | Highest |
| 🟠 2 | High |
| 🟡 3 | Medium |
| 🟢 4 | Low |
| 🟩 5 | Lowest |
Projects with no priority set carry no badge.
Workload breakdown by priority
The Diagram display setting drives what the bars show:
- Workload and overload — the historical behavior described above (a single bar, red background on overload);
- Breakdown by project priority — the bar is split into colored segments, one per priority, each proportional to the workload coming from the projects at that priority.
In this second mode:
- segments stack from the bottom, from priority 1 up to 5, then "no priority" (gray);
- a dashed line marks capacity: anything above it is overload;
- a cell's tooltip details the workload priority by priority, then the total against capacity;
- on a project row, the bar reads as the share of the resource's capacity taken by that project.
That row gathers the projects excluded by the scenario filter, hence potentially several priorities: no single color would represent it faithfully. It keeps the usual workload / overload display, and its workload counts as "no priority" at the resource level.
Both options are per user, remembered for this portfolio, and only take effect when the panel is confirmed.
Cell detail
Click a cell to open the detail panel:
- List of projects contributing to the workload
- For each, the precise task and allocation
- Possibility to edit the allocation from the panel (depending on your rights)
Best practices
- Work monthly over 3 to 6 months for tactical steering, and quarterly for capacity strategy.
- Use Include leave during arbitration: without this option, real capacity is overestimated.
- For persistent red cells, two levers: reschedule the tasks (from the project) or add capacity (reinforcement).
Displayed capacity comes from the Workspace calendar and, if any, individual calendars set on the resource record.
See also
- Activity — alternative chronological view
- Actuals — planned vs actual comparison
- Team cards — Kanban view of cards