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This section allows you to review and manage your own or another member’s workload, time usage, cost rates, capacity, and holiday information. The tabs you can access and the actions you can perform depend on your role and permissions.
Overview
All users can review their own or another member’s workload, capacity, scheduled time, logged time, overtime, and utilization.
The Overview tab acts as a member-level dashboard, showing how the member’s time is being used during the selected period.
Use the Projects filter and date selector to control which activities and time period are included. The Overview contains the following widgets.
Time summary
The Time summary widget provides a quick view of how logged time compares with scheduled time and available capacity for the selected period.
Utilization
The Utilization widget shows how much of the available capacity has been used during the selected period and compares logged utilization with scheduled utilization.
Overall
The Overall widget provides a combined summary of capacity, scheduled time, logged time, overtime, undertime, and time off for the selected members or team and reporting period.
Each widget has its own refresh, settings (gear), and more (⋯) controls, the same as widgets on the main Dashboard. See Manage widgets for how those controls work.
Time off
The Time off widget provides an overview of leave recorded for selected members or teams during the chosen period.
Timesheet submission status
The Timesheet submission status widget shows the weekly timesheet status of selected members or teams.
Rate
The Rate tab is available only to App Admins and users with Billing or Cost Admin permissions. Regular members cannot view or manage rate information.
Open the Rate tab to view and manage the cost rates assigned to a member. Authorized users can add a new rate or update an existing rate for their own profile or another member’s profile.
Capacity
Members can review and manage their own capacity. App Admins can review and manage capacity for other members.
Open the Capacity tab to review the member’s available working time and assigned capacity schemes.
From there, you can:
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Reviewing Weekly Capacity
The member’s current working capacity appears at the top of the page, such as 40 hours per week.
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Using Default Availability
Select Default Availability to use the working schedule inherited from the member’s assigned team or capacity scheme.
The scheme timeline and table show how the member’s capacity assignments have changed over time.
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Setting Custom Availability
Select Custom Availability to define a schedule specifically for the member.
Capacity schemes are created and maintained by users with the required administrative permissions. The ability to change another member’s capacity depends on your permissions.
Holiday
Members can view their own assigned holiday calendar. Only App Admins can assign calendars or add and remove holidays.
Open the Holiday tab to review the holiday calendar assigned to the member. Holidays are treated as non-working time and are included in capacity, availability, utilization, and scheduling calculations.
From this tab, you can:
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Reviewing the Holiday Calendar
Use the dropdown at the top of the page to select the holiday calendar that applies to the member’s location or organizational policy.
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Creating a Holiday
When permitted, select 
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Select the holiday date.
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Choose the applicable session:
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AM for the morning session
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PM for the afternoon session
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Select both for a Full day
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Enter the holiday name.
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Select Add to include it in the calendar.
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Removing a Holiday
Select the Delete icon beside a holiday to remove it from the calendar when permitted.
Holiday calendars are generally created and maintained by App Admins. The ability to assign calendars or create, edit, and delete holidays depends on your permissions.