Viewing Unders, Optimal and Overs

Modified on Fri, 09 Jun 2023 at 04:13 PM

When viewing the utilization load of your staff in Staff Planner, you may only want to see under allocations or over allocations.  This lets you have a clearer picture of the staffing issues you are trying to address.


The Filter menu on the Staff Planner toolbar lets you hide or show the following:

  • Unders
  • Optimal
  • Overs 


Unders

Unders are under allocations and they are when your staff have spare capacity to take on more work.  Staff Planner considers an under allocation for any cell that has 75% or less task allocation for the staff.


Optimal

Optimal are having the right amount of allocation for the staff to be able to complete them comfortably.  Staff Planner considers an optimal allocation for any cell that has between 76% to 100% task allocation for the staff.


Overs

Overs are over allocations and they are when your staff have too much work.  This is a risk to the company that the staff may not be able to complete the work in the time allocated.  Staff Planner considers an over allocation for any cell that has 101% or over task allocation for the staff.

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