**Note:** This is a workaround. OpenProject does not have the automated functionality to provide detailed resource management or employee work capacity calculations.
Step 1: Select a project and go to the work package overview. If you would like to create an overview over multiple projects, select the respective projects and/or subprojects in the **Include projects** menu between the **+ Create** and the **Filter** buttons.
Alternatively, you can also chose the **Global work package overview** by selecting the **Waffle button** in the top right:
Step 2: Either use existing fields, **Estimated time** and **Spent time**, or [create custom fields](../../system-admin-guide/custom-fields/) (i.e. **Est. Scope (h)** and **Time spent (h)**).
Step 3: Either insert the standard fields to the view, or insert the custom fields if created in Step 2.
Step 2: Either use existing fields, **Estimated time** and **Spent time**, or create custom fields (i.e. **Est. Scope (h)** and **Time spent (h)**)
Step 4: Then sort and filter all work packages and group by assignee.
Step 3: Either insert the standard fields to the view, or insert the custom fields if created in Step 2
Step 4: Then sort and filter all work packages and group by assignee.
Step 5: Save your view.
Step 5: Save your view
You could also add the Gantt view to add an additional dimension to your overview.
You could also add the Gantt view to add an additional dimension to your overview
This will provide a rough overview of the various tasks assigned to a specific person or team. Adding the Gantt view provides a supplementary overview of when these tasks are scheduled. It is a visual way of looking at approximately how many tasks are assigned to an individual. This view gives you an estimate about the timeline, allowing for adjustments in assignments and timing to be made to balance your resources.
This will provide a rough overview of the various tasks assigned to a specific person or team. Using the Gantt view in addition provides additional overview of how these tasks happen in terms of timelines. It’s a visual way of looking at roughly how many tasks are assigned to an individual and gives you an estimate about the timeline, allowing for adjustments in assignments and timing to be made to balance your resources a little bit. Using filters and the (+) zoom function will help to focus the Gantt view to only tasks that are scheduled in let’s say the next 30 days. These functions can help focus in on showing relevant results only.
These functions can help focus in on showing relevant results only. Using filters and the (+) zoom function will help to focus the Gantt view to only the tasks that are scheduled for example for the next 30 days.
You can also use the sum function inside of**[⋮]** -> ***Configure view*** -> ***Display settings*** -> check ***Display Sums*** box:
You can also use the sum function. Select**[⋮]** -> ***Configure view*** -> ***Display settings*** -> and check ***Display Sums*** box:
**Limitations:** This workaround can provide an overview of who works on what and when, but it is unfortunately not a solid capacity management tool. It just provides a quick visual estimate.
**Limitations:** While this workaround provides a visual estimate of who works on what and when, it does not replace a dedicated capacity management tool.
Maya Berdygylyjova
2 years ago
