Delivery teams and cross-functional teams often struggle with a lack of visibility into resource availability, fluctuating capacity changes, and complex dependencies that make planning challenging. 

The Delivery Team workspace has been designed to address these pain points. It acts as the central hub for managing your team’s resources, assignments, and overall capacity. It also provides delivery and cross-functional teams with the visibility they need to allocate resources effectively, monitor progress, and adapt to changes in real time.

This article will walk you through the core features and functionalities of the Delivery Team workspace. Please refer to this article to learn how to create delivery teams.

Overview of the Delivery Team Page

The Delivery Team workspace gives you a comprehensive view of your team’s activities at a glance. From resource allocations to active tasks, this workspace allows you to assess who is working on what, where capacity constraints exist, and what your team is spending time on. 

The next sections explain the different components on the page.

Resource Allocations

The Resource Allocations section of the Delivery Team Page helps resource managers to:

• Gain a complete view of resource's monthly allocations: See which projects your team members are assigned to and understand how resources are allocated month-by-month.

• Assess team capacity: Clearly see the team's total capacity for each month to make informed decisions about allocation distribution and project planning.

• Compare team allocation to capacity: Compare how your team’s available capacity aligns with the allocation needs, helping you identify gaps or potential areas of over-utilisation.

• Spot allocation issues: Quickly identify under- or over-allocated team members and make adjustments to ensure balanced productivity across the team.

• Compare actual time booked versus forecasted allocation: Review the actual time recorded against forecasted allocations to monitor accuracy, adjust future planning, and improve resource management.

The resource allocations section provides two main visual tools to help you manage resource allocation: the Allocation Chart and the Allocation Grid.

Allocation chart

The Allocation Chart provides a visual overview of your team’s allocation and capacity on a monthly basis. It is designed to help you understand resource utilisation at a glance, using bars to show total allocations and a capacity line to indicate the team’s ability to take on more work. 

Key points to note:

• The capacity line represents the team capacity value at the start of each month.

• Each month includes the list of resources that were part of the team, whether for the entire month or part of it.

• For closed months, the chart displays actual allocations. For open months, forecasted allocations are shown.

Allocation Grid

The Allocation Grid provides a detailed breakdown of each team member's allocations, including the allocation breakdown by project. It gives delivery team managers precise insights into how each resource is being utilised.

Key points to note:

• Each month shows which resources were part of the team, regardless of whether they were there for the full month or part of it.

• Closed months display actual allocation data, while open months show forecasted allocations.

• The grid includes specific markers to help you understand the resource status:

  • Dash (-): Indicates that the resource was not part of the team for that month.

  • Zero (0): Indicates no allocation for that month.

  • Green Values:

    • Open Months: Indicates that the resource still has capacity available.

    • Closed Months: Indicates that the actual allocation was equal to or less than the forecast for that month.

  • Red Values:

    • Open Months: Indicates that the resource is overallocated.

    • Closed Months: Indicates that the actual allocation exceeded the forecast.

Projects

The Projects section provides delivery managers with a clear view of all projects their resources are currently engaged in, including the status of each project. This overview allows managers to quickly assess not only where resources are allocated but also the progress and health of those projects. By having direct visibility into project statuses alongside resource allocations, managers can identify potential risks, adjust resource plans, and address any emerging issues proactively.

The Projects section displays projects where resources have either been allocated or have booked time without a community forecast. When you adjust the timeframe in the Resource Allocation component, the Projects section updates to show only those projects associated with resources for the selected period. Note that only projects you have access to will appear in this list.

Boards and Meetings

The Boards and Meetings sections give delivery team managers clear insight into where team members are involved beyond projects. This visibility into meetings and boards ensures managers understand each team member’s commitments, enabling better support for collaboration and alignment on key initiatives.

The Boards and Meetings sections provide an overview of boards and meetings in which the team members are involved, either as active members or as owners. The data shown is specific to the resources listed for the selected timeframe in the resource allocations component. Note that only public boards and meetings are listed in this section. 

Actions

Delivery team managers can use the Actions section to get an overview of all the actions assigned to their resources. The section displays all schedule, board and global actions and decision assigned to resources listed for the selected timeframe in the resource allocations component.