We recently made some updates to the way roll-up cells are calculated in % View in the Assignments View and Shaper in order to provide a more clear picture of capacity. We thought this would be a good place to break down why these changes were made and how we think they'll benefit you.

What changed? Here we'll give a basic overview of what actually changed.


We'll use this section to breakdown the effect on the Shaper.

Assignments View

We'll go over the effect on the Assignments View here.
Why did it change?

Check out here for a succinct answer for why we thought this change would be helpful!

What changed?

In September 2022, we introduced the concept of FTE Equivalents - these are units equal to the company Capacity minus any PTO or Holidays within the given day/month/week.  For example, if your Organization's default (found under Settings > Customization) is set to 40h, and there is 1 Holiday (8h), then a 1 FTE = 32h.

These FTE Equivalent units can then be easily aggregated within cells in the Shaper and Assignments View, rather than displaying an average percentage of total hours, providing a clearer picture for how much more staffing is needed.  These FTE Equivalent Units will only appear in the Total Rows and Roll-ups (the Summary rows).


In the Shaper, you will see an aggregate of FTE Equivalents in the Offering Roll-up (the summary at the bottom of each Offering), as well as the overall Project Total Row (at the bottom of the Shaper).

You will continue to see Percentages for each individual cell within the Shaper.

Assignments View

In the Assignments View, you'll see aggregate FTE Equivalents in the Organization Total (at the top of the View). For in Project View, you'll also see a FTE Equivalents in the Roll-ups for each Project, however in People View, we're continuing to use the Percentage but aggregating it for each Person's Roll-ups, instead of averaging it.

Why did it change?

By using an aggregate, rather than averaging them and converting percentages into a total of Full Time Employee Equivalents, you get a much better sense of how many people are working on a Project and how many you need to hire.  Also, by using your company's available business schedule to determine what the capacity is for Full Time Equivalent percentage in a given week, you don't need to worry about seeing empty space that looks like it needs to be filled, since Holidays will already be factored in.

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