Every agency, consulting firm, or other advisory firm has two major objectives - make their client happy with amazing work, and keep the team happy that's delivering the work. Unfortunately, it can sometimes be difficult to accurately account for all the work you're putting on the team - and worse, sometimes resources can go under-utilized and you don't have the billings you need.
This template lets you see how much each team member is being utilized based on the projects they're staffed to. It's built with a product, engineering, and design lens, but you can customize it to include other types of roles.
section and replace the dummy data with your team members' info.
2️⃣ Go to the
section and replace the dummy data with your own projects. Select the team from the lookup column - since this is your real team, make it a 'People' column, and un-check 'notify when added' so they don't get an email about the doc (unless you want them to).