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People and capacity

A member is a person on your team. Every member can own work, carry a capacity, and be on leave. When you add a person, you make one choice: do they sign in, or not?

Status Meaning
Active, signs in Has a login, gets notifications, sees their own work. Uses one sign-in spot on your plan.
Managed, no sign-in Work is assigned to them and you organize it. Free, unlimited, no emails from SRP.
Inactive, left the team Hidden from every picker. History stays. Their open work is flagged as unowned.

The status picker on a member: Active, Managed, Inactive, and an optional email field

You can switch a member from managed to active later. They get an invite and their history comes with them.

Clients and portal guests are not members and never count on any plan.

SRP answers one question continuously: can this be finished by its date, by the people doing it, with the time they have?

It uses only things SRP already tracks:

  • Effort sizes on tasks and work items, XS to XL.
  • Due dates and target dates.
  • Who is assigned.
  • The company working week, public holidays and blockout dates.
  • Approved leave, and all-day calendar events.
  • What each person already owes to other work.

Nobody re-estimates and nobody fills in a timesheet. Verdicts refresh within about fifteen minutes at worst, and immediately after the changes that matter.

The Capacity panel on an initiative: 22 days of remaining work against 2.4 days of available time, over capacity

Work pace. A five-notch slider on each member’s profile, from slower to faster. It captures how fast someone is moving through work right now, not their seniority. Set by managers, visible only to managers and admins.

The Work Pace slider on a member profile

Capacity slack. A company setting, 20 percent by default. It keeps a plan from being counted as fitting when it only fits by spending the safety margin.

Every initiative with a target date and assigned work gets a verdict. When it is tight, a warning chip. When it does not fit, the initiative goes critical with an “Over capacity” chip. At the item level, a task that cannot fit before its due date at the assignee’s pace is flagged “Won’t fit” the day it is assigned.

No target date, a target already passed, or nothing assigned: no verdict and no noise. Effort sizes are t-shirt sizes, so the verdict is directional. It says “this does not fit”, not “this will finish on Thursday at 3pm”.