Capacity Export
The Capacity export produces a CSV of each team member's billable capacity and the Services behind it - the downloadable version of the Capacity Report. Only Admins can create this export.
Finding the Capacity export
Head to the Exports page in Astalty. Click Create Export and select Capacity under the Users group, or go straight to Create Capacity export.
Creating the export
The export produces one row per Service assigned to a team member, with their Billable Target and Billable Capacity repeated on each row. A team member with no assigned Services gets a single row.
Optionally narrow the export before generating it:
- Select Team Members - limit the export to specific team members.
- Select Teams - limit the export to specific Teams. This field appears when Teams are enabled.
- Select Regions - limit the export to specific Regions. This field appears when Regions are enabled. Select Unassigned to include team members with no Region.
- Fallback to Primary Coordinator - when a Service has no Service Coordinator, count it against the Participant's Primary Coordinator instead, matching the Primary Coordinator Fallback setting on the report.
Enter a Reason if your account requires one, then click Create Export.
Downloading the export
You'll be taken to the Exports list, where you can click Download to save the file once it's ready. All exports run in the background. If the export takes at least 20 seconds to become ready, Astalty also emails you.
Exported fields
| Column | Contents |
|---|---|
| User ID | The team member's unique ID. |
| Name | The team member's name. |
| The team member's email address. | |
| Billable Target | The team member's billable target. |
| Billable Capacity | The hours the team member could bill each week, based on the funds and weeks remaining across their Participants' Services. |
| Participant ID | The Participant's unique ID. |
| Participant | The Participant's name. |
| Service | The name of the Service. |
| Amount Remaining | The funding remaining in the Service. |
| Hours Remaining | The hours remaining in the Service, based on the "Remaining Units" Charge Item selected when configuring the Service. |
| Weeks Remaining | The weeks remaining in the Participant's plan. |
| Hours Per Week Remaining | Hours Remaining divided by Weeks Remaining. |
Related guides
- Capacity Report - the on-screen version, including the Primary Coordinator Fallback setting.
- My Capacity Report - the personal version, scoped to Services you coordinate.