# Capacity

Source: https://docs.astalty.com.au/guide/reports/capacity

> See how many hours each team member could bill each week, based on the funding and time left in the Services they coordinate.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

The Capacity report shows how many hours each team member could bill each week, based on the funding and time left in the Services they coordinate.

> **Only Admins can open the Capacity report**
>
> The Capacity report is available to the **Admin** role, and this can't be changed per user. Managers and Team Members can open [My Capacity](https://docs.astalty.com.au/guide/reports/my-capacity-report) to see their own figures.

Open [**Reports > Team > Capacity**](https://app.astalty.com.au/reports/team/capacity).

## Report Overview

The report compares each team member's **Billable Target** with their **Billable Capacity**: the hours per week they could bill across the Services they coordinate, given the funding left in each Service and the weeks until it ends.

Capacity is worked out from Service funding only. Shifts, rosters and employment details do not affect it, so a future shift that hasn't been charged yet doesn't reduce a team member's capacity.

If a team member does not appear in this report, check that:

- they have a **Billable Target** above 0 hours, set under **Other Details** when you edit the user. See [Updating Billable Targets](https://docs.astalty.com.au/guide/settings/users-settings/updating-billable-targets).
- they are the Service Coordinator for the relevant Service, or **Fallback to Primary Coordinator** is on as described below.

A team member with a billable target but no qualifying Services is listed with a billable capacity of 0, unless they are deactivated.

![The Capacity Report sorted by Billable Capacity, with Helena Grimes expanded to show her Participants and Services with Amount, Hours, Weeks and Hours per week, highest Hours per week first.](https://docs.astalty.com.au/assets/capacity-report-1.png)

### Which Services Count

A Service counts towards a team member's capacity when all of these are true:

- The team member is the Service's **Service Coordinator**. If the Service has no Service Coordinator, it counts towards the Participant's **Primary Coordinator** only when **Fallback to Primary Coordinator** is on.
- The Service is current: today falls between its start and end dates.
- The Participant is not archived.
- The Service's **Calculate remaining units using** Charge Item is priced per hour, with a price above $0. A Service with no remaining-units Charge Item, or one that isn't priced per hour, is left out.

## Settings

### Include Services Under the Primary Coordinator

To assign a Service with no Service Coordinator to the Participant's Primary Coordinator in this report, select the settings icon in the top right and set **Fallback to Primary Coordinator** to **Yes**.

The setting starts on **No** and is saved in your browser, so it does not affect anyone else's report. [My Capacity](https://docs.astalty.com.au/guide/reports/my-capacity-report) always includes these Services under the Primary Coordinator.

![The Capacity Report with the settings icon highlighted, opening the Fallback to Primary Coordinator option, which uses the Primary Coordinator when a Service has no Service Coordinator. An arrow points to Yes, which is ticked, next to No.](https://docs.astalty.com.au/assets/capacity-report-2.png)

## Filters

- **Search** finds a team member by name.
- **Region** narrows the list to team members in the selected Regions, and can include team members with no Region. It appears when your account uses Regions.
- **Team** narrows the list to selected Teams. It appears when your account uses Teams. Your **Team** selection is remembered in your browser.
- **Team Member** narrows the list to selected people. You can use it even when Teams are not enabled.

The list is sorted by **Name**. Click **Billable Capacity** or **Billable Target** to sort by that column instead.

## Report Columns

### Main Report

| Column                | What it shows                                                      |
| --------------------- | ------------------------------------------------------------------ |
| **Name**              | The team member.                                                   |
| **Billable Capacity** | The total of **Hours per week** across the team member's Services. |
| **Billable Target**   | The team member's weekly **Billable Target**, in hours.            |

Expand a row to see the Services behind the figure.

### Within a Team Member

| Column             | What it shows                                                                                                                                                                                                                                                                            |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Participant**    | The Participant the Service belongs to.                                                                                                                                                                                                                                                  |
| **Service**        | The name of the Service.                                                                                                                                                                                                                                                                 |
| **Amount**         | The funding left in the Service: its funding, including periods not yet released, less the billable charges recorded against it up to today. See the [Utilisation Report](https://docs.astalty.com.au/guide/reports/service-utilisation-report) for how remaining funding is worked out. |
| **Hours**          | The hours the remaining funding buys at the hourly price of the **Calculate remaining units using** Charge Item.                                                                                                                                                                         |
| **Weeks**          | The days until the Service's end date, divided by 7.                                                                                                                                                                                                                                     |
| **Hours per week** | **Hours** divided by **Weeks**. When 1 to 6 days remain, it is capped at **Hours**. On the Service's end date, **Weeks** and **Hours per week** are 0.                                                                                                                                   |

The rows are sorted by **Hours per week**, highest first, and every column can be sorted. A totals row shows the combined **Amount**, **Hours** and **Hours per week**.

## Exporting the Report

There's no download button on the report itself. The CSV is generated from a separate screen. See the [Capacity Export](https://docs.astalty.com.au/guide/exports/capacity-export).

## Related Guides

- [Capacity Export](https://docs.astalty.com.au/guide/exports/capacity-export) - the CSV version.
- [My Capacity Report](https://docs.astalty.com.au/guide/reports/my-capacity-report) - the personal version, scoped to Services you coordinate.
- [Updating Billable Targets](https://docs.astalty.com.au/guide/settings/users-settings/updating-billable-targets) - set each team member's weekly target.
