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Capacity and Workload Management Tips from the Ganttic Team

The Ganttic team playing hockey in a team event, in Tallinn Estonia

Overview

Capacity and workload management is how teams match project work to the people and time they actually have. It prevents bottlenecks, protects against burnout, and turns deadlines into commitments instead of wishes. Developers, database specialists, marketers, UI/UX designers, sales and support specialists and account managers who build and use Ganttic daily, share the workload management strategies and Ganttic features they rely on most, from mixed Resources, Portfolio Project Management, Data Fields and Taskbar Coloring to the Ganttic API and Split Tasks.

Getting started: What is workload management?

Workload management is the practice of distributing project work across your team based on what each person can realistically deliver, rather than what fits on the calendar. It accounts for who has the right skills, is already busy, who still has bandwidth, and how much any one person can take on at once. 

In this article, the Ganttic team shares our favorite features and best advice for managing capacity. 

Enjoy the read!

Full customization made possible by Data Fields

Merlin is leading the Customer Experience team at Ganttic. If you have ever booked a demo session, she might be the one who showed you the ins and outs of the platform.

Here is a recent comment shared by a customer:

“Merlin was amazing and very helpful to me and my team. It took us a while to get ourselves organized and she was very patient with us the whole time. I used Ganttic at a previous company and loved it. I’m happy that I can now implement it at this new company.”

To Merlin, resource planning is an organizational challenge before it is a visual one. She explains: “You need a system that makes sense for your specific data sets before you start dragging tasks around.”

When we ask her what her favorite Ganttic feature is, she immediately says “Data Fields” and explains: 

“In Ganttic, you can easily build a robust structure using Data Fields. These allow you to categorize tasks and resources by skill, location, or priority. Instead of looking at a wall of noise, you can filter your view to show only what is actionable.”

Learn more about Data Fields and how to create them for Resources, Tasks, Projects

Ganttic’s power: Public API

A highly experienced Key Account Manager at Ganttic, Margo works with key customers, specializes in resolving technical user inquiries and conducting online and on-site onboarding, product update and other post-sales sessions. 

During a recent visit to the Port of Hanko, one of our longest-standing customers, COO/CIO Timo Sjörnsten’s comments reflected the impact of this dedicated support:

Margo is great! He has always replied to our questions, supported our team when needed.

To find out more about how Ganttic has supported the Port of Hanko, read our case study:

Charting a Course Through Growth: How the Port of Hanko Navigates European Shipping with Ganttic

According to Margo, one of the things that makes Ganttic a great choice for companies coming from such a wide variety of industries is the public Ganttic API. He explains that it allows companies to create a unified dataflow that connects resource planning with other critical business systems like enterprise resource planning (ERP), customer relationship management (CRM), human capital management (HCM) and payroll systems, and other collaboration tools..

“Whether it is importing new project offers from an external database, generating advanced custom reports outside of Ganttic, or updating the details of existing projects automatically, the API provides a level of flexibility that standard tools lack.”

As Margo puts it, the customer can produce a script that imports or exports exactly the data needed, helping companies build a unified ecosystem that consolidates and automates all business processes.

Margo’s advice for resource planning with Ganttic is to avoid the temptation of trying to learn every single feature on day one. Instead, he recommends identifying the key features required to support your specific workflows. From there, you should solely focus on building a suitable data-set and playing through those main planning scenarios first. 

See Ganttic in action

Connecting the brief to the task 

As a UI/UX designer at Ganttic, Oskar knows how quickly creative workloads can overlap. Whether working in-house or at a busy agency, designers are rarely assigned to just one thing. They are usually juggling several different client projects at the same time.

His main advice for planning is to monitor a person’s total capacity rather than just looking at individual project timelines.

To do this, his favorite feature is the Project Portfolio View in Ganttic. “The goal is to get a complete overview of all assignments across every active project,” Oskar explains. “When a designer is booked on three different projects, this view shows their actual total workload. It makes it easy to shift jobs around to avoid overallocations and manage work time better.”

As a second favorite, he customizes Data Fields specifically as clickable URLs for his tasks: “A lot of time is wasted searching for the latest version of a brief, so attaching those URLs directly to the task cuts out a lot of unnecessary messaging.”

See how Ganttic works for creative teams and agencies.

The Ganttic team creates wonders on ice too!

Planning with colors and clarity

Gökçe handles the branding and marketing at Ganttic. Her day is mostly spent making sure our features and projects are explained clearly, which usually means she’s juggling a lot of different things at once.

Not surprisingly, she relies on Project Colors as a favorite feature. For her, it is a must-have in any planning tool to keep things from getting messy.

“In marketing, I deal with a constant stream of parallel, fragmented tasks. If I planned based on deadlines alone, I would be ignoring my capacity as a human,” she says.

Gökçe recommends starting from capacity when it comes to resource planning. She uses colors to make sense of the noise and explains: 

“Project Colors turn a complex schedule into an instant visual capacity map. They allow you to identify campaign clusters without needing to click into individual tasks.”

Discover how to add colors to each individual item, including Resources, Tasks, and Projects.

From left: Merlin Griffin, Customer Experience Specialist, Ganttic; Ivar Veenpere, Co-founder of Ganttic; Rainer Kivimaa, CO-founder & CTO, Ganttic; Timo Sjösten, COO/CIO, Port of Hanko

Mapping the way back

If you are a Ganttic customer, you are most likely using the Ganttic Mobile Planner. Grete is the developer who built it alongside the team. 

When it comes to planning, for her, defining the end goal is the easy part. She says: “The challenge is mapping out the steps to get there without overloading everyone. I like to work backwards from the goal to ensure the timeline remains realistic.”

Grete’s approach to planning starts with getting every thought out of your head and then sorting or prioritizing them. One of her best pro-tips is to create all tasks as unassigned first. By doing this, you can focus on the project structure, requirements and the work itself before you worry about the actual scheduling or who will do what.

While Gökçe looks at the big project clusters, Grete prefers Taskbar Coloring to see the finer details. She explains: “Taskbar coloring can help you see the big picture and filter out important information visually. So, you can prioritize accordingly.”

Learn more about Taskbar Coloring in Views. 

Planning with the big picture in mind

Over on the development side, Kristiina takes a similar big picture approach. 

Her main rule for resource planning is to think through the entire flow before committing to a schedule. She shares the same view as Grete (great minds and developers think alike!):

“I find that work always takes twice as long when everything needs to be redone once the big picture gets clear,” she explains. To handle this in Ganttic, she uses the unassigned line to lay out all tasks and add dependencies first. This lets her think through the project flow before the actual resource planning begins.

Her favorite feature bridges her work and personal life: Google Calendar Sync.

“I prefer the one-way sync, so all of my work-related planning flows nicely into my Google Calendar app on my phone. Even though I can use the Ganttic mobile app, having everything synced with my default calendar just makes life easier,” she says.

Check out how to sync your planning with Google Calendar here: Sync Google calendars with Ganttic

The speed of visual clarity 

As our CTO, Rainer’s focus is on how efficiency scales. He believes your resource planner should be the heart of your business ecosystem, not an isolated spreadsheet.

When talking about what makes Ganttic a strong resource planner, Rainer says “visual fastness,” meaning the different View options and online Gantt charts.

“The visual aspect is about speed. You need a real-time map of your resources that allows for quick adjustments the second a conflict arises,” he explains. In a fast-moving company, you need to see the actual situation and react. 

For Rainer, the best way to get that speed is through Views as the key feature. By creating custom, filtered views, different departments can see exactly what they need without the noise of the entire company’s schedule. It provides that visual overview that ensures resource updates happen in real-time, eliminating the risk of outdated information.

Learn more about Custom Views.

Finding the right level of detail

As one of the founders and CEO of Ganttic, Ivar has seen thousands of planning setups over the years. His perspective is rooted in the reality that most work doesn’t happen at a single point in time, but rather over a period. Often, several different tasks are at hand simultaneously.

To handle this, Ivar suggests a strategy focused on partial workloads.

“The length of the task should determine the period during which it must be completed, but the working time shows how much time it actually takes,” Ivar explains. 

One way to do that in Ganttic is through Task Timing and Utilization. By adjusting the utilization percentage, you can assign tasks as fully or partially simultaneous. This allows the resource load calculation to show you both the total load for any period and the specific moments of possible overload.

Technical setup aside, Ivar points out that efficiency drops when planning becomes too complex. His core advice comes down to finding the right level of detail.

“If your plan is too broad, it offers no direction,” Ivar explains. “But if you track every minor step, your team will spend their day managing the schedule rather than doing the work.”

To him, true efficiency is a matter of prioritizing the right level of detail. “A reliable plan requires built-in flexibility, because the reality of the project will inevitably change,” he notes. 

“Your plan has to adapt to those shifts. And the tool you use must be exactly as flexible, so everything can evolve naturally alongside your team.”

FAQ

Workload management is the practice of distributing project work across your team based on what each person can realistically take on. A Gantt chart helps by giving you a live view of who is already busy and who still has bandwidth, so you can balance work across projects in real time without double-booking anyone or burning people out. 

Standard planning focuses on dates; capacity and workload management focuses on people. By accounting for who is actually available, what they’re already doing, and how much each person can take on before you commit to a deadline, you build a schedule that holds up in the real world and you protect your team from the constant replanning that comes when load is ignored. 

When managing people across different regions, features that filter out the noise are critical. Custom Views allow regional managers to see only their specific local teams. Data Fields let you tag and filter resources by city, country, or spoken language. Finally, the Project Portfolio View gives high-level management a clear picture of total workloads across all global projects at once.

Yes. When you start a free trial, you get unrestricted access to every feature Ganttic offers, allowing you to test exactly how the planner fits your workflow. When you are ready to choose a plan, you do not have to worry about feature tiers. Every paid package includes the exact same comprehensive feature set. Pricing simply scales based on the number of resources you need to plan, not the tools you want to use.