Workload Report

The Zoho Projects Workload Report shows how much work is allocated to each team member, so managers can spot who is over-allocated, under-allocated or free to take on more.

What the report shows

It colour-codes users based on their allocation against business hours and holidays, so unallocated, under-allocated, optimally allocated and over-allocated team members are easy to tell apart.

How to open the Workload Report

1. For a single project, open the project and go to Reports in the top navigation, then select Workload Report. If Reports is not visible, click the More tab icon.
2. For the portal-wide view, click Reports in the left navigation panel and select Workload Report.

Using the report

• Bar View: shows allocation as bars on a timeline; hover over a bar for details, or click a user to expand their tasks.
• Heatmap: gives a consolidated view where colour intensity shows allocation level.
• Timeline: lists all tasks against each user’s name.

In Days view you can drag a task’s bar to reschedule it, and when the report is grouped by Task Owner you can drag tasks between users to reassign them. Use the filter icon to narrow results, and export the report to PDF.

Frequently asked questions

Who can see the Workload Report?

Project-level workload reports need a Premium plan or above; the global (portal-wide) workload report needs Enterprise or Ultimate.

Can I reassign tasks from the Workload Report?

Yes, when the report is grouped by Task Owner you can drag a task from one user to another to reassign it.

Need help?

Need help managing team workload in Zoho Projects? Contact support@thoughtlogik.com or see our Zoho implementation services.