What features does Workload offer for IT capacity planning?
Workload is the System of Record for IT capacity: CIO dashboard, allocation with conflict detection, timesheet integrations, workflows, audit trail, and organization export. Intelligent scoring (Professional+) ranks assignments via a transparent formula — no ML on your data.
Complete Features for Your IT Department
System of Record for IT capacity planning — intelligent scoring assists, it does not replace governance.
IT capacity System of Record
A single source of truth for capacity decisions: recorded, auditable, exportable.
- Unified projects, allocations, timesheet, and budgets model
- Audit logs and organization export (incl. auditLogs)
- Executive reporting, workflows, and IT permissions
- Read-only MCP API for assistant integrations
Governance & System of Record
Capacity decision traceability, compliance export, and audit for IT and security teams.
- Audit trail of sensitive actions
- Excel/JSON organization export (ADMIN)
- Exportable audit logs (auditLogs)
- Approval workflows and granular permissions
Dynamic SSO/SAML
SSO/SAML authentication with Azure AD, Google Workspace, Okta. Enterprise security and centralized access management.
- Support Azure AD, Google Workspace, Okta
- Per-organization configuration
- Centralized access management
- Enterprise security
Budget Management
Complete IT budget management with internal/external cost tracking, valuation and financial reports for executive committee.
- Project budgets with automatic tracking
- Team rates and external vendors
- Budget simulations
- Multi-currency financial reports
Portfolio Management
Portfolio management with intelligent prioritization, multi-year strategic roadmap and what-if scenarios.
- Automatic intelligent prioritization
- Multi-year strategic roadmap
- What-if scenarios
- Real-time portfolio KPIs
Scaled Agile & Programs
Opt-in module: programs, PI lite, cross-project dependencies, and read-only Jira sync — capacity planning complement.
- Programs / ARTs with teams and projects
- Planning Increments and PI objectives
- Dependencies and executive predictability
- Read-only API v1 (programs, PI, dependencies)
Team Management
Centralize your IT team management
- Member management with skills and levels
- Capacity tracking per person
- Real-time utilization visualization
- Filters by team, role or skill
Project Management
Manage all your IT projects
- Project creation and tracking
- Estimation and spent days tracking
- Priority and status management
- Kanban view by status
Resource Allocation & Planning
Plan your resources efficiently
- Hard/Soft/Tentative allocation types
- Automatic conflict detection
- Planning view by project or person
- Color coding by allocation type
Complete Timesheet
Complete timesheet with validation workflow, configurable business rules and integrated COBIT/ITIL compliance.
- Multi-level validation workflow
- Configurable business rules
- COBIT/ITIL compliance
- Time vs planned reports
IT Capacity Dashboard
Real-time overview of your IT capacity with KPIs and interactive charts
- Key KPIs (utilization rate, projects, capacity)
- 6-month trend charts
- Time distribution (pie chart)
- Alerts and required actions
Native IT KPIs
Time to Market, Schedule Variance, Budget Evolution - Professional KPIs integrated natively
- Automatic Time to Market (TTM)
- Schedule variance with alerts
- Budget evolution with snapshots
- PDF/Excel/PowerPoint export
Generic Resources
Manage unassigned requirements
- Generic resource creation
- Skills gap analysis
- Automatic needs detection
- Generic → named conversion
Intelligent Scoring
Transparent scoring helps match generic resources with team members
- Automatic skills/availability matching
- Transparent 0-100 compatibility score
- Top 3-5 suggestions per resource
- Explanatory text (no ML on your data)
Timesheet Integration
Connect your existing tools (Jira, Toggl, Azure DevOps) for automatic synchronization
- Jira Tempo, Azure DevOps, Toggl, Clockify
- Automatic synchronization
- Intelligent project mapping
- Manual CSV/Excel import
Intelligent Allocation
Plan your allocations with Hard/Soft/Tentative types and conflict detection
- Hard/Soft/Tentative allocation types
- Automatic conflict detection
- Planning view by project or person
- Color coding by allocation type
Migration Kits
Free migration kits from Sciforma, MS Project, Planview. 2h migration with automatic validation and dedicated support.
- Excel templates for Sciforma, MS Project, Planview
- Step-by-step guided wizard
- Automatic data validation
- Dedicated support during migration
Approval Workflows
Configurable approval workflows with multi-level validation, complete traceability and compliance.
- Configurable multi-level validation
- Complete approval traceability
- Compliance and audit trail
- Automatic notifications
Advanced Reporting
Generate executive reports for your executive committee with PDF/Excel exports
- Executive dashboard by department
- PDF/Excel export
- Customizable charts
- Automated reports
Gantt View
Visualize your planning timeline
- Interactive Gantt view
- Project dependencies
- Zoom and temporal navigation
- Image/PDF export
Intuitive Drag & Drop
Plan with ease
- Move allocations by drag and drop
- Reorganize projects with one click
- Adjust dates directly on the calendar
- Touch-friendly and responsive interface
Guided Onboarding
Get started in 5 minutes without training
- Interactive tour on first login
- Ready-to-use project templates
- Real-time contextual suggestions
- Built-in help at every step
Templates & Quick Copy
Save time with templates
- Reusable project templates
- Copy/paste allocations
- One-click project duplication
- Shared template library
Intelligent Global Search
Find everything in an instant
- Unified search (projects, people, skills)
- Visual filters by tags
- Keyboard shortcuts for power users
- Search history
Smart Notifications
Stay informed without being overwhelmed
- Real-time conflict alerts
- Overload notifications
- Deadline reminders
- Notification customization
Leave & Absence Management
Integrate absences into your planning
- Leave calendar per person
- Automatic conflict detection
- Holiday management
- Visual impact on capacity
Contextual Suggestions
Contextual guidance at every step
- Personalized advice based on your usage
- Automatic problem detection
- Optimization recommendations
- Intelligent contextual help
Intelligent scoring (Professional+): 0–100 score from skills (~60%) and availability (~40%). Transparent business formula — no machine learning on your data. See the dedicated page for details.