Overview
The Firm Members page is where you manage the people on your team and set their individual work capacity. Capacity set here is what powers the Capacity Planning page - once a team member's weekly capacity is entered, it automatically displays alongside their scheduled work and actuals in Capacity Management.
Note: This view is only accessible to account admins on the Premium Plan.
Accessing Firm Members
Find Firm Members in the sidebar menu. Selecting it opens a simple list of everyone on your team with two columns: Name and Weekly Capacity. Click the sort icon next to Name to sort the list alphabetically.
Setting Capacity Per User
Weekly Capacity is inline editable - no separate save step required:
Locate the team member in the list
Click directly into their Weekly Capacity cell
Enter or update their weekly capacity in hours (the number of hours they're expected to be available to work each week)
Click away from the cell and the change is saved automatically
This capacity number is what appears on the right-hand side of that person's row on the Capacity Planning page, alongside their actual hours logged and their scheduled hours (e.g., "12/32hrs").
How This Connects to Capacity Management
Capacity set on the Firm Members page flows directly into the Capacity Management view
If a team member's capacity changes here, their totals on the Capacity Planning page update automatically
This keeps the two pages in sync, so admins only need to set capacity in one place
Quick Tips
Keep capacity numbers up to date as team members change their schedules so Capacity Planning stays accurate
Review Firm Members periodically to make sure every active team member has a capacity set - anyone without one may not show accurate totals on the Capacity Planning page