Visible Engagements
{{ overview.engagement_count }}
SLA Breached
{{ overview.sla_breached_count }}
SLA Warning
{{ overview.sla_warning_count }}
Heavy Capacity
{{ overview.heavy_capacity_count }}

Engagement Capacity Plan

Derived from open task weight, review load and overdue work. Existing assignments remain unchanged.

Assign / Reassign
{% for row in capacity_rows %}{% else %}{% endfor %}
Team MemberEngagementsOpen TasksWeighted LoadReviewOverdueCapacity
{{ row.name }}{{ row.engagement_count }}{{ row.open_tasks }}{{ row.open_weight }}{{ row.review }}{{ row.overdue }}{{ row.load_status }}
No visible workload.

Engagement Team & Weighted Progress

One row per engagement using existing Partner, Manager, Staff and Review Partner assignments.

{% for row in advanced_engagements %}{% endfor %}
EngagementTeamProgressSLAStatus
{{ row.client_name }} — {{ row.service_name }}
{{ row.financial_year }}
Staff: {{ row.staff_name }}
Manager: {{ row.manager_name }}
Partner: {{ row.partner_name }}
{{ row.progress_percent }}%
{{ row.completed_weight }}/{{ row.total_weight }} weighted
{{ row.sla.label }}
Age {{ row.sla.age_days }} day(s)
{{ row.status.replace('_',' ').title() }}