Balance capacity before the close slips
How to use weekly capacity, estimated hours, and utilization thresholds to rebalance close work before deadlines move.
Capacity is a close risk signal
A close can look healthy while one reviewer or preparer is quietly carrying too much work. Capacity planning helps managers find that risk before it becomes late work, rushed review, or missed evidence.
How to read utilization
Use thresholds as prompts for review, not as automatic reassignment rules.
| Utilization | Meaning | Action |
|---|---|---|
| Over 100% | The person is overloaded against weekly capacity. | Move work, reset expectations, or remove a blocker. |
| Over 80% | The person is approaching a risk zone. | Monitor closely and avoid assigning additional review load. |
| Under 70% | The person may have room to absorb work. | Compare skill fit, entity context, and review ownership before reassigning. |
Rebalance without breaking accountability
Do not move tasks just to make the chart look balanced. Move work only when the new owner has the right context and the reviewer, evidence expectation, and dependency chain remain clear.
- Review overloaded users first.
- Compare underloaded teammates with the same close context.
- Avoid reassigning tasks that are already in review unless the reviewer agrees.
- Update task ownership immediately so the command center stays accurate.