ACCOUNTING WORKLOAD MANAGEMENT SOFTWARE

Capacity Planning

Q: Does the Board View show estimated hours for each person?

Yes. Each employee column shows their total budgeted hours across all assigned tasks so you can quickly see who’s over or under capacity.

Q: Is the Capacity Planning dashboard real-time?

Yes. The Board View and the Two-Week Liveboard pull live data from Workflow and Time & Billing, so every update happens instantly without syncing or exporting.

Q: Does this include long-term forecasting or annual resource planning?

No. Capacity Planning is designed for near-term workload visibility—this week and next—not for long-range staffing or headcount planning.

Q: Does Capacity Planning require a new module or add‑on?

No. It’s built into the Workflow module you already use — no extra modules, setup, or data entry required.

Q: How is this different from Karbon, TaxDome, or Financial Cents?

Canopy ties capacity directly to real-time Workflow and Time & Billing data. Every drag‑and‑drop action updates budgets, assignments, and hours instantly — no separate capacity tool or setup needed.

Q: My firm already tracks capacity in spreadsheets. Why should we switch?

Spreadsheets are static snapshots. Canopy updates in real time, automatically recalculating workload as tasks shift — no syncing, duplicating, or versioning issues.

Q: Do I need to build new templates or workflows to use it?

No. Capacity Planning uses your existing tasks, projects, and estimated hours. It’s ready as soon as you turn it on.

Q: How does Capacity Planning work in Canopy?

It’s a drag-and-drop Board View inside Workflow that shows each team member’s workload and estimated hours. You can reassign tasks instantly, and Canopy updates everything in real time — no spreadsheets or extra tools needed.

Faster, simpler, smarter capacity planning.

Average 4.6/5 from 1000+ reviews

What You Get With Canopy's Capacity Planning

Instantly see who's over or under capacity
Drag and drop tasks between team members to rebalance workloads; Canopy updates the schedule for you automatically
Fewer extra spreadsheets because it's fully integrated into Canopy Workflow
Real-time insights help prevent burnout before it starts
Canopy Coworker proactively uncovers bottlenecks, identifies overworked staff, reassigns tasks, and anticipates upcoming workloads

“Capacity Planning provides clear task visibility, enabling firms to rebalance work instantly, prevent burnout, eliminate bottlenecks, and keep every client project on task. ”

Liz Scott, Accounting Technology Consultant

Avoid Burnout. Exceed Expectations.

Track team capacity in real time and stay ahead of delivery risks

See Capacity Clearly, No Spreadsheet Required

Canopy replaces spreadsheets, scattered tools, and manual check-ins with a real-time Board View that shows each team member’s workload, task assignments, and estimated hours—all in one place.

Rebalance Work in Seconds, Not Hours

Canopy’s drag-and-drop Board View lets you shift work, update assignments, and adjust capacity in real time, all within the Workflow module you already use. No extra tools or steps needed.

Prevent Burnout. Boost Utilization. Keep Everyone In the Know.

Get a live view of team capacity so you can spot imbalances early and shift work before burnout sets in. Keep projects moving and teams aligned. Make your firm a finely-oiled machine while also keeping morale high.

Capacity Management

Smarter Resource Management

Many firms don’t realize who’s overloaded until burnout hits or deadlines slip (or, worse, crash). Canopy gives you visibility so you can shift work, support your team, and deliver a consistent client experience.

Two-week dashboard helps you plan ahead with confidence
Built into Workflow, no extra tools or setup required
All updates sync automatically, no spreadsheets needed

Accounting practice management software dashboard showing total capacity, budgeted hours, and role utilization charts.

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Frequently Asked Questions

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How is Canopy's Capacity Planning different from a Kanban board?

Kanban boards show task status. Capacity Planning shows people. Canopy’s Board View visualizes each employee’s workload, estimated hours, and assignments — so you can balance work based on real capacity, not just project progress.