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Setting Up Departments

Departments organize your team by function. Learn how to create departments, assign members, configure capacity, and use department-level analytics.

Overview

Departments in MovaLab represent functional teams within your organization: Design, Development, Marketing, Project Management, etc. They enable capacity tracking by team and department-scoped permissions.

Organization Structure:

Organization
    ├── Department: Design
    │   ├── Role: Design Lead
    │   ├── Role: Senior Designer
    │   └── Role: Designer
    │
    ├── Department: Development
    │   ├── Role: Engineering Lead
    │   ├── Role: Senior Developer
    │   └── Role: Developer
    │
    └── Department: Project Management
        ├── Role: PM Lead
        └── Role: Project Manager

Team Organization

Group users by function for clearer structure and reporting.

Capacity by Department

Track available hours, utilization, and workload per team.

Scoped Permissions

Roles can be limited to their department's resources.

Department Analytics

Performance metrics, trends, and insights by team.

Creating Departments

Navigate to Settings → Organization → Departments to create and manage departments.

Step-by-Step Guide

1

Access Department Management

Go to Settings > Organization > Departments. You'll see existing departments and an 'Add Department' button.

2

Create New Department

Click 'Add Department' and enter a name (e.g., 'Design'). Use clear, recognizable names.

3

Set Department Head

Assign a department head who oversees the team. They'll have visibility into all department resources.

4

Configure Capacity

Set default weekly hours for the department. Individual user hours can override this.

5

Add Description

Describe the department's function and responsibilities. Helps with onboarding and org clarity.

6

Assign Color (Optional)

Set a color for visual identification in charts, calendars, and capacity views.

Department Fields Reference

FieldRequiredDescription
nameYesDepartment name (e.g., "Design", "Engineering")
descriptionNoBrief description of department function
head_idNoUser ID of department head
default_hoursNoDefault weekly hours (defaults to 40)
colorNoHex color for visual identification
parent_idNoParent department for sub-departments

Team Structure

Organize your team with departments and roles that reflect your actual organizational structure.

Assigning Users to Departments

Users are assigned to departments through their role. When you create a role, you can scope it to a specific department.

Assignment Flow:

1. Create Department: "Design"
2. Create Role: "Designer" (scoped to Design dept)
3. Assign User to Role: "Sarah → Designer"
   → Sarah is now part of Design department

OR

1. Create Role: "Project Manager" (no department scope)
2. Assign User: "Mike → Project Manager"
   → Mike is cross-departmental

Department Hierarchy

Departments can have parent-child relationships for larger organizations:

Flat Structure

Organization
├── Design
├── Development
├── Marketing
└── Operations

Nested Structure

Organization
├── Product
│   ├── Design
│   └── Engineering
└── Go-to-Market
    ├── Marketing
    └── Sales

Department Roles

Department Head

Oversees department, sees all resources, approves time

Team Lead

Manages a team within department, limited admin access

Team Member

Works within department, sees assigned resources only

Capacity Settings

Configure how capacity is calculated and displayed for your department.

Capacity Configuration

Default Weekly Hours

Standard hours per week for department members. Default is 40. Part-time roles can override.

40 hrs/week

Billable Target

Target percentage of hours that should be billable. Used for utilization calculations.

75% billable

Overtime Policy

Whether overtime is allowed and if it counts toward capacity calculations.

Allow up to 10 hrs

PTO Handling

How vacation and sick time affects available capacity.

Deduct from available

Capacity Calculation

Department Capacity = Sum of all member capacities

Member Capacity Calculation:
  Weekly Hours: 40 (from role or user override)
  - PTO Hours: -8 (if any PTO scheduled)
  = Available: 32 hours

  Split across assigned accounts:
  If assigned to 2 accounts:
  - Account A: 16 hrs available
  - Account B: 16 hrs available

Department Total:
  Design Dept (5 members × ~32 hrs avg) = 160 hrs available

Viewing Department Capacity

Access department capacity from multiple places:

Dashboard → Capacity Widget

High-level department utilization overview

Analytics → Capacity Planning

Detailed capacity breakdown with forecasting

Department Page → Capacity Tab

Department-specific capacity details

Account Page → Resources

Department capacity allocated to specific account

Department Analytics

Track department performance with built-in analytics and reports.

Available Metrics

Utilization Rate

Actual hours / Available hours. Target: 60-80%

Billable Percentage

Billable hours / Total hours. Compare to target

Project Distribution

How work is spread across projects and accounts

Task Completion

Tasks completed vs created, average cycle time

Time Allocation

Where department hours are going (by account/project)

Trend Analysis

Week-over-week and month-over-month changes

Report Types

Weekly Capacity Report

Sent every Monday. Shows previous week utilization, upcoming capacity, and alerts for over/under utilization.

Monthly Performance Report

End of month summary. Includes billable hours, project health, and comparison to targets.

Resource Forecast

Projects capacity needs based on scheduled work. Identifies potential bottlenecks 2-4 weeks out.

Cross-Department Collaboration

Not all roles fit neatly into one department. MovaLab supports cross-functional teams and shared resources.

Cross-Departmental Roles

Some roles (like Project Manager) work across departments. These roles are created without a department scope.

Department-Scoped Role:
{
  "name": "Designer",
  "department_id": "design-dept-uuid",
  // Only sees Design department resources
}

Cross-Departmental Role:
{
  "name": "Project Manager",
  "department_id": null,
  // Sees resources based on project/account assignments
}

Handling Shared Resources

Matrix Teams

Users can be assigned to projects outside their department while remaining in their home department for capacity.

Borrowed Capacity

Track when resources are 'borrowed' from another department for specific projects.

Shared Services

Create a shared services department for roles that support multiple teams (IT, HR, etc.).

Project-Based Allocation

Allocate percentages of capacity to specific projects regardless of department.

Capacity Tracking Tip

For users who split time between departments, their capacity is tracked at the user level. Department totals will show their proportional contribution based on time logged.

Best Practices

Match your org structure

Create departments that reflect how your organization actually works. Don't over-engineer with too many sub-departments.

Assign department heads

Every department should have a designated head for accountability and approvals. This person oversees capacity and performance.

Set realistic capacity defaults

40 hours isn't always accurate. Account for meetings, admin work, and realistic productive time.

Review capacity weekly

Check department utilization every week. Catch over-utilization before burnout and under-utilization before it impacts revenue.

Use colors consistently

Pick distinct colors for each department. These appear in charts, calendars, and capacity views.

Document department purpose

Use descriptions to clarify what each department handles. Helps with onboarding and reduces confusion.

Plan for growth

Design department structure that can scale. Avoid creating departments for single people.

Example: Agency Structure

Here's a typical department structure for a digital agency:

Agency Departments:

├── Creative
│   ├── Design Lead (Head)
│   ├── Senior Designer
│   ├── Designer
│   └── Junior Designer
│
├── Development
│   ├── Engineering Lead (Head)
│   ├── Senior Developer
│   ├── Developer
│   └── QA Engineer
│
├── Strategy
│   ├── Strategy Director (Head)
│   ├── Strategist
│   └── Analyst
│
├── Project Management (Cross-functional)
│   ├── PM Director (Head)
│   ├── Senior PM
│   └── Project Manager
│
└── Operations
    ├── Operations Manager (Head)
    ├── Finance
    └── HR

Notes:
- Project Management is cross-functional (no dept scope)
- Each dept has a designated Head
- Roles inherit department from assignment

Related Documentation

Continue learning about MovaLab's organizational features.