Core Insights: Project Owner Workload

Last updated: April 13, 2026

The Project Owner Workload insight gives you a clear, real-time view of how active projects are distributed across your team. Whether you're managing a growing portfolio or trying to prevent burnout on your CS team, this view helps you immediately see who's carrying the most weight — and whether that load is balanced.

What This View Shows

This insight is organized into two main sections: a workload distribution chart at the top and a detailed project table below.

Owner Workload Bar Chart

A horizontal bar chart displays the top 10 project owners ranked by the number of active projects they own. Each bar represents one owner, with the bar length corresponding to their project count. This makes it effortless to identify at a glance who has the heaviest workload and whether distribution across your team is healthy.

Hover over any bar to see the owner's name and exact project count in a tooltip.
Owners are automatically ranked from highest to lowest project count.
If your team has more than 10 owners, only the top 10 by project count are shown in the chart — all owners appear in the table below.

All Projects Table

Below the chart, a full table lists every project with the following columns:

Project — The project name. Click on a project to open its detail panel with full context.
Account — The customer account associated with the project.
Owner — The team member responsible for the project.
Status — Current project status (e.g., In Progress, Complete, On Hold).
Start Date — When the project was kicked off.
Due Date — The project's target completion date.

The table is sortable by column — click any column header to sort ascending or descending. Use this to quickly pull up all projects for a specific owner or sort by due date to find upcoming deadlines.

Summary Stats

At the bottom of the page, three key metrics give you an instant snapshot of your team's capacity:

Total Projects — The total number of active projects in the current view.
Owners — The number of unique owners with at least one active project.
Avg / Owner — The average number of projects per owner, helping you benchmark whether workload is evenly spread.

Filters

Use the filter controls at the top of the page to refine the data shown:

Date range — Scope the view to a specific time window.
Playbook — Filter by playbook type to see workload for a specific onboarding motion.
Owner — Focus on one or more specific team members.
Account — Narrow results to projects for a particular customer.

How to Use This Insight

Identify Overloaded Team Members

If one owner's bar is significantly longer than others, that's a signal worth investigating. Are they managing more complex accounts? Is there an opportunity to redistribute? Use this view in your weekly team syncs to have data-backed conversations about capacity.

Rebalance Before It Becomes a Problem

Onboarding delays are often a symptom of overloaded CSMs, not just customer-side blockers. By spotting imbalances early in this view, you can reassign projects proactively — before timelines slip and customers feel it.

Audit During Hiring or Transitions

When a team member leaves or goes on leave, the Project Owner Workload view instantly shows you which projects need to be reassigned and to whom they can most reasonably be handed off.

OnRamp AI Analysis

Every Insights page includes the OnRamp AI panel on the right side of the screen. For the Project Owner Workload view, the AI automatically analyzes your current data and surfaces key findings — such as which owners are outliers by workload, whether your average projects-per-owner is healthy relative to your team size, and what actions might help redistribute load.

You can also type your own questions in the AI chat input to dig deeper, like "Which owner has the most overdue projects?" or "Who has capacity to take on more projects right now?"

Need help navigating other Insights views? Explore the full Core Insights series in this knowledge base.

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