# Team and Capacity management
## Team overview
Teams in Luna provide a flexible way to organize users, filter content, and coordinate work across your workspace.
**Key benefits**
* **Focus**: filter OKRs, launches and milestones by team
* **Scalability**: organize large workspaces without losing visibility
* **Ownership**: assign teams to OKRs, launches, and milestones (directly or through templates)
**Team structure**
* Users can join multiple teams
* Each user has a **primary** team for filtering and organization
* First team joined becomes the primary team by default
* Users can change their primary team at any time
**Access & visibility**
* Users can see all launches regardless of team (existing permissions apply)
* Team membership doesn't override existing user role permissions (Admin/Maker/Member/Guest)
### Create and manage Teams
**Create a Team**
1. Go to **Settings > Team Management**
2. Click "**+ Create new team**"
3. Fill in the team details:
* Team name (required)
* Team description
* Team picture (optional)
* Add initial team members
**Manage Teams**
In **Settings > Team Management**, you can:
* View all workspace teams
* See which teams you've joined
* Set a team as your primary’s team
* Edit team details (name, description, picture, capacity and workload)
* More info on Capacity management [below](#capacity-management)
* Add or remove team members
* Delete teams (if you have permissions)
### Join a Team
**During signup**
1. You'll see available teams during the signup process
2. Select the teams you want to join
3. **The first team you select becomes your primary team automatically**
**After signup**
1. Go to **Settings > Team Management**
2. Browse the list of available teams
3. Click on a team to view details
4. Click "**Join team**" to become a member
{% hint style="info" %}
Admins and Makers can also add you to teams directly.
{% endhint %}
### Define your primary Team
Your primary team is used for filtering and organizing your work across Luna.
**To set or change your primary team**
1. Go to Settings > Team Management
2. Find a team you're already a member of
3. Click the menu icon (⋯) next to the team name
4. Select "Set as primary"
**What your primary team affects**
* Default filtering in roadmap views → filtering on a certain team will display launches where any participant's primary team is this team
* Team-based organization in Timeline → setting Teams as dimension will categorise launches based on participants' primary teams
* Team-based organization in Kanban boards → setting Teams as dimension will categorise launches based on the owner's primary team
### Leave a Team
1. Go to **Settings > Team Management**
2. Find the team you want to leave
3. Click the menu icon (⋯) next to the team name
4. Select "**Leave team**"
{% hint style="warning" %}
You cannot leave your primary team without first setting a different primary team
{% endhint %}
{% hint style="warning" %}
If you're the last member of a team, consider transferring ownership or deleting the team instead
{% endhint %}
### How Teams are used across Luna
**In Launch management**
* **Assigning teams to launches**
* Add teams as launch participants when creating launches
* Assign teams as milestone owners or approvers
* Note: When you assign a team, all individual team members also become available for selection
* **Team inheritance from templates**
* Templates can include default team assignments
* When creating a launch from a template, team assignments are automatically applied
**In filtering and views**
* **Roadmap filtering**
* In Roadmap views (Table/Timeline/Kanban), filter by one or more teams → Shows launches owned by team members whose selected team is their primary team
* Add "Team" as a dimension in Timeline view to group launches by all participants' primary teams
* In Kanban view, columns are organized by team names based on owner's primary team
**In OKRs**
* Assign teams as Objective contributors
* Assign teams as Key Result owners or contributors
## Capacity management
### **Capacity configuration**
Before setting team capacity, configure your workspace units:
**Capacity units**
* **Weeks**: measure capacity in time periods
* **Points**: measure capacity in story points or effort units
**Workload units**
* **Points**: direct point assignments
* **T-shirt sizes**: use size estimates (S/M/L/XL) with custom point mapping
**T-shirt size mapping**: define point values for each size (example):
* S = 20 points
* M = 40 points
* L = 80 points
* XL = 160 points
* ..
### **Set team capacity**
1. Go to **Settings > Team Management**
2. Click on a team name to open team details
3. For each team member, set their individual capacity within this team:
4. Enter capacity directly, or
1. Use the breakdown method (Starting capacity, then adjust for Bugs % and Holidays %)
2. Enter current workload for each team member
5. **Team totals are automatically calculated** by summing individual member values
6. Subscription percentage is automatically computed (Team Workload ÷ Team Capacity)
{% hint style="info" %}
Users define their capacity within their **primary team**. If someone belongs to multiple teams, their capacity is set in their primary team context.
{% endhint %}
### **Understanding capacity metrics**
**Individual level**
* Capacity: available bandwidth for each team member (in your configured units)
* Workload: current work assigned to each team member (manually entered)
* Subscription percentage: automatically calculated utilization (Individual Workload ÷ Individual Capacity)
**Team level**
* Team capacity: sum of all individual member capacities
* Team workload: sum of all individual member workloads
* Subscription percentage: automatically calculated team utilization (Team Workload ÷ Team Capacity)
### **Using capacity data**
**Use capacity metrics to**
* Identify over-subscribed teams before planning new launches
* Balance workload distribution across teams
* Make informed decisions about launch prioritization
* Plan resource allocation for upcoming quarters
