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_Manish_Singh
_Manish_Singh
Level 9
January 9, 2024
New

Enhance Resource Planner Views

  • January 9, 2024
  • 3 replies
  • 509 views

Include 'Actual Hours' column in both the 'View by Role' and 'View by Project' views of the Resource Planner. This would show how much time was actually spent on each role or project, in addition to the other metrics like Available, Planned, Budgets, etc (as shown below). At least gives this as an option in the settings.

 

    3 replies

    KellieGardner
    Community Advisor
    KellieGardnerCommunity Advisor
    Community Advisor
    January 9, 2024

    Planner needs a lot of work and I'm really hoping they start to focus on it soon.

    N
    NickVa7
    Level 9
    May 23, 2024

    ^ What Kellie said

    Also, it's challenging to have the Planner focus the data you want to see, because it includes so much data and is not sortable.  For example, if I have a filter applied to show data for a specific role, and I want to see the planned hours assigned to this role during a given timeframe, I have to sift through loads of results that have 0 planned hours to get to the projects that have tasks assigned to this role during the timeframe I'm looking it.  We abort the Planner because it's too time consuming.

    SarahWilkersonCA
    SarahWilkersonCA
    Level 7
    May 29, 2024

    Agree with all the above. 

    We are starting to use Planner by "role" to understand which roles are overallocated in certain time frames.  We have to scroll down to open more and more to see everything.  It should shift the projects that have hours planned for that role to the top.

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