[Event Follow-up] Skill Exchange Aug ‘24: Resourcing Excellence: Customizing the Workload Balancer | Community
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KristinFarwell
Adobe Employee
Adobe Employee
August 13, 2024

[Event Follow-up] Skill Exchange Aug ‘24: Resourcing Excellence: Customizing the Workload Balancer

  • August 13, 2024
  • 6 replies
  • 2248 views

If you have a follow-up question from the Skill Exchange session Resourcing Excellence: Customizing the Workload Balancer with Steven Enos from Liberty Mutual Insurance (@stevenen) and Myka Bohnsack from Adobe (@myka-bohnsack) that originally aired on August 15, 2024, you’re in the right place!  

Leave your comment below and our speakers will do their best to reply. And if you see a question below that you know the answer to, don’t be shy! We’d love for you to answer from your own experience and perspective.  

Have questions about another Skill Exchange session? You can see the full list of discussion threads here. 

On-Demand Viewing - This session is now available on-demand, you can find the recording here. (Tip: Use the links in the left navigation to watch other Skill Exchange sessions!) 

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6 replies

August 15, 2024

My team has issues with tasks that start and are due on the same day do not get accounted for in Resource Management. Is there a fix for this?

ElliotLeson
Level 3
August 15, 2024

Hi...for same day tasks, you need to make sure there is a number in Duration. 

If 0 is in the Duration the task will not show up on the Workload Balancer.

Edwin_Melgar
Level 4
August 15, 2024

If you edit a users resource capacity/availability, how do you preserve the historical capacity of user for retrospective reviews our resourcing?

Level 4
August 16, 2024

I don't believe this was covered during this session, but there are a few of our users who do a combination of project/task work and issue work, and issues seem to still have the default calculation of 8 hours per day. Is there going to be a fix for this? Is there a workaround? We'd love to be able to set default durations and hours for issues, so they don't throw off the resource planner numbers.

 

Thanks, btw, great session. Thank you @stevenen @myka-bohnsack @kristinfarwell 

JenL-LAZ
Level 2
August 16, 2024

I would also love this fix. I recommend that my users omit hours from requests in the Resourcing tools, but it would be helpful to include them without having to manually adjust them every time. 

LAK01
Level 2
August 26, 2024

Are the recordings available yet?

KristinFarwell
Adobe Employee
Adobe Employee
August 27, 2024

@lak01 - Hi there! If you registered for the Skill Exchange in advance, you will receive a follow-up email this week with a link to the on-demand session recordings. For anyone who didn't register in advance, we'll be posting all the videos on Experience League. I hope to have those up in the next few weeks. We’ll update this post when they're ready!

KristinFarwell
Adobe Employee
Adobe Employee
September 3, 2024

Good news!  This session is now available on-demand, you can find the recording here. (Tip: Use the links in the left navigation to watch other Skill Exchange sessions!) 

Level 2
December 12, 2024

@stevenen I'm curious how you produced the reports discussed at the 25 min mark?  Are those Workfront reports or did you have to export data and create in something like excel?

Level 2
December 13, 2024

Hi @adamcnote The report on the slide is generated via a chart in PowerPoint. The data that populates it is exported from the resource planner and manipulated in Excel before being moved into PPT. Hope that helps. Feel free to reach out with other questions. Thank you 
Steve

Level 2
December 13, 2024

Thanks very much for confirming!