How do I account for a Workers time spent on meetings and calls?

One more thought to throw out there... 1.) Set the Proj Hrs/Day at 6 (instead of 8). 2.) Set up a bucket project for those non-project items but do not assign it to any Group. Do not assign it to any individual. Assign to all Roles. "Share" with the appropriate Group. Wouldn't this assure it doesn't clog up anyone's timeline, yet they can log hours to it?

Srini - That is a common approach. It does not, however, allow you to incorporate time spent in meetings in the user utilization or capacity planning work. I presume that is why you set the role level capacity lower than 100%. When you say you adjust the “Role level capacity lower than 100%”, what attribute are you adjusting? Is it the FTE value associated with the user record? Please advise. Thanks! Eric

The variety in these suggestings is amazing so thanks, everyone! It seems the different needs dictate different solutions. I'll attempt to distil solutions a little. Problem: Account for project meetings and calls to make resource planning more accurate Solutions: A: Add tasks (planned) or issues (unplanned ) for meetings/calls for all projects B: Create a separate project(s) just to track meetings/calls (reporting issue?) C: Adjust work schedule/capacity to artificially hide time for meetings/calls (those w/o meetings?) D: Add tasks and track actual meeting time against it using Outlook integration< ">https://support.workfront.com/hc/en-us/articles/217209787-Tracking-Outlook-Calendar-Data-in-Workfront-> I feel like A is the most flexible/popular and also works with the outlook integration flow (pc only) and the new resource contouring< ">https://support.workfront.com/hc/en-us/articles/115000811768-Functionality-Made-Available-in-Preview-in-2016#manage-user-allocations-on-the-scheduling-timeline> (I think). I was considering B but concerned it will make reporting a project's actual time/cost more difficult. Thanks for all the insight, let me know if I missed something. ________________________________

I want to make sure I'm clear here. Your (A) says "for all project". But I thought the main topic here was dealing with non-project hours? Your (B) says "separate project", which looks good, but then your concern was about reporting projects' actual time/cost. Again I thought the gist here for only talking about handling non-project hours? Thanks for this discussion; any clarity you can bring will be appreciated.

We have several projects that are not considered billable but we account for them as projects none the less. We filter the billing codes to only show non billable in the project and that's how it shows on the timesheets. We then pull hours and filter out non billable by client. Michael Lebowitz Graciously sent from my mobile device. ________________________________________

Hi Kathy - This thread was meant to discuss how meeting/calls are accounted for from a resource planning perspective. I was hoping for a solution that would work for all project types and for meetings that are both planned (part of the project plan) and unplanned (added as an issue on the project) - The issue (pun intended) I ran into with this is that you can only log time against an issue so having unplanned meetings effect future resources isn't possible with A). ________________________________

Srini - you said you've "set the role level capacity lower than 100%". Where are you setting that? It's not something on the Role description/details, and I wasn't able to find any specific reference in Help. Thanks!

Craig - we just created a project for Dept Meetings. Are you currently assigning each person to the tasks? We have 40 people in our dept and prefer not to add each of them every time. We made a Team, but looks like when one person accepts it, the request disappears from everyone else. We've asked WF if there's a better solution, but no word yet. thanks