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MonicaTr1
July 9, 2025
Question

Workload Balancer for Fallen Behind Projects

  • July 9, 2025
  • 1 reply
  • 255 views

Hello! When using the Workload Balancer, you can see everyone's projects that they have been assigned to. If a project has fallen behind, for example, a designer (role) has a task that was planned to be completed two weeks ago, that task does not appear on the WLB for the current week. Is there a way to know/see tasks (of e.g. designers) for fallen behind projects for the current week? -- so that when we go assigned new tasks for designers, we can take into account fallen behind projects. 

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    1 reply

    BridgettePr1
    BridgettePr1
    Level 2
    July 10, 2025

    This may or not be helpful, but I created a custom report that shows all of the users on my team (grouped by: assigned to), project name task name, the % complete on each, and how many days past the due date (if applicable) each task is. I know it's not as quick to get to as workload balancer, but you can add and remove as much detail you want from creating a custom report. 

     

    Columns- Can Start, Project Name, Task Name, Assignments, Duration, Pln Hours, Start On, Due On, % Complete, Days Late

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