Topic: Resource Management

  At the end of last year (2022), we updated our Job Roles to align with each employee's title and hierarchy within their department (i.e., Group Director, Director, Associate Director, Senior Manager, Manager, Coordinator). Each employee's new (title-aligned) Job role was set up as their Primary Jo...

When assigning multiple projects, make it more user friendly. Ability to search by program and not just project. It would also be helpful if we could check mark the projects instead of having to add the search in each time. When assigning out a program of work there are sometimes 8-15 projects with ...

Hello. Looking for advice on creating an executive level capacity report for our creative teams. We have different hour availabilities within the same role. For example design managers we only book for 4.5 hours of daily work, while regular employees can be booked for 6.5 hours. We also have part-ti...

Our leadership team likes to see our project managers show up on the resource planner for a project allocating their planned time allocation across the entirety of the project. Currently, they add monthly tasks to the project and update them regularly. I'm wondering if anyone has any better ideas o...

HI,Any idea "Why big negative value in Available hours in Resource management?". MvhKundan

At present we export weekly reports from the resource planned to feed templates that visually pull together a weekly reportas this is the only way we can find to get Total Available Hrs, vs Planned Hrs Vs actual Hrs by week for a teamAttached examples We need to understand when the resource planned ...

Just to clarify, I'm specifically in the Workload Balancer.

Hi! Our creative team will be taking on assigning work to their teams and we want to have them use the workload balancer. Is there a way to hide other users so they do not see other team's capacity numbers? I know we can set a filter to weed out the users but would love if there is a way to hide all...

Hi all, I wanted to ask what others are doing in the area of Resource Management. We’re an in-house Marketing team, with an in-house Creative group. I’ve been asked to measure and monitor the work we’re doing as a department so we can baseline our “normal” capacity and more importantly, gauge the im...

Hi All, Just wanted to post a warning here for any of you using Unassigned Filters for Job Role in the Workload Balancer. If you are filter for a job role, and a task that has that job role has more than one job role assigned to it, the filter displays all of the planned hours for that task, not jus...

We have recently started using the Resource Planner and have noticed that when a worker assigns themselves to a task, the Job Role is removed and then the task no longer appears in the Resource Planner. Additionally, we are seeing that Planned Hours are being cut in half in the Planner. If 4 hours a...

Having the workweek begin on Sunday doesn't work and makes it more difficult to manage resources.