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Level 10

HI Lindsey - Not sure if you knew this since I haven't seen anyone mention it, but you can put the Workload Balancer on a Creative's Dashboard. Go to the WLB in the resourcing area and set it up the way you'd like the default to be for them (daily/weekly/monthly, 2 weeks/4 weeks/6 weeks/12 weeks, grouped by project or not, do you show daily allocations at the project level, how are the project color coordinated, etc.) and then for the filter do the wildcard filter User:Name equals Me and then any other project or task filters you want.

Once you have all that, click the hyperlink icon and then you can paste that into the dashboard you create by clicking "Add External Page" at the bottom of the Edit Pop-Up. This way your creatives can see what is coming up as well as easily see the allocation your Creative Resource Managers did to balance everything out.

When I was on the Agency side, this worked well. I had to do what you did and create some additional reports and stuff, but they found seeing how their work was being allocated by the RMs was super helpful to everyone. (And it also showed how late tasks can really mess things up)

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