Hi @Lyndsy-Denk - let me see if I can answer your questions.   Yes, you do need to use Resource Pools to have accurate data in the Resource Planner.  I think there are several reasons Resource Pools are required but probably the most important is that they cordon off resources so that a particular r...

Have you been thinking about using the resource management tools in Workfront but don’t know how to get started?  We’ve created a Blueprint that takes you step by step through the settings and product areas that you need to check and potentially update to ensure that you’re getting resource manageme...

Hi!  Sorry for the delayed response!  My recommendation is to see if you can add additional filters that could filter out the results to bring down the number of projects that need to be queried.  An example might be to filter out projects with a status of Complete or Canceled.  Other questions you ...

As of March 2, 2023, Workfront offers a new and improved way to calculate a user’s capacity using the Work Time field that will enable you to see the true availability of your global teams based on region-specific schedules.  Up until now, if you wanted to adjust the amount of time a user had each d...

Hi Vikki,   Thanks for flagging this!  Under the Assigned Work section, I added an additional filter setting to my existing filters that says "Project Status does not equal Dead or Cancelled."  This did seem to filter out cancelled project hours.  Would you be able to add this filter to an existing ...

Question from the Webinar: We don't log time. Do we have to use Planned Hours and Duration? Answer: Yes, both the Resource Planner and the Workload Balancer rely on the Planned Hours and Duration of Tasks (or Issues, if you have that setting enabled) to calculate capacity and allocation.  It's impor...

Question from the Webinar: When you filter by a role in the Workload Balancer, does it only pull in users who have that role as their primary role? Answer: It pulls in all users who have the role assigned to them, regardless of whether it's there primary or secondary role, etc.

Hi John,   You might try adjusting the FTE value for each user.  You can do this in the User Profile section (and you can also bulk edit for users with the same FTE value).   So for example, if you have a designer who is only available for project work 6 hours a day, their FTE value would be .75.  Y...

One question that came up during the webinar:   In the old experience and scheduler tools, PTO has been hard to see in a project schedule with unpredictable project schedule impacts. Because of this we have not rolled out PTO in Workfront. Has PTO display in project schedules been revamped and now m...

One question that came up frequently during the webinar is: When exactly will the Scheduler be deprecated?   Currently the Scheduler is set to be deprecated with the 23.1 Release. This gives everyone some time to use and test the new features being released in Workload Balancer next week with the 22...