Hi Vazgen....I've submitted my feedback. For the benefit of discussion with the rest of the beta group, I've also posted it below. Hope that's OK. Overall very nice. Some general notes that apply to all:
Can't see daily hours per task (numbers or highlighting)
Is there an expand/collapse all option? Or perhaps a way to expand/collapse each level together? Users will want to see what all the resources are working on without having to expand them one-by-one.
People Workload section doesn't show the month name / time period. You lose this when you scroll down and can only see day numbers.
Groupings by Role are good but we may not always want to have then showing as it wastes vertical space. Could it be a view option?
I really don't like the fixed position of the unassigned work. This leaves very little space to view the People Workload. Perhaps it would be useful if it could be pinned to stay in position on demand.
I don't think the summary of hours per role or number of tasks is especially useful in this screen. What you really need to know is who can take on the tasks you need to assign.
Hi - Question: I have a few Resource Managers that manage the day-to-day (versus long-term planning) so I want to get their feedback as well. Would you like me to put in each vote separately, or would you like me to select the one that wins the majority of FCB's users? Anthony Imgrund FCB
People -> Schedule
Its tough to tell as without being able to play with it a bit I'm forced to make assumptions, but I think overall I like Option 3 best if we have to go with one of the choices. Detailed notes here:
Unassigned Work view:
Prefer Option 2 & 3 over Option 1, though both are confusing on a level and I'm not sure how well they would scale to the way we use this view.
In option 2 & 3 I like that the visual representation of the task in the main view is tied to the info in the detail bar on the left (which is not the case in Option 1).
Option 2 - this seems to assume that you can only assign one role per task, from this standpoint Option 3 would be better for our purposes.
Option 3 - I like that you can see all "engineer" needs grouped together, this could theoretically help us identify if (for example) 1 person @ 100% can cover it or if we really need 2 people @ 50% given the way things overlap. However I am envisioning what this will look like at the start of a project with 10 roles and all the tasks stacked up underneath them and it would be pretty overwhelming.
In all of these views, it is unclear how much work each resource or task (depending) requires day by day, or even week by week‚Äö√Ñ¬∂ this still appears to leverage the peanut butter spreader approach where total task hours are divided over the # of days.
People Workload view:
Prefer the way this looks in Option 3, with the task name in the blue bar as well as in the side bar, just a nice shortcut rather than having to track back to the task name on the side bar. Also helps absorb at a glance as opposed to the Option 1 version with no side bar detail at all.
In all of these views, it is unclear how many hours work each resource actually has day by day, or even week by week, this is just a relative comparison, forcing you to know the baseline and then do the math, which seems extra.
I understand that the check mark, + or - hours is supposed to be a visual shortcut, but just showing the hours would be more accurate and useful for our purposes.
Green/red highlight is a nice feature if you can set it according to your WF schedule (ie 8 hrs or 9 hrs days)
In General, what we really need to see:
Is how you can easily add, remove or swap assignees while in this view (especially if there's no unassigned task in this area)
Is that you can group by PROJECT in the People ->Teams area
Is that you can input planned hours by the day and week in this view without restriction of total initially planned hours.
Susan Karns Momentum Worldwide Inc
Thank you for the feedback, Susan! Two follow-up questions here, also for the group: 1. About peanut butter-spread for the Unassigned area - do you use contouring in there before making the assignments? 2. How frequent will be the case when you assign Engineer tasks to non-Engineer users? Thanks, Vazgen Babayan Product Manager Workfront
Well, I'm glad I asked other people because I was totally wrong. I personally like #1 better but no one else did! LOL!!! I liked Screenshot 1 the best just because we have a lot of roles on a project and if you were only focusing on Art Director roles, you could see that. However, we are assuming there are filters for the Unassigned section so that might not matter. For Screenshot 2 (which had the majority of wins for us), the only concern the team had was what happens when there are multiple unassigned roles on a single task? In the screenshot we see that the project User Stories has 4 roles, but when expanded it doesn't show what happens on the task level. Will it also just say "4 Roles" or will it break out the task 4 times to show each of those roles separately. Again, we are assuming the filter on the top can be for a certain role, so it might not be a real issue. For Screenshot 3, people asked if they clicked "Engineer" will that auto apply a filter to only show tasks and issues with that role? (Kind of looks like a hyperlink). And while they loved the summary info for the Roles with the total unassigned hours, they were confused at what value the Tasks and Issues summary added. They were curious what it would look like in our system with lots of unassigned worked. 😉 Overall they liked the direction this is heading. The one concern everyone had, including myself is scheduling someone for a whole project. Are there plans where you can see this view over several months? Because ideally, we want the same Art Director on the whole projects so when a new project comes in, we want to see who has the bandwidth to work on it. And then we have the daily shuffle as things change, adhoc stuff comes in, or people are out sick. Anthony Imgrund FCB
For #1 - It isn't so much full on resource contouring, but more like blocking a certain date and seeing how that moves the hours. Example: I have an unassigned task for 20 hours that is Monday through Friday, the peanut butter approach would have 4 hours a day. However, I know Fridays are just crazy with tons of stuff due so I want to see how the task fairs with 0 hours on Friday. I want to block time for that day. I can then see that it is now 5 hours a day and I can see that Billy Bob is free to work on it so I drag it down. For #2 - Unfortunately, all the time . Because we integrated with our financial system we have like 1,100 job roles. So while the template might have "Copywriter" for the unassigned task, the person who might actually work on it could be a Junior Copywriter, Senior Copywriter, Group Copywriter, Group Copy Supervisor, or Associate Creative Director - Copy. So for the unassigned section, I'd love to say Copywriter tasks, but for the bottom section, I'd like to filter by a team, a manager, or a custom field (since we have a "department" field on the user's custom form). Anthony Imgrund FCB
Hi Vazgen, Answers below - apologies for the delay! #1. Im not sure the proper terminology (and whether it's true contouring) but in planning any project or task, the hours per day/week are not always the same. More than not I have a resource assigned to the life of a project with varying hours by week, depending on where we are in the process. Depending on how early I know who will work on the project, I could "contour" these hours in an assigned or unassigned task. #2. Agree with Anthony's response below. The assignments may be similar as he noted but not always 1:1. This happens all the time. Susan Karns Momentum Worldwide Inc
Vazgen, In answer to your question 2, we often assign tasks to different roles; more than 50% of the time. It's one of the things that we'd like to leverage workfront for (to understand when people are doing more/other work outside of their assigned role; which will help us understand hiring/staffing decisions). Over time it might reduce but right now it is very high. Elizabeth Ross J Jill
Thanks everyone for your feedback!! We have iterated on the designs and tried to combine the top two options in a single view. Please see the Weekly Update Thread for updated visuals and progress update on the initiative. Thanks, Vazgen Babayan Product Manager Workfront