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Ability to add a custom default filter in the workload balancer

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MarcMa1
Level 3

2/12/21

Ability to create a global filter and set it as the default for all users in the Workload Balancer. Based on how each organization utilizes the tool, the current default is not helpful and causes extra items to be loaded taking time and causing delays for our end users.

2 Comments

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KIMBERLYREA
Level 9

9/1/21

I would like to be able to share filters in the Workload balancer area to have more consistent data points we are making business decisions. A simple item as a missed status between two separate users could change the data.

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BlakeCo
Level 4

9/27/22

Not having this is a HUGE miss in the integrity of what's being displayed in the Workload balancer.

We have projects that have the status of "Dead" -- but all because we have people assigned to uncompleted tasks within the timeline, it's showing up in the workload balancer as that person being "booked" for xx hours.

 

It seems like the underlying methodology of what is being pulled into the workload balancer is only:

  • “if task is NOT 100% complete, then include in Workload balancer” (which in our instance pulls in assigned work within projects ceasing to exist ("Dead") or will not be proceeding immediately ("On Hold")
  • At minimum, we should be able to define a standard "if/then" statement for what tasks/projects get pulled in-- something like “if project = current (or project = in Planning) AND task is not 100% complete” then include….
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