Expand my Community achievements bar.

Display ALLOCATED planned hours in the Work List

Avatar

Level 2

11/14/23

Description - When a user clicks on a task from the Work List & reviews the right side of the page that displays details about the task, they see the task's TOTAL planned hours. This is not useful data for the user because if a task has multiple assignees then the user will not see how much time the project owner wants them to spend on the task. For ex: a task with two assignees, where one has 5 planned hours and the other has 2 planned hours. Both users will see 7 hours on their Work List. This could lead to both users spending too much time on the task & over billing the client. 

Why is this feature important to you - many tasks have multiple assignees at my org.

How would you like the feature to work - I would like the Work List to display the users ALLOCATED planned hours

Current Behaviour - Work List displays task's total planned hours.

 

I know I could create an assignments report that shows each users allocated planned hours but it is not realistic to expect users to:

1. find their tasks on the Work List

2. navigate to the assignments report

3. find the task on the report to see how much time to spend on it

7 Comments

Avatar

Community Advisor

11/17/23

Are you looking for something like this on a Task Report?

ScreenShot 2023-11-17 at 11.30.18 am.jpg

displayname=Assignment Breakdown
listdelimiter=<br>
listmethod=nested(assignments).lists
textmode=true
type=iterate
usewidths=true
valueexpression=CONCAT({assignedTo}.{name}," (",{role}.{name},") - ",ROUND({workRequired}/60,2),IF({workRequired}/60>ABS(1)," Hours"," Hour"))
valueformat=HTML
width=250

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

 

Avatar

Level 2

11/21/23

thanks but I am looking for the allocated hours to appear in the Work List specifically, not on a separate task or assignments report. 

Avatar

Level 2

11/21/23

I am talking about the Work List home page. It is the default landing page when users log in (at least at my org) that shows them their Tasks, Issues & Proofs grouped by the Week the object is due. When a user clicks on a task from the Work List, the task's details appear on the right side of the Work List - I want these details to display the allocated hours. There is no option in Setup > Interface > Layout Templates to add the Allocated Hours, just the Planned. 


 

 

 

Avatar

Community Advisor

11/21/23

This is most likely do-able already but you would have to use a calc field on a task form, then add it to the Summary panel on the layout.

Avatar

Level 2

12/18/23

@RandyRoberts just to close the loop on this: I had a fusion scenario created that displays the individual allocated hours for all task assignees in a text field that triggers any time the task's planned hours change or an assignment is changed. I tried a calculated field however calc fields cannot accommodate collections (Task Planned Hours is a collection). Thus the fusion scenario. Thanks!