Expand my Community achievements bar.

Latest Community Ideas Review is Out: Discover What’s New and What to Expect!

Expand Workload Balancer Assigned Work filter functionality

Avatar

Level 4

9/11/24

I would like to see increased filter functionality in the Assigned Work area of the Workload Balancer to include AND and OR statements.
This would allow Assigned Work filters to pull tasks from a specific Portfolio (Client A) and for a specific Job Role (Strategic Planner).
For example, we are trying to see all Client A's tasks assigned to a Strategic Planner. However, there can be different Strategic Planners supporting Client A's work so we cannot set the filter to specific USER IDS as this would be too limiting.
Currently, when filtering Client A's tasks assigned to Strategic Planners, it lists all Strategic Planners even those that have have no Client A tasks. So there are many Strategic Planners showing with zero Planned Hours or empty rows.
I would like to filter out those Strategic Planners with zero Planned Hours or empty rows for a specific Client or Portfolio but that functionality is not possible at this time.