Resource Manager Enhancements Ideas
- The Workload Balancer is really the only part of the Resource Manager that our teams use. The other features have not proven to work for us.
- The Scenario Planner (which seems unfinished) needs more of a connection between its features and the Workload Balancer. Combining the two would unify the planning of possible initiatives with the reality of a team’s capacity. They are currently disparate and fall short in how much they can be used to roadmap work quickly and efficiently. If you were able to quickly work on new initiatives and broadly assign users to those initiatives on the fly, that would be an extremely useful feature.
- Another disparate feature is the relationship between the Workload Balancer and the Work Effort columns in a project view. I should be able to update this percentage in the Work Effort column from within a project view and have this be reflected in the Workload Balancer. Right now it is only the “small, medium, large” shortcut, but it should be specific percentages like the allocation feature in the Workload Balancer allows. It takes too much time to click away from a Task view and into the Workload Balancer view from inside the project.
- The new filters GUI should allow you to switch between to a text edit view.
- The 3 month view should still split the allocations up by weeks. The current distribution of hours is very confusing when applying a single percentage to an entire 3 month period. It’s hardly ever used because of this.
- The tool should show Task status colors in Workload Balancer. Currently, you can only choose to color code the items in the Workload Balancer based on the project status, but this is misleading if the project is in-progress (green), but the task is on hold (red) because all tasks would show as green. It would be helpful to visualize the Tasks by their individual statuses.
- The Utilization feature is not used because it is only month-to-month, the filter system is yet another method of configuring, and it doesn’t describe actual user assignment. This is another example of a feature that should be more integrated with the Workload Balancer and not a separate view.
- Anytime the tool only shows “FTE” instead of the actual % is confusing. As an example. This can be seen in the Planner view.
- [4/22/2024] The ability to move/shift task dates would be a HUGE time saver. It’s understandable that doing this is difficult because of the various task constraints and dependencies of the tasks within the project. However, you have options if you auto-set the tasks to fixed dates once you move and the original task constraint doesn’t work with the change you’ve made. Another option would be to treat these if you took the approach of the Scenario Planner and treated the