Resource Planner - Exclude hours from completed tasks

[#1]

In the Resource Planner tool, there should be a toggle under the settings gear to "Exclude hours from completed tasks". Task Planned Completion Dates are nearly always misaligned with the Actual Completion Date, and no one is planning/budgeting resources for completed tasks. Therefore, users should be given the option to exclude hours for completed tasks, so that they're looking at work that is currently incomplete.

[#2]

Yes! This is a major pain point for us also. It does not make sense to keep planned hours in the future for tasks that have been completed. I can't think of a use case where we would ever want to continue to see planned hours on completed tasks and it creates extra work to have to manually go clear those out on all of these tasks. It should be handled automatically by Workfront.

[#3]

Completely agree as well! The resource planner needs more flexibility overall with filters. We need to be able to customize it to see only what we need to... incomplete planned hours, planned hours & projects only during that time period... etc.

[#4]

I agree - and not only completed tasks, but projects that are completed and dead. if a project or task has planned hours but is in a "non-active" status, those hours should not be included in the resource planner.

[#5]

Totally agree, we should exclude hours from 'Completed', 'dead', 'On_hold' projects as they are out of the charge plan of the user

[#6]

Completely agree! This is a serious barrier for our managers. They need accurate capacity and they aren't getting it.

It would be great if on tasks with multiple assignees when one assignee finishes their work it drops off their capacity, but assignees still working on the task do not have the capacity drop off.

[#7]

Agreed. This is absolutely vital when looking at role level data, completed tasks should not show as requiring future capacity. It can lead to wildly inaccurate capacity projections

[#8]

That is a fantastic idea, and a HUGE need. We are not assigning some of our users work based off capacity numbers in the resource planner, when in fact they have worked quickly and ahead and have quite a bit of available capacity.

I would like to see the option to view:

Uncompleted tasks planned hours left in a time frame based off how many available hours left in a week.

[#9]

Another case study for this one while using the workload balancer (which I love).

I have a designer showing over capacity, so we outsourced some work to a design contractor. Well, turns out what was driving his capacity numbers were quite a few jobs ON HOLD and DEAD, and many more tasks were already completed. Why are we counting those as work to be done? When I took all of those out - he had plenty of capacity. However, too late - money spent with a contractor.

Please upvote this one and let's get it in planning!

[#10]

Yes YES YES! Please, this is a need for our team. The resource managers don't have confidence in the tool because their resources are often "red" and showing that they're over-allocated when in reality they are available.

[#11]

This applies to the Workload Balancer too. This is really important for us because we need to know how many planned hours are actually 'remaining'. I no longer need to see completed tasks in the Workload Balancer.