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Update a User's Available Hours When Budgeted (regardless of Job Role)

A Resource's Available Hours are only updated when a user is budgeted to work on a work item associated with their primary job role.

For example.

USER 1: Shane Parker
FTE = 1
Primary Job Role: Designer (Budgeted Capacity = 85%)
Secondary Job Role: CopyWriter (Budgeted Capacity = 15%)

The Job Roles are both part of the same Resource Pool.
The new Resource Planner subtab, only takes into account a user's Primary Job Role, so I can not budget resources correctly.

I have two projects using the same resource pool.
Project 1: requires a designer resource for 20 hours in 1 week
Project 2: requires a copywriter resource for 10 hours in 1 week.

When I budget Shane Parker to the designer work in Project 1, 20 hours are subtracted.
When I budget Shane Parker to the copywriter work in Project 2, 0 hours are subtracted.

"The Available Hours are populated only for the user fulfilling their primary job role on the project. The Available Hours for the user fulfilling their secondary job roles on the project is zero." (REF: https://support.workfront.com/hc/en-us/articles/115006356928#job-role-name)

2 Comments

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Level 8

8/9/17

Hi,

I saw your post, and have a question. I didn't realize you could budget a certain % towards a primary or secondary job role and have it reflected in the legacy resource planning. We have a couple people that have dual roles. Can you share how you currently do it?

Thanks!

Jenn

Avatar

Level 2

8/22/18

I think a person's hours should not be based on roles. A person has only so many hours regardless of what role they play in a project. I upvoted this.