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View Delegated work in Workload Balancer

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Level 6

1/18/24

Description - I would like delegated work to be viewable through the Workload Balancer

Why is this feature important to you - Delegated work is owned by the delegee unless it is reassigned. It is important that Resource Planners are aware of all work on this extra responsibility to avoid over scheduling the individual.

How would you like the feature to work - I would like to see delegated work automatically being viewable through the Workload Balancer. This could be set/controlled at company / group level, or shown as an option in the Workload Balancer settings.

Current Behaviour - Delegated work sits within the original assignee schedule even though they have delegated it to someone else. There could be a hard deadline for this work, and until it is physically reassigned by the delegee, Traffic Managers can book that time in the delegee's schedule, thus making a problem. 

3 Comments

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Community Advisor

1/18/24

 

Excellent point @MattWindsor,

 

I have noted it for a future release of our Advanced Capacity Charts solution (...and perhaps some of our other 20+ Resourcing solutions).

 

Thanks for suggesting it.

 

Regards,

Doug

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Level 8

6/21/24

I will piggy back on this with a list of our own!

 

1 - The delegated assignments are not reflected on the workload balancer
2 - Reports do not consider delegations - there is a delegationToID in the user object, but it would be a stretch to build reports this way
3 - Delegations remain on the work list for the delegated to and delegated by for two weeks after being marked compete - what would be the reasoning for this?
4 - No indication of delegated tasks from the task view of a project
5 - No notifications settings for new items assigned during the delegation timeframe

6 – Delegations do not show on the new home screen for the delegates - they do show in the legacy worklist