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Workload Balancer - Ability to assign all tasks per role in a project AND program/campaign at once

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2/24/21

Add the ability to assign a resource name in the Workload Balancer to all tasks (per that role) in a project and into a program/campaign.


Currently you have to assign a resource one by one into a task. I want to say this resource is being assigned to all tasks within all projects within a program/campaign. Essentially a bulk update to the assignee for all role tasks.


Example:

During our weekly staffing meeting, we discuss which new campaigns & projects have been requested and what needs to be staffed. For a product launch, we may have about 6 projects that have tasks for many roles (designer, project manager, account executive, production artist, web developer, etc.). We need to see which designers have availability during that time frame then quickly assign that designer to that campaign (6 projects and say 20 tasks).


Currently, we need to maintain a spreadsheet of current campaigns/projects with columns for each role. Then the PM either needs to manually assign each designer task one by one in Workload Balancer or go to each project and use the scheduler to assign the person into that project's tasks. Doable but can be time consuming.

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