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Workload Balancer - Include Time Off Hours in Calculated Planned Hours

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Level 3

29-04-2021

In the Workload Balancer, although time off appears as diagonal lines in the box, the hours are not calculated/included in the resources' overall planned hours for a given day.


It would be helpful as a Resource Manager to see the cumulated hours (which includes ie 1 or more hours). Right now, I have to go into the Resources' time off to confirm the hours they are taking and then account for that when assigning tasks.

5 Comments

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Level 2

10-10-2022

Agreed.  It seems like they should be able to indicate this also as a task or issue with a planned start date and planned end date.  Otherwise how is a resource manager going to know someone's not available because they're on PTO without using other resources?  Also, I'm not seeing the diagonal lines in my view, so I don't see any indication at all when staff are on PTO.  

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Level 2

11-10-2022

If you hover over the Time Off (airplane/gray box with bars) it will show the Planned Hours and Capacity Hours the resource is allocated. So if you base the resource off of a 40 hour work week and they are off one day, it will read, Capacity 32 hours. If the resource is overallocated, the box color turns red and will also indicate when you hover that the resource is overallocatd.

 

ElliotLeson_1-1665488945237.png

 

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Level 2

14-10-2022

Thank you Elliot.  I do see the capacity reflected now, but still don't see the "time off" indicator you show in the screen cap.  If you're ok taking 20 min to talk about it, please send me an email at itmailbox@clynch.com and suggest a couple times next week that would work for you.