Hi @DaveKo,
As @RandyRoberts shared, there are a lot of considerations involved in balancing work, which is why most resort to having a trained and insightful human do so manually. That said:
Many years ago, at a client far, far away…
Some savvy but overstretched Workfront SysAdmins had us build a solution that automated the assignment of work in certain well defined cases. By having the computer take care of that drudgery for those routine items, those SysAdmins could then focus more time and attention on the trickier assignments: as I recall, they went from spending 4 days a week planning next week to 1 day a week.
The solution requires several prerequisites:
- projects must be prioritized
- tasks of interest need one role on them
- users of interest must have those same roles assigned
- default and user schedules will be honored, as will personal time off
- tasks planned dates will be honored
- task work (in hours) must be entered and will be honored
- no planned dates will be automatically moved (although we dabbled in automatic pushing, that proved to be a bridge too far)
- no person will be assigned more work than their scheduled capacity permits (eg 40 hrs / week)
- preference is given to a user already previously assigned to a project (ie since they are familiar with it)
- in cases where there are not enough user hours to cover all of the task hours, some tasks will necessarily be left unassigned, but by design, those will be the tasks on the projects with lower priority….to which the trained and insightful humans can then attend, comforted, though, in knowing that all such tasks on higher priority projects have indeed already been automatically assigned as efficiently as possible
With that all in mind, we created a diagram of how the solution functions here (In the Media and Files sections).
If you think this type of automated work assignment might be a good fit for your organization, I’d be happy to chat further at doug.denhoed@atappstore.com
Regards,
Doug
