Assignee Wise Actual vs Planned Hours

[Varnikajaiswal]

Hi Workfront Community,

For my ticket management project, I am trying to create a report for Team Leads that shows planned vs actual hours split my month for each assignee in the team.

This is how it looks like for now for a single assignee:

Now, if I add more assignees to this, this will look completely messes up.

Is there a way I can simplify this for all assignees at one place? Or a way I can give a dropdown of assignees to the TL where from they can choose and view the chart for each one by one?

[Madalyn_Destafney]

Hi there! I agree, if you add more people to this it's not ideal for a chart, unless you could try the stacked column chart option to see how that looks first:

If that's still too busy, you can either:
- Have the report default to the Details view instead, with a collapsed grouping by person.

- Leave your chart how you have it and create a report prompt that prompts the TL to choose which team member they want to see, then the report runs only showing that person. I think that's the best route to go.

[Madalyn_Destafney]

I also forgot to mention, @Varnikajaiswal - have you looked into the resource management tools in WF (Workload Balancer, Planner)? Other native ways you can show planned vs actual hours by team, role, user, etc.

[Varnikajaiswal]

Hi @Madalyn_Destafney ,

The prompt options does the job. But its still tedious process because we have many users working under a TL and selecting one by one for each take lots of time.

let me try 'resource management tools in WF (Workload Balancer, Planner)'

[Doug_Den_Hoed__AtAppStore]

Hi @Varnikajaiswal ,

I invite you to consider our Capacity Charts solution, which which you can easily create insightful resource management reports such the as planned vs actual hours per month by team member you are currently trying to accomplish.

Regards,

Doug

[Rafal_Bainie]

I would throw one more idea if visual aspect is not essential - matrix report could something like that:

		Jan	Feb	Mar	Apr	May	Jun
User1	Pln
	Act
User2	Pln
	Act
User3	Pln
	Act

[pk____]

Hi @Rafal_Bainie ,

If you don't mind, can tell me how did you create the matrix view?

Thanks,
PK

[Rafal_Bainie]

Sure,

1. create a task report
2. make sure to include both Planned Hours and Actual Work in view
3. make sure that both fields are summarized by SUM
4. in groupings tab, switch to matrix (you do this in top right corner) and use following settings:
   
   

   although you most likely want montly groupings in column

5. optionally in matrix settings you can setup some conditional formatting on aggregated fields to make the report easier to read.

Hope this helps