Is there a way to allow workers to view the Workload Balancer? | Community
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Shannon_Walker
Level 2
July 5, 2023
Question

Is there a way to allow workers to view the Workload Balancer?

  • July 5, 2023
  • 1 reply
  • 1129 views

I often have people on the team with a Work license who see the Workload Balancer when their manager views it, and they ask for a view like that. I can understand why they wouldn't have access to manage, but I don't see the rationale behind disallowing view access from it. I tried adding the link to a dashboard, and that sort of works, but they have no way to filter it, so then they're seeing every person's workload on the entire team, so it's not as useful. Is there a way to add a filter that would be usable in the dashboard, or is there another way to create this view access that I'm not seeing? 

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    1 reply

    Lyndsy-Denk
    Community Advisor
    Lyndsy-DenkCommunity Advisor
    Community Advisor
    July 5, 2023

    In your Setup > Access Levels, you can give View access to Workers (and nothing more), but they'll still only be able to find Workload Balancer within a project itself. Keep in mind that you have to make Workload Balancer visible in their  layout configurations for the Project menu. There is no way to show Workload Balancer in the Resourcing area for a Worker.

    Our workaround was to promote Workers to Planner. Most of these users have zero interest in getting nosey with the Planner functions. Plus, I've adjusted their layouts to limit visibility to some of the Planner tools, which prevents them from doing Planner things in their Worker world.

    S
    Shannon_WalkerAuthor
    Level 2
    July 5, 2023

    Thank you, @lyndsy-denk! Unfortunately, promoting Workers to Planners is not an option for my team. However, I did find another workaround by creating a filter in the high-level Workload Balancer that shows a user their assigned tasks when they're viewing it, sharing that filter with the Workers who want this view, and then copying the "sharable link" that appears in the top right of the Workload Balancer and sharing it with the users. As long as I'm using that filter when I copy the sharable link, they only see their own assigned tasks. 

      Lyndsy-Denk
      Community Advisor
      Lyndsy-DenkCommunity Advisor
      Community Advisor
      July 6, 2023

      I'm glad that works! I also remembered that Workers should be able to see Workload Balancer in a dashboard. So if you use the shareable link function you mentioned above, that might do the trick.

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