RESOLVE ISSUE: Felt need for better visual over-allocation report for managers
Identify: Currently the built-in Over Allocation report is a list and numbers rather than visual
Manager needs to be able to look at their direct reports workload and quickly determine where pinch points are
Define:
- Work is assigned from multiple departments
- Numbers do not easily give info to make decisions
- current over-allocation report only goes out to 4 quarters
- granularity is hard with numbers as opposed to chart / lines
- turns RED when over-allocated
- Team Schedule gives a Gannt-type view but, it doesn't give hours just schedule
- If we could just have % Allocation by week and by person
- Display direct reports on the y-axis (left column) and days on the x-axis (across the top)
Solve
- investigate reporting possibilities for over-allocation as above to give a quick visual for managers