Hi there, complicated question I've been working on with my Adobe team and my internal team.
Our organization (an advertising agency) is relatively new into our Workfront adoption and are still struggling with: a) estimating planned hours on projects accurately and b) keeping our Workfront projects up to date when project needs and planned hours change. To that end, we want to be able to review planned and actual hours for projects across a prescribed date range to help drive our project managers to enter and maintain accurate planned hours on their projects.
For instance...
Project X is live Jan 1 - June 30.
There are many tasks in Project X, varying from 1 day to multiple weeks each. Some of the tasks overlap.
We want to compare planned hours and actual hours March 1 - March 30.
Actual hours, of course, come directly from timesheet data and are easily pulled into reports.
The problem is that we can't clearly pull planned hours for a date range. We know that no matter the date range for a task, Workfront does algorithmically calculate planned hours by day (we see them in the Workload Balancer). However, we can't find a way to pull planned hours across a specific date range into reporting.
Any suggestions here? Thank you so much!
Hi @LizSu,
You've found the right data, but it is more recent than the (now effectively "frozen", given other upcoming initiatives) native As Designed reporting options.
Given that, I invite you to consider:
Both of these solutions allow you so specify a time span of interest, then Do The Math so you are comparing just that portion of the planned hours vs the actuals in that same time span. You can see an example of the latter in action using this link, and if you'd like to chat further, you're welcome to email me via doug.denhoed@atappstore.com.
Regards,
Doug
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I'd recommend exploring the resource planner and workload balancer, if you haven't already. Likewise, please do submit a support ticket if these options aren't helpful, and we'd be happy to assist you.
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