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M
meshackOm
October 18, 2023
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Resources Overallocation Report

  • October 18, 2023
  • 2 replies
  • 2280 views

Hi Community, 

I wants to create a report to capture resources over allocation hours. Any help on how to create this including which filter to apply would deeply appreciated. 

 

Thanks 

Mesh 

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    Best answer by VicSellers

    Hi @meshackom - Depending on how your projects are setup with hours / durations, reports aren't always the best way to go to show over allocation of hours. Instead, the Resource Management tools (Planner / Workload Balancer) are better ways to show this information. There are ways to get links to share with leadership teams that might not always go into Workfront.


    The reason for this, reports in Workfront, if you have 10 Planned Hours over 2 Days (Duration) the report will only show the (10) hours on one date (Planned Start Date/Completion Date, depending how you set it up) - Workload Balancer however spreads the hours across two days into 5 hours for each day. So, as you can see, the reports can cause some problems with showing users as overallocated incorrectly. But, if you're tasks are always one day in length, then you can go that route.

     

    Just some food for thought on this!

    2 replies

    VicSellers
    Community Advisor
    VicSellersCommunity AdvisorAccepted solution
    Community Advisor
    October 19, 2023

    Hi @meshackom - Depending on how your projects are setup with hours / durations, reports aren't always the best way to go to show over allocation of hours. Instead, the Resource Management tools (Planner / Workload Balancer) are better ways to show this information. There are ways to get links to share with leadership teams that might not always go into Workfront.


    The reason for this, reports in Workfront, if you have 10 Planned Hours over 2 Days (Duration) the report will only show the (10) hours on one date (Planned Start Date/Completion Date, depending how you set it up) - Workload Balancer however spreads the hours across two days into 5 hours for each day. So, as you can see, the reports can cause some problems with showing users as overallocated incorrectly. But, if you're tasks are always one day in length, then you can go that route.

     

    Just some food for thought on this!

      M
      meshackOmAuthor
      October 25, 2023

      Hi @vicsellers thank you so much for your input and suggestion. Which links can I share with leadership teams or managers so that they can easily see resources overallocation or under allocation? 

       

      Thanks

      Mesh 

      VicSellers
      Community Advisor
      VicSellersCommunity Advisor
      Community Advisor
      October 25, 2023

      On Planner, you can Export too, but both have a (very small) link option on the right that allows you to grab a shareable link. They could always go to the Resource Tools directly, but this has helped me in the past because it's less clicks. 

       

      KierstenKollins
      Community Advisor
      KierstenKollinsCommunity Advisor
      Community Advisor
      October 19, 2023

      I have submitted this idea a while ago about workload balancer objects needing to be reportable.

      https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/allow-workload-balancer-data-points-to-be-reportable/idi-p/567462

       

      Another idea I submitted was the need for a capacity line on the balancer.

      https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/add-a-capacity-line-for-users-in-workload-balancer/idi-p/567457

       

       

      M
      meshackOmAuthor
      October 25, 2023

      @kierstenkollins , good idea and I hope WF implement it. 

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