Specifying workload balancer for completed tasks

[Jaxelle]

I can see in the Workload balance settings there an option 'show completed work' and to also turn this off.

Is there a filter or further option where you could for example automatically remove the completed work from the workload balancer after 4 weeks?

[Richard_Le_]

Hi,

You could try adding a filter for Actual Completion Date is greater than NOW minus 4 weeks?

Best Regards,

Rich. 

[Jaxelle]

hmm, this filter seems to remove all the tasks

[Richard_Le_]

Ahhh, of course it does. The filter is looking for any tasks that have an actual planned completion date in the past 4 weeks. Therefore it will not show incomplete tasks (because they have no completion date).

Ideally, we would have added another filter rule as an OR statement, to also show tasks that are not complete. But unfortunately, it looks like this isn't possible. Filters in the Workload balancer are applied as AND statements (i.e, when all filter conditions are true). You cannot add OR statement to filter rules in the Workload balancer.