Workload Balancer-multiple assignment tasks shows time for all, although some assignees have completed the task work

[CBuckwal]

If a user completes their part of a multi-person assigned task, that user's full planned hours still shows in Workload Balancer, even when the settings for show completed work is turned off. I guess this is since the task isn't fully complete that time is still showing. Is there any way to prevent time from showing in workload balancer for the user who has completed their portion of a task, when the task is still open due to other's outstanding work? Thanks

[kautuk_sahni]

@Sven-iX @Doug_Den_Hoed__AtAppStore @Daniel_Clarke @RandyRoberts @JamesRitter When you get a chance, could you review this question? Your input would be greatly appreciated!



 

[Doug_Den_Hoed__AtAppStore]

Hi @CBuckwal, 

It sounds like the Workload Balancer definition of completed work is at the Task level, which would be fine when there is only one assignee (since, upon saying "Done My Part", the Task would also be designated as Done, and therefore removed from view with the Show Completed Work set to "off").

Assuming that is the case, natively, you could re-jig your templates and project plans so that each such Task is 1:1 with end users (e.g. if it is a 5 person meeting, insert 5 sub-tasks with one assignee on each). But that could be a lot of extra work, particularly if the Tasks in question are "small and often". You could also procedurally (or automatically, using Fusion) "zero out" any remining hours when a person says they are done...but in addition to that extra effort, that would also skew the reality of the situation (e.g. Wanda finished her 40 hours in 20...but it would then just show 20).

In my opinion, it is more useful and valuable to be able to filter Resourcing and Capacity plans at the Assignment level (e.g. excluding such Done With My Part hours, among other things).

Regards,

Doug

[JamesRitter · Accepted solution]

You can add in the following filter which should remove any Assignments that the user has marked as "Done" or "Completed for my Part". 

[Doug_Den_Hoed__AtAppStore]

Thanks @JamesRitter - exactly what I was referring to, but overlooked!

Regards,

Doug

[CBuckwal]

Thanks James.