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Charleigh_Loder
Charleigh_LoderNew Participant

Workload Balancer Bulk Assignment by Role needs to list users associated with roleNew

Description - Update the Workload Balancer Bulk Assignments tool so that it functions the same way that the Scheduler Assignments tools does so that when a role is selected the drop down list populates with all (and ONLY) the users associated with the role. The current 'Smart Assignments' tool does not work as well. Why is this feature important to you - It seems small, but the original function to display the users associated to the roles is key to why the roles are assigned in Workflow templates in the first place. Only displaying recent assignments does not help owners see  when the list of workers associated with roles changes (like when new users are added or when users change roles). It also no longer provides the crucial support to new owners who will not have assigned anyone at first or know the team well enough to just know what users associate to what role. So, this change takes away a big part of what made that tool so valuable.  How would you like the feature to work - When a role is selected the drop down list populates with all (and ONLY) the users associated with the role. If 'Smart Assignments is desired, it should simply order the recent assignments at the top of the list although I personally think alphabetical is still the best option. Current Behaviour -  In the Project level Workload balancer tool for Bulk Assigning tasks, the Assign User action is no longer populating the User list to assign based on the Task Role assignment selected the way that the Scheduler Assignments tool worked.NOTE: Tech Support confirmed this is not a "bug" so this idea submission is required for an update to be made: After reviewing our documentation here, the user list is not specifically designed to pre-populate with users who fit the role assignment. Instead, it follows the criteria for smart assignments, as listed below:See full article: Smart Assignments Overview In other words, if no users are populating when attempting to bulk assign a specific task role, it likely means that the logged-in user has not assigned anyone with that role in the past 30 days. One way you can test this is to manually assign a user with that specific role to any task, and then go back to the bulk-assign tool. You should now see that the user pre-populates in the list as expected.   

Simon_U_LeNew Participant

A "Project Owner" with "Contribute" sharing should automatically be elevated to "Manage" when they get a Plan licenseNew

Description - When a user is assigned as a project owner, their sharing of the project is capped by their license type. If they have a "Contribute" permission on a project they own, and their license is upgraded to allow "Manage" rights, as the project owner, their sharing permission should automatically be elevated. This is for 2 reasons: They own the project so they should be a manager of the project no different than if they created it, and the current behavior is that no one, even those with "Manage" rights, can change the project owner's sharing rights. Only the admins can change the owner's sharing permission. This is a design flaw in my opinion.   Why is this feature important to you - Users who are project owners cannot be set with Manage permission except by an admin, but more importantly, their sharing permission should automatically be elevated if they get upgraded to a Plan license and they own the project.   How would you like the feature to work - If a project owner had a "Contribute" max sharing, and they get a Plan license, the project that they own when opening should automatically elevate their sharing permission to "Manage". If the project owner's permission will not get elevated automatically, then other users with "Manage" permission on the project should be able to change the project owner's sharing permission to "Manage".   Current Behaviour - The sharing permission does not change, so the project owner cannot manage the project, even if they get a Plan license. Other users who have "Manage" rights also cannot change the owner's sharing permission. Only Admins can make this change, which means someone who was assigned as a project owner but had a Work license, must file a support ticket to fix their permission.