Product Communities

Our organization is very matrix. Our resource managers user filter to filter out his/her teams and jobs roles to reduce the number of entries in the resource scheduling to assign work to projects. He/her don't really have right to assign users/job roles that not belong to them. However, We notice in the "action" to mass assign or swap user, if i have existing filter set in the view, I still get all the jobs roles and users in the projects. This is not ideal. This increase accidental mistakes to assign the wrong job role to the wrong group of users. Can this filter function be apply to Action drop down list?

When using the scheduling tool or staffing tab to reassign resources, our Project managers will very rarely give individual projects to different team members.They will assign a whole campaign to a new project manager so will be easier for them to reassign resources by picking a whole campaign rather than all projects that sit within it.

Add the ability to assign a resource name in the Workload Balancer to all tasks (per that role) in a project and into a program/campaign.Currently you have to assign a resource one by one into a task. I want to say this resource is being assigned to all tasks within all projects within a program/campaign. Essentially a bulk update to the assignee for all role tasks.Example:During our weekly staffing meeting, we discuss which new campaigns & projects have been requested and what needs to be staffed. For a product launch, we may have about 6 projects that have tasks for many roles (designer, project manager, account executive, production artist, web developer, etc.). We need to see which designers have availability during that time frame then quickly assign that designer to that campaign (6 projects and say 20 tasks).Currently, we need to maintain a spreadsheet of current campaigns/projects with columns for each role. Then the PM either needs to manually assign each designer task

It would be great to have the possibility to access the data from the Resource Budgeting or Planner also in own reports. Similar as in the past with Resource Estimates. This would allow to get a better tailored overview on specific data I would like to get people's attention on and not overwhelm them with too many numbers at once.

A nice feature to get would be to be able to run a report showing me where a specific calculated metric or segments is used, in order to make it easy to clean up and streamline calculated metrics and segments across all suites, users, reports, dashboards etc…It might be possible to get an overview over Discover Projects, dashboards, bookmarks and scheduled reports using specific segments and calculated metrics across all Adobe Marketing Cloud products.More difficult to find may be non-scheduled Excel Client or Report Builder reports using any of those and in case those can’t be found (maybe by looking at what has been refreshed last 3 months etc.) a better warning in those reports telling the user that a specific segment or calculated metric has been removed/replaced by something else.This feature would make administrating large enterprise accounts way easier that it is today. This will help us maintain a high reporting quality by users not knowing everything going on with the tool and

When using the scheduling tool, it would be more beneficial for the filters to apply to all tasks and issues whether they are assigned or not.We never have a reason that the filters will be applied to only one section.

Currently resource contouring allows you to add in the exact hours per-day for a tasks duration. This has the potential to be incredibly helpful for resource management, albeit cumbersome. I noticed that once the schedule changes, which in our agency is all the time, the hours get redistributed across the duration of the task evenly (negating any hours contouring that had been done). It would be lovely if it shifted the hours to the relative business days the task newly falls on. I think a scenario where the duration changes, an even redistribution makes sense, though. Also, you have to set the hours in the project plan before you can contour them in the Scheduler. It would be more efficient to be able to set the total task hours in the scheduler while contouring instead of trying to match whatever total you had to put in the project plan. And finally, I think this is actually a bug or something maybe not considered - those daily contoured hours need to surface through the a

Our Project Managers and Resource Managers would love the ability to see how many hours are available on a day when that user has scheduled time off. Currently, we can see the gray bar in the scheduler which indicates that some time has been scheduled off for that day, but there is no indication of how many hours they are off or what time of day they are off. If a user has the AM off, our RM may still be able to assign some rush projects to them that same day. If they are off in the PM, the RM would know to move on to the next resource. As of now, we are relegated to trial and error when assigning tasks to resources who have partial days off.

In the Scheduling Tool, the only way you can tell if a resource is scheduled for time off is this light grey bar that stretches the width of the time off dates. I've noticed that the grey bar is buried in within other tasks that may be assigned, so it's not easy to tell if a resource is available or not. I suggest making it more noticeable and moving the "time off" bar to the top of the resource's list of "tasks." I'm happy to submit a screenshot of this if needed.

PROPOSED SOLUTIONGlobal Utilization (via Reporting) should count all actual hours on projects, including time logged on the Project, on Tasks or on Issues.SITUATIONAs resource managers look at the Global Utilization the Actual Hours reported is not counting all hours on projects - only hours logged on Tasks.USE CASEThe purpose of Global Utilization should be to look at what was budgeted and planned and the total sum of actual hours on projects - not just those hours planned and logged on tasks. Commonly we have people work on projects where tasks in a workflow were not planned, or support projects from a strategic level. Users log time on projects, tasks and issues, and those hours should all be the calculated sum of Total Actual Hours on the project. From our research, Global Utilization is the only area to visualize the Budgeted Hours, Planned Hours and Actual Hours for groupings (programs) of projects. Project Utilization does include all actual hours, but we need to visualize many

Outlook Integration with calendar will eventually synch Outlook PTO back to WorkFront User Time Off Calendar. This is core functionality to take advantage of Resource Planning with minimal manual efforts. Currently WF advised this is only achievable if you link your WF to your HRIS system. With an Out of Office calendar on your group`s SharePoint Team site, your team`s training events on a SharePoint Communication site, and personal meetings filling up your Outlook calendar, it is easy to get dizzy. Good news... you can now sync your SharePoint Calendars and view them under the "Other Calendars" section in Outlook.

Projected dates is helpful to see how things are really tracking along, a better sense of reality I suppose. Planned dates is good to see what we originally had in mind and allows you to view allocation. In order to change between the two, you have to go into the settings and switch the toggle. **My idea is to bring that toggle out of the settings wheel so it's a lot easier to toggle between the two views. Sort of like on the gantt chart you can check the box to switch to projected dates, that's nice... bring that to Scheduling! Bonus points if there is a way to keep the allocation with the projected dates, to basically see the projected allocation.

In our organization, we have projects that last anywhere from 30 - 150 days. The Scheduling Tool would be helpful, but it only populates tasks for 2 weeks at a time. Is there a way to populate a full project so Project Owners/Resource Managers can assign resources seamlessly? Also, it would be helpful if you didn't have to assign a Resource Manager in order to use the Scheduling Tool. In our world, we have an Analyst that assigns resources into the timeline and it's not always a user's manager or the Project Manager.

Don’t clear the filters (in the scheduling view) after screen refresh ‚Äì timelines get constantly updated and therefore we need to refresh the screen. Not needing to apply the filters after each refresh would save a lot of time

Right now when you export the resource planner into an excel doc, it exports with all the projects under each role (or other filter type you've chosen). We need to be able export only the filter type and totals for the time period, without all the associated projects or tasks listed below.

Current functionality: "Applying a filter does not change the allocation and availability data in the Resource Planner for projects, roles, or users. The filter changes only the amount of data that you see." In order to use the Resource Planner as a resource budgeting tool, we need to be able to exclude the allocation data from projects when we filter out a particular status (such as Cancelled, Complete, Duplicate, we have a custom status called Below the Line - which means the project is not approved). It doesn't make sense to include allocation and availability data on projects in these statuses. When we are resource planning a Portfolio we are not certain which projects will make it above or below our approved cut line. It ultimately comes down to capacity. Currently, in order to view where our capacity line resides in the Resource Planner, we have to manually remove budget data from projects with the Below the Line, Cancelled, Complete, Duplicate status. Based on

Request the following improvements to the Scheduling tool in Workfront. 1. Resource Allocation Highlighting: I’d like to see a different way of highlighting when someone is over-allocated on a particular day. For example, bold the total hours at the top of the day in red (similar to the legacy planner). The current red bars around the task are confusing. The highlighting on the task bar is odd. It would be easier to see if a resource is over-allocated if the # of hours was bold and red. 2. Task Hours at a Glance: The task hours are not available at a glance in the new tool. We would really like to be able to see that, as it allows for our team to quickly see what's taking up a team member's time without having to click into each task to view the planned hours.

It would be great if we could "zoom out" the resource scheduling view to see the data by week and month. Resource scheduling by day is too granular for our PMs. Feedback from our users is that it is daunting and too much work to schedule by day. Our organization is not managing people's time down to the day. Individuals manage their own time and will plan their week based on priorities. Showing data weekly or monthly is directionally correct and help for planning. Another use case is when we share this view with Sr. Leaders, showing over allocation for a single day is not a good use of their time. They care more about the upcoming weeks and months.

On the new Scheduling page, I would like to see more filters and a better view of the tasks assigned to each person. My suggestions: On each task bar, include the name of the project, so you don't need to hover over a task to see who it is assigned to.Filter by team member name, rather than job role, so a person is only listed once in the left hand column, with all of his/her job roles listed directly below the name (e.g. Team member name > Engineer / Project Manager / Artist, rather than Engineer > Team member name 1, team member name 2; Project manager > team member name 2, team member name 3, team member name 4; Artist > team member name 1, team member name 3, team member name 4)As you scroll down the page, have the date bar at the top move with the page (the date bar should stick to the page as you scroll down so you always see it).

So far, anyone can delete filters in the new Resource Planner section, even though the filter has not been created by that user. I don't think this is ideal. Ideal solution would be to have some default filters and possibility to create personal filters (which can be shared), like on other pages.

I want the filter usability to be improved. Examples: Maintain my selections even after I navigate away from the Resource Scheduling tab (i.e., show me where I was the last time I was on the page). Persist the assignments I just made (so they don't disappear after I've made them).

It seems like the scheduling feature does not account for "holidays" set on the schedule, which we entered through Setup > Schedules. It seems like it shows these designers as available during that holiday.

Our small Design team works on multiple projects at a time and we need to be able to prioritize and utilize each of them in order to complete a project. We need a way to view a snapshot of the week what projects each user is working on and how much time they are allotted on any given day of that week. The time should be able to be editable, so we can move around hours or reassign if we need to re-prioritize a project. The Resource Grid and the Capacity Planner were the closest to what we are looking for, but I understand that these features are no longer available and will be taken off in the future, and replaced with the Resource Planner and Scheduling tool. Both the new Resource Planner and Scheduling tool do not work in the way that we need it to. Will there be something more in line with the Resource Grid and Capacity Planner in the future? I think there should be.

On scheduling tool, show only the tasks/issues that are ready to start

The current resource scheduling tool makes it very hard to see who is available to do the work since all unassigned tasks are at the top, and then people who can work on the tasks are further down. I have to constantly scroll to compare the unassigned task dates and hours to the resource availability/capacity. It would be great to be able to filter by available resources, or even specific users because I also want to see how close to capacity they may possibly be. If they're close to capacity, I can then see what's on their plate and figure out how to move stuff around if there are clients/projects/deliverables that are higher priority than others. I would also like to be able to filter by portfolio and project status. Rationale is that we have certain portolios, i.e. out internal portfolio, which is not a high priority and tasks/dates can be pushed when needed.