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MarieKe1
New Participant
March 13, 2017
Archived

[CLOSED] - Alerts to Project Owner when Time Off Calendar entry impacts tasks

  • March 13, 2017
  • 16 replies
  • 2131 views

This post has been closed as a duplicate. All votes have been moved to the original: NOTIFICATION WHEN RESOURCE IS SCHEDULED FOR TIME OFF

We encourage our staff to use the time off calendar because it will help our tasks/projects be more accurate but there are 2 issues with the calendar:

1. There is no notice to the Project Owner. As the PM, I think my project is fine until one of my task assignees takes off an extended time. The assignee updates the calendar, which pushes out my project - but I "never" get a notice or alert!

2. As the admin, I have fielded many calls from PM's who cannot figure out why the "system" is not calculating the dates correctly. The PM has already spent a great deal of time trying to determine what is going on. Often I find it is caused by the Time Off Calendar --- the assignee is not in the office during the planned task completion time, so the planned completion date is pushed out.

    16 replies

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    MarieKe1Author
    New Participant
    November 3, 2017

    Similar idea about time off alerts: https://support.workfront.com/hc/en-us/community/posts/115001222987-Notification-When-Resource-is-Scheduled-for-Time-Off

    H
    HarmonyFr1
    New Participant
    July 10, 2017

    Agreed

    D
    DavidCo3
    New Participant
    June 29, 2017

    Hi all. As a partial workaround whilst we wait for some enhancements, I have produced a calculated field which displays how many work hours late a task will be compared with its original planned completion date (based on the planned start date plus duration). Just put this field on a task form (and attach to tasks), then add it in a view or report and then filter for any tasks with negative values in this field.

    SUB(DIV(Planned Duration,60),DIV(WORKMINUTESDIFF(Planned Start Date,Planned Completion Date),60))

    E
    EricLu2
    New Participant
    June 28, 2017

    This would save a bunch of time figuring out why the dates don't work out the way the PM thinks they should. The PTO addition to the duration is elusive and easily forgotten. Put the flag in there, it becomes obvious. Obvious is good.

    D
    DavidCo3
    New Participant
    June 27, 2017

    1000% agreed with the original issue and Marc's suggested solutions. This would make such an improvement in our PMs' trust and confidence in Workfront.

    M
    MarcMo
    New Participant
    March 13, 2017

    Some ideas on where to show this:

    • On the task info page, right next to the planned start/complete dates. Something that says the date is impacted by the user calendar.
    • In the constraints area - specifically note which dates are unavailable, per the user.
    • On the Icons list, there could be an icon that is normally green but goes red when the requested dates conflict with the user calendar.
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