Hi there, just reaching out to see if anyone working for a Creative agency is struggling with the Workload balancer when it comes to creatives viewing the work they have on? I am unable to find a simplified or visual view. | Community
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ChristieSi
Level 2
Oct 7, 2021 2:49 AM UTC
Question

Hi there, just reaching out to see if anyone working for a Creative agency is struggling with the Workload balancer when it comes to creatives viewing the work they have on? I am unable to find a simplified or visual view.

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    SusanBo
    Level 3
    Oct 25, 2021 5:39 PM UTC

    I'd also like to get added - I requested before but never received the request through Outlook for some reason boses@gojo.com

    Thank you - Susan Bose

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    TammyWe
    Level 2
    Oct 25, 2021 5:44 PM UTC

    Susan,

    You were already on the invite -- I'm not sure why you're not receiving it. However, I removed you and have added you back on. Hopefully you'll get it this time.

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    SarahWilkersonCA
    Level 7
    Oct 25, 2021 5:22 PM UTC

    We are in a similar struggle. We just don't have the resources to continually update the plans & planned hours to use WL Balancer the way it was intended. Plus resources have so many projects with similarly named tasks. And resources are very bad about updating tasks as completed and planned hours. We tend to go back to the resources' guts to say if they are over/underallocated.

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      TammyWe
      Level 2
      Oct 25, 2021 5:30 PM UTC

      Hi Sarah,

      Would you like me to add you to the Zoom call we have scheduled for tomorrow (Tuesday, Oct. 26 at 3 p.m. EST? Several other WF users will be on the call to discuss the Workload Balancer and other Workfront challenges. If so, send me your email.

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        SarahWilkersonCA
        Level 7
        Oct 25, 2021 7:12 PM UTC

        @Tammy Weaver-Stoike‚

        I would have loved to join, but I am in an all-day department meeting on Tuesday 10/26, but I will follow this thread. So sorry I can't join.

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        AmyYo1
        Level 3
        Oct 21, 2021 4:11 PM UTC

        Following, as this is an issue for us as well.

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        TammyWe
        Level 2
        Oct 21, 2021 4:21 PM UTC

        Amy, send me your email if you'd like to be added to the Zoom call I've scheduled for next week. A group of us had a great discussion last week and decided to continue it with another call. It's Tuesday, Oct. 26 at 3 p.m. (EST).

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          Sheri_Whitten
          New Participant
          Oct 21, 2021 8:02 PM UTC

          We struggle with this as well. I'm balancing & re-balancing schedules constantly and it seems like a losing battle - you have everything perfect, then someone pushes out a date or enters time-off and you're back to the drawing board. I'd love the chance to participate in your Zoom call, but I have another meeting. Please share what you can in this thread, I'll be looking forward to hearing your feedback 😊

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            MartaSo2
            Level 3
            Oct 18, 2021 8:20 PM UTC

            @Tammy Weaver-Stoike‚ Unfortunately I was off-site today and missed your email. Please share if you came up with something on the call. It would be good to see if we are struggling with the same issues so maybe Workfront could address this for us. Many thanks

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            Kundanism
            Kundanism
            Level 10
            Oct 19, 2021 9:35 AM UTC

            Hi @Tammy Weaver-Stoike‚

            Its good that you organized a call on Workload balancer. From my belief a lot of improvement is required. Even assigning tasks in new update last week. The task can be assigned to from un-assignment to assignment based upon filters created. But still we are missing moving task in the same timeline which was available and very helpful in legacy Team task view (now removed). I agree with @Mary Fox‚ the usage was also good, but still scheduling misses the same thing and many more. In this regard, I also tried to communicated many times with Workfront including @Kyna Baker - inactive‚ and others.

            Seems resource planning and management is still a second priority for Workfront. But from my experience and knowledge it is a really big challenge in each industry type.

            Have a nice day!

            Mvh

            Kundan.

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            MaryFox1967
            MaryFox1967
            Level 2
            Oct 18, 2021 8:09 PM UTC

            I missed most of this thread, but the Workload Balancer is NOT an effective way to schedule projects. Maybe I'm missing something but the way we have our instance structured, I can assign jobs within the project using scheduler by role. I'm finding the workload balancer, I have to assign each task which is very time consuming.

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              animkrtchyan
              animkrtchyan
              Employee
              Nov 1, 2021 8:13 PM UTC

              Hi Mary, assigning users in bulk by role is coming to Workload Balancer with the upcoming release. Thanks.

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              Kundanism
              Kundanism
              Level 10
              Nov 2, 2021 9:53 AM UTC

              Hi @Ani Mkrtchyan‚

              That is good but the there is no feature to move the task in the users timeline like we do in Gantt chart of project. Also, I have session to test this Workload Balancer but there is no option to change the start date or duration. Which is extremely helpful for project / resource manager to manage balance between user about workload.

              mvh

              kundan.

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                TammyWe
                Level 2
                Oct 18, 2021 2:58 PM UTC

                Susan and Marta,

                I've scheduled a Zoom call for a few of us who are struggling with the Workload Balancer -- it's today (Monday) at 3 p.m. (EST). If you'd like, I'd be happy to add you to the invite, please just provide your email address.

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                SusanBo
                Level 3
                Oct 18, 2021 2:59 PM UTC

                boses@gojo.com

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                TammyWe
                Level 2
                Oct 18, 2021 3:02 PM UTC

                Thanks Susan, I just sent you a meeting invite.

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                SusanBo
                Level 3
                Oct 18, 2021 2:48 PM UTC

                Yes please! Any relevant solves or enhancements for this would be appreciated. My designers struggle with the same issues especially since our client services group is so small that we can't possibly be adjusting timelines to keep up with changes in projects.

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                MartaSo2
                Level 3
                Oct 18, 2021 7:53 AM UTC

                Hi, we are struggling with Workfront Balancer as well. Our creative studio refused to move from the Scheduler and we are looking at building our own scheduling tool or integrating WF with another resourcing tool. @Kyna Baker - inactive‚ can Workfront address those issues? I've raised this a few times with my account manager but nothing really happened. WF Balancer is ok but it feels like it's not fully developed yet, would love if Workfront could leave Workfront Scheduler alone instead of replacing it. We will miss the easy calendar view our users love.

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                  kynabaker16
                  kynabaker16
                  Employee
                  Oct 18, 2021 4:48 PM UTC

                  Hi Marta,

                  I have passed this thread along to the product manager of the Workload Balancer! I know they are actively working on improvements, so thank you for passing along your feedback.

                  Kyna

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                  RandyRoberts
                  RandyRoberts
                  New Participant
                  Oct 12, 2021 7:28 PM UTC

                  We've struggled with it as well but we're not technically a creative agency. We have a large creative department but isn't just creatives that struggle with it.

                  Anyone, not just creatives, who has a 5 hour task with a week to do it will ever spend 1 hour a day on it like the balancer says. They may split it up over 2 days or just do it all in one day but never 1 hour a day for 5 days. I don't believe it reflects how people really work.

                  I think the balancer is an OK weather vane sort of tool. You can see which way the wind is blowing but not how fast, how hot or cold or how wet.

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                    ChristieSiAuthor
                    Level 2
                    Oct 12, 2021 7:43 PM UTC

                    Thanks @Randy Roberts‚ for your comments. We find it holds a higher level view for producers, directors and resource managers however our creatives are struggling. There is no simple view that is easy to digest. A few of us are going to meet up to discuss these issues. If we come up with any type of solution we will share on this thread.

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                    KevinQu1
                    Level 10
                    Oct 11, 2021 10:19 PM UTC

                    I just hope you can come back to this thread with learnings, as we have a similar challenge and was looking forward to the info/discussion being in-forum. :-(

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                      ChristieSiAuthor
                      Level 2
                      Oct 11, 2021 10:31 PM UTC

                      Thanks Kevin me too! If we come up with a solve will definitely put it in this post. Also happy to connect with you if you would like to possibly talk through any solves.

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