Resource Planner - Exclude hours from completed tasks

Hi everyone,

In Resource Planner User View, advanced filters can be used to filter out completed tasks. I recommend using Task > Actual Completion Date - Null filter.

For Workload Balancer, we solve this in 2 different ways - with 20.3, we add the ability to visualize actual progress of tasks and for tasks that finished early, we exclude hours after Actual Completion Date from user's workload calculations (currently in Preview). And in 20.4, we plan to add a new setting to exclude completed tasks from the view even when actual progress view is disabled.

As the idea is about Resource Planner, I'm going to mark this as Delivered based on the filter functionality. Please stay tuned for our Preview releases and roadmap calls.

Thanks,

Vazgen

This is a must have. Without it the Balancer is skewed upward and not accurate.

This applies to the Workload Balancer too. This is really important for us because we need to know how many planned hours are actually 'remaining'. I no longer need to see completed tasks in the Workload Balancer.

Yes YES YES! Please, this is a need for our team. The resource managers don't have confidence in the tool because their resources are often "red" and showing that they're over-allocated when in reality they are available.

Another case study for this one while using the workload balancer (which I love).

I have a designer showing over capacity, so we outsourced some work to a design contractor. Well, turns out what was driving his capacity numbers were quite a few jobs ON HOLD and DEAD, and many more tasks were already completed. Why are we counting those as work to be done? When I took all of those out - he had plenty of capacity. However, too late - money spent with a contractor.

Please upvote this one and let's get it in planning!

That is a fantastic idea, and a HUGE need. We are not assigning some of our users work based off capacity numbers in the resource planner, when in fact they have worked quickly and ahead and have quite a bit of available capacity.

I would like to see the option to view:

Uncompleted tasks planned hours left in a time frame based off how many available hours left in a week.

Agreed. This is absolutely vital when looking at role level data, completed tasks should not show as requiring future capacity. It can lead to wildly inaccurate capacity projections

Completely agree! This is a serious barrier for our managers. They need accurate capacity and they aren't getting it.

It would be great if on tasks with multiple assignees when one assignee finishes their work it drops off their capacity, but assignees still working on the task do not have the capacity drop off.

Totally agree, we should exclude hours from 'Completed', 'dead', 'On_hold' projects as they are out of the charge plan of the user

I agree - and not only completed tasks, but projects that are completed and dead. if a project or task has planned hours but is in a "non-active" status, those hours should not be included in the resource planner.