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New Participant
May 15, 2018
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Resource Planner - Exclude hours from completed tasks

  • May 15, 2018
  • 12 replies
  • 1946 views

In the Resource Planner tool, there should be a toggle under the settings gear to "Exclude hours from completed tasks". Task Planned Completion Dates are nearly always misaligned with the Actual Completion Date, and no one is planning/budgeting resources for completed tasks. Therefore, users should be given the option to exclude hours for completed tasks, so that they're looking at work that is currently incomplete.

12 replies

New Participant
May 15, 2018

Completely agree as well! The resource planner needs more flexibility overall with filters. We need to be able to customize it to see only what we need to... incomplete planned hours, planned hours & projects only during that time period... etc.

New Participant
May 15, 2018

Yes! This is a major pain point for us also. It does not make sense to keep planned hours in the future for tasks that have been completed. I can't think of a use case where we would ever want to continue to see planned hours on completed tasks and it creates extra work to have to manually go clear those out on all of these tasks. It should be handled automatically by Workfront.