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flieckster
flieckster
Level 2
March 22, 2023
Solved

user assigned to task available hours

is there a way to have a task report that when it pulls in the current user assigned to that task, it display how many hours they might have for the day?

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CynthiaBoon
CynthiaBoonAccepted solution
Employee
March 23, 2023

Have you looked into using any of WF's resource management tools like Workload Balancer, Planner or Utilization tools? You can pull multiple teams/users into these and see what they're assigned to and be able to check their planned hours/due dates/etc so you're not overbooking resources. I recommend the Workload Balancer.
There's a great overview article on these here with links to more specifics within.

@cynthiaboon I was looking for the recording of the very recent webinar all about the resource management tools, can you help me locate and post here?


Absolutely!!  Here's the link with the recording and the presentation.  Thanks for tagging me in!

 

 March 2nd [Event Follow-up] Navigating the Resource Management Toolset 

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5 replies

Madalyn_Destafney
Madalyn_Destafney
New Participant
March 23, 2023

Hi there, are you asking for the planned hours for those tasks to also show in your task report? If so, you can add the task planned hours as a column...not quite sure what you're asking, can you clarify?

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flieckster
fliecksterAuthor
Level 2
March 23, 2023

I am a PM, that shares design and writer resources with other PM's, when i'm looking at a task that is assigned to a writer, i'd like to see how many available hours that person might have left in their capacity for that day regardless of the task i have assigned to them. The issue is, with several PM's using the same resources, we end up moving a task, and over loading the design/writer resource, and you can't see that overload unless you are refreshing the workload tool constantly. it would be easier if it was built in to projects to see if that person is overloaded at a glance. 

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    Madalyn_Destafney
    Madalyn_Destafney
    New Participant
    March 23, 2023

    Have you looked into using any of WF's resource management tools like Workload Balancer, Planner or Utilization tools? You can pull multiple teams/users into these and see what they're assigned to and be able to check their planned hours/due dates/etc so you're not overbooking resources. I recommend the Workload Balancer.
    There's a great overview article on these here with links to more specifics within.

    @cynthiaboon I was looking for the recording of the very recent webinar all about the resource management tools, can you help me locate and post here?

    Translate
    If this helped you, please mark correct to help others : )
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