Within Teamwork Projects, the workload gives you an overview of where and when your site's resources (people) are allocated, and is based on estimated time.
You can view a total of how many hours are allocated over a period of time. This can be done per person, project or company.
Go to the Everything section at the top of the screen and select the Workload tab.
Tasks will only appear in the workload if they have estimated time set and are within the date range set by the filter.
Note: Tasks with time logged will not appear in the workload unless they have estimated time set.
- Project: The number of projects the user's estimated time is spread over
- The user may be assigned to more projects within this timeframe but they will only be included if they have tasks in those projects with estimated time on them.
- Tasks: The number of tasks the user's estimated and logged time is spread over
- The user may be assigned to more tasks within this timeframe but they will only be included if they have estimated time on them.
- Gray - total number of tasks
- Blue - active tasks
- Green - completed tasks
- Total estimated time - total cumulative estimated hours on tasks the user is assigned to within the selected date range
- Marked complete - total estimated hours on tasks which are now marked complete
- Still active - the number of hours of estimated time on tasks which are still active
- Logged time - total time logged by the user on the selected tasks
- Remaining time - the difference between the total estimated time and logged time
The results can be sorted by user, project or company.
Note: The % figures in each column are all expressed as a portion of the total estimated time.
Viewing tasks in the workload
The workload is populated based on a number of conditions related to the tasks. In order to appear in the workload, a task must have estimated time set and meet the include conditions below:
- Any tasks which have either their start or end date within the selected time frame
- Tasks which have their start date before the selected time frame and an end date during or beyond the selected time frame
- Tasks which have their start date during the selected time frame and an end date during or beyond the selected time frame
- Active tasks with no start or due date can be included by selecting the 'Include tasks due anytime' checkbox in the filters pane
Tasks that will be excluded from the workload:
- Late tasks with a due date before the beginning of the selected time frame
- Tasks with a start date after the selected time frame
- Tasks with a start date before the selected time frame and no due date are not included, even if they are still active or are marked complete within the selected time frame
In the example above, workload is filtered to one specific project, date set to this week, and it is sorted by user.
- Emer is assigned to 3 tasks on the selected project
- These tasks have a combined estimated time total of 5 hours 30 minutes
- One task has been completed so the Marked Complete total is 30 minutes
- 5 hours have been logged across the tasks, so the time remaining is 30 minutes
- The totals line at the bottom will show the totals for each column across all users currently being viewed
Selecting one of the task totals will open a quick view to the right, listing the associated individual tasks:
Note: This tasks quick view is available on paid subscription plans only.
For each task in the quick view, you can see:
- Task name
- Start and due dates
- Associated task list
- Logged time
- Estimated time
Distributing estimated time
When working with tasks that have multiple users assigned, you can select the 'Distribute estimated time' checkbox in the filters pane to manage how the time is distributed.
- If distribute is selected, the estimated time is divided by the number of people assigned to the task. The resulting figure is then added to each user's individual workload
- For example: If a task is assigned to 3 people and 1 hour was estimated then the Workload will now calculate this as 20 mins for each person
- If distribute is not selected, the full time estimate amount will be added to each user's workload figure
- For example: If a task is assigned to 3 people and 1 hour was estimated then the Workload will now calculate this as 1 hour for each person.
Pro-rata estimated time
The pro-rata checkbox decides if the total estimated time on a task, or the partial pro rata figure, is included.
If the box is unchecked and a task falls only partially within the selected date range, the whole time estimate will be included.
- For example: Task A is estimated at 80 hours from the 1st to the 14th of the month. In the filters, the date range is set to the 1st to the 7th
- The full 80 hours will be included
If the box is checked and a task falls only partially within the selected date range, the system will distribute the hours equally over each day between the task's start and due date.
- The number of days when the task is active within the selected time frame will be calculated
- The number of days will be multiplied by the hours per day, and included in the calculation
- For example: Task A is estimated at 80 hours from the 1st to the 14th of the month. In the filters, the date range is set to the 1st to the 7th and the Pro Rata check box is selected.
- In this example, the task is active for 7 of the 14 days = (7/14) x 80 = 1/2 X 80 hours = 40 hours
For more information, see: Viewing Tasks in the Workload