Within Teamwork, you can
manage the workloads of individual users by
redistributing their tasks.
This article relates to a feature of the legacy
version of the Workload which will shortly be retired.
You can read about the new version of
the Workload here.
Click the More option in the main navigation menu and select Planning from the pop-out menu.
In the Planning area, go to the Overview subsection.
The Overview give you a view of your site's
resource allocation based on
estimated time on tasks.
- Tasks will only appear in the Overview if
they have estimated time set and are
within the date range set by the
filter.
You can view a total of how many
hours are allocated over a chosen time period,
per person, project, or company.
You will see a breakdown of any users and
teams whose tasks meet the criteria for
displaying in the Overview.
In the top right, click the sort
icon and choose User as the
sorting option.
When sorting by user, you will see a
total capacity column on the right including a
visual bar representation of each user's
workload.
Each user's capacity is based on
their working hours set in
their profile
settings versus the total estimated time on
tasks assigned to them in the selected time
frame in the overview.
- A user is considered over capacity when
their capacity percentage exceeds 100%.
The capacity bar will also turn red.
Hover over the capacity bar for the
relevant user and select Manage User
Workload.
When you select the manage option, a
new view will open within the Overview
detailing the user's currently
assigned tasks for the period.
To reassign a task to another user,
hover over the task in the list view to reveal
the move icon. Click and drag this icon and
drop it on the name of the user or team you
want to reassign the task to in the left
pane.
As you are moving a task, you will
also see an Unassign
task option at the top of the
list of people. This allows you to unassign
the task completely rather than reassigning it
to another user.
When you reassign the tasks, the
affected users' capacity hours and percentage
will automatically update.
If the user you are trying to
reassign the task to is not currently a member
of the associated project, you will be shown
an error that you will need to update their
permissions.
For more information, see: Working with the Capacity
Management View