Within
Teamwork, you can utilize the
Workload Planner to
manage user capacity and
tasks.
This article relates to a recent
enhancement to the Workload
Planner feature and is available
on per-user Premium/Grow
subscriptions and above.
You can read about the
legacy version of the Workload
Planner here.
To
access the Workload
Planner, go to
the Planning area
of your site and select
the Workload tab.
During this early release period, you can switch between the legacy and new versions using the toggle at the top of the Workload view.
The Workload Planner has been
designed to allow you to manage users' tasks
and workload on a short term, day-to-day
basis, allowing for a more granular view of
each person's capacity.
An individual's capacity is
based on their working
hours set in
their profile settings versus the
total estimated time on their tasks
(minus any unavailable time assigned
to them) in the selected time
frame.
- Tasks will only appear in the Workload
Planner if they
end dates set and their dates fall
within the selected date
range.
- Tasks with only a due date set will appear as 1 day tasks on the tasks due date.
- Tasks will only appear in the Workload
Planner if they have estimated time
set.
- A user is considered over capacity
when their capacity exceeds their
working hours. The capacity bar will
also turn red.
- Only tasks and projects you have
access to and permission to view will
be displayed.
- Only users with permission to create
tasks can add task in the Workload
Planner.
- Collaborators do not have access to
the Workload Planner.
Calculations
Estimated time will be equally
divided over the amount of days the tasks is
due to take.
For example, if a task has a
duration of 4 days and estimated time of 8
hours, the Workload Planner will display 2
hours per day dedicated to that
task.
Recurring tasks
Recurring tasks will be included in
the Workload Planner and capacity
calculations. For any task that has a repeat
set, a placeholder task will be visible with a
repeat icon to clearly differentiate it as
placeholder task that will exist in the
future.
Placeholder tasks are not visible in
the task list view. A task needs to be created
to be visible in the task list view.
Hovering over a repeat task will
allow you to create the next repeat task
instantly. Click Create Task to create
the next available task in the sequence. The
task will be created and visible on the
associated project.
For more information, see: Adding Tasks and Unavailable Time to the Workload Planner