✔ Available on Grow and Scale subscriptions 1
Within
Teamwork, you can utilize the
Workload Planner to
manage user capacity and
tasks.
To
access the Workload
Planner, select the More option
from the main navigation menu on the left
of your site and
choose Planning from the
pop-out menu.
Note: Client users and collaborators cannot access the Workload Planner.
The Workload Planner allows you
to manage users' tasks
and overall 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
Planner if they have estimated time
set.
- Only tasks assigned to individual users
will appear in the Planner. Tasks assigned
to teams or companies will not be
shown.
- 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.
1. Also available on legacy
subscriptions: Premium,
Enterprise.