Overlapping tasks and their associated hours
Hi Everyone,
First post here, so please be gentle.
I'm putting together capacity and availability trackers for my team. Let's say that one task assigned to one team member is scheduled to run from a Monday through to Friday. But I'm also including time off and holidays within that tracker (through a request form). That same team member also has a holiday on the Tuesday. Currently, the Tuesday is at 200% used capacity as there are in effect two tasks for the day; the initial task as well as the holiday task.
Is there a way to split out the initial task to allow the Tuesday to show 100% used capacity? Or am I looking at this wrong and there is another solution?
Many thanks
Hi Stuart Palmer! Are you using Workload Charts for this? When team members use the Work Schedule feature in their profile to show days they're unavailable (e.g. PTO) then the Workload Chart greys out those dates and adjusts their weekly capacity automatically. It also allows you to use "flexible effort" allocation to adjust Effort between different days. We also use a PTO Request Form in order to automate a calendar view, but in order to show on the Workload Chart they have to also put it into the Work Schedule tab on their Profile. There are a lot of features to Workload Charts that are not available in Analyze reports, so wanted to mention in case you were trying to show this in Analyze.