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Table of Contents

WHAT IS IT?

A workload plan reflects the work hours for each day of the week - it is the basis for calculating resource capacity.

WHY BOTHER?

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Table of Contents

Introduction

Workload plans are the basis for resource capacity calculation. A workload plan specifies how many hours of work a resource can contribute each day. Assign workload plans to resources to reflect their capacity.

Access to resource capacity information makes it possible to monitor workload distribution and avoid overloading your under/over-allocation of resources.

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View resulting capacity

Workload plans cannot be viewed in box modules. This information is available only in BigPicture Administration.

The resulting capacity can be viewed in the Resources module.

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Make sure to adjust the view to match your needs.

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Affects

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Only one workload plan can apply at a time.

You can plan changes (assign new plan with a future date)

Expect (default)

Created during installation (default)
all users are assigned default (unless manually set to something else)

Two separate things

workload plans
assigned to users

What would be useful to mention to a normal user?

a) During the installation, a default workload plan is created

b) the default workload plan is assigned to all users

c) check existing workload plans (and their details)

d) check what WP is assigned to users

Workload plans exist, have properties, etx
Must be assigned to users to apply

Workload plan screen

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Feature

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Description

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Name

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Workload plan name

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Code

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Workload plan code

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Description

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Optional description field

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Max weekly workload

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Specified the weekly workload limit of a workload plan.

Max weekly workload affects the weekly workload total display color. If the workload distribution of a plan (total of the purple weekly calendar on the right) exceeds the max weekly workload, BigPicture does NOT save a workload plan.
The max weekly workload does NOT influence the resource capacity - capacity is impacted by the actual purple workload distribution on the right. Resource capacity is simply a sum of the actual workload distribution in the purple section on the right.

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Save

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Save changes

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Delete

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Remove a workload plan

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Weekly workload total

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BigPicture automatically calculates how many hours in total have been distributed over all weekdays.

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Workload distribution

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Workload hours are marked in purple on the weekly calendar.

The sum of daily working hours results in the weekly workload total.
To change the number of daily working hours, modify the number at the top of a given column.
To move a working hour block use the drag-and-drop mechanism.

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Assigned resources

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View and manage the list of resources assigned to a workload plan. The pop-up provides the following:

The total number of resources assigned to the plan.
The list of resources - you can scroll through the list of resources assigned to a given plan. A resource can be assigned to multiple workload plans or the same workload plan over different periods. Click the resource name to view all assignments in detail.
Remove from the plan - you can remove a user (a particular workload plan assignment) directly from the assigned resources list. If a user was assigned to a workload plan only once (there was only one list item for a user), the user is completely removed from the list.
Add a resource to a plan - you can assign a resource to a workload plan.

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Aura tab

summary	Tab Title
params	JTdCJTIydGl0bGUlMjIlM0ElMjJUYWIlMjBUaXRsZSUyMiU3RA==

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→ Find out more about capacity calculation

→ Learn how to check resource capacity

View workload plans

Info
All Workload plans are listed in BigPicture Administration (Workload plans tab).

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title	Who can access this screen?

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	Interface and Navigation
	Interface and Navigation
name	SECURITY - App admin
nopanel	true

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title	How to get to this screen?

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	Workload Plans tab
	Workload Plans tab
name	GO TO - Workload plans tab
nopanel	true

Workload plan details

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	Interface and Navigation
	Interface and Navigation
name	NAV - Administration - Workload plan details
nopanel	true

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Information

Description

Basic attributes

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	Workload Plans tab
	Workload Plans tab
name	MINI - WP details - Basic
nopanel	true

Identifying information:

name
code
code color
description (optional)

Max weekly workload

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	Workload Plans tab
	Workload Plans tab
name	MINI - WP details - Max weekly workload
nopanel	true

A workload plan cannot be saved when the limit is exceeded. It is possible to distribute less than the limit allows.

Note

The max weekly workload does NOT influence the resource capacity - capacity is impacted by the actual workload distribution (specified above the purple columns).

Workload distribution

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	Workload Plans tab
	Workload Plans tab
name	MINI - WP details - Workload distribution
nopanel	true

Worklad distribution is marked in purple and specified above the calendar columns - it is the basis for daily capacity calculation.

Set the number of hours to zero to signify a non-working day.

Weekly workload total is visible in the top left corner of the calendar panel (sum of all days of the week).

Limitations

The weekly workload total cannot exceed the max weekly workload limit of the plan.

Affects

capacity calculation
team capacity calculation
non-working days

Default status

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	Workload Plans tab
	Workload Plans tab
name	MINI - WP details - Default
nopanel	true

The default workload plan is automatically assigned to all new resources added to BigPicture.

Affects

When you delete a workload plan, affected resources are assigned to the default workload plan instead.

Limitations

You cannot delete the default workload plan (you can only edit it).
You cannot assign the default status to a different workload plan.

Manage workload plans

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title	Add

Info
A newly created plan is NOT assigned to any resources.

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	Workload Plans tab
	Workload Plans tab
name	STEPS - add new WP
nopanel	true

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title	Edit

Basic workload plan details

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	Workload Plans tab
	Workload Plans tab
name	STEPS - edit WP (basic)
nopanel	true

All workload plan attributes

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	Workload Plans tab
	Workload Plans tab
name	STEPS - edit WP (all attributes)
nopanel	true

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title	Delete

Info
You cannot delete the default workload plan At least one workload plan must always exist Resources assigned to a deleted plan are assigned to the default workload plan instead

Workload Plans tab

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	Workload Plans tab
	Workload Plans tab
name	STEPS - delete WP (bin icon)
nopanel	true

Workload Pland details screen

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	Workload Plans tab
	Workload Plans tab
name	STEPS - delete WP (Delete button)
nopanel	true

View workload plan assignment

Screen

Description

Resource details page

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	Individuals tab
	Individuals tab
name	IMG - MINI - Resource details (top)
nopanel	true

List of all workload plans assigned to a user

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title	How to get to this screen?

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	Individuals tab
	Individuals tab
name	GO TO - resource details page
nopanel	true

Workload plan detials page

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	Workload Plans tab
	Workload Plans tab
name	IMG - MINI - Assigned resources
nopanel	true

List of all users assigned to a workload plan

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title	How to get to this screen?

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	Workload Plans tab
	Workload Plans tab
name	GO TO - Assigned resources
nopanel	true

Individuals tab

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	Individuals tab
	Individuals tab
name	IMG - MINI - Individuals tab
nopanel	true

List of users and their current information (read-only)

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title	How to get to this screen?

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	Individuals tab
	Individuals tab
name	GO TO - Individuals tab
nopanel	true

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title	Who can access those sreens?

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	Interface and Navigation
	Interface and Navigation
name	SECURITY - App admin
nopanel	true

Information

Description

Name

Name of a workload plan

Start date

Workload plans are applied to a time period. Start date must be provided. You can use a future date to assign a workload plan to a user.

Efficiency

Efficiency lets you influence capacity without modifying the workload plan.

If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier.

Use efficiency to reduce the capacity resulting from the Workload plan by setting a value below 1.

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title	Example

Setup - Workload plan (Default Workload Plan) - 8 hours a day, 5 days a week

Image Added

Workload plan assigned with efficiency set to 0.87 (Ted Kaminsky)

Image Added

Result - daily capacity (Ted Kaminsky) = 7h

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End date

End date is calculated automatically. When a new workload plan assignment is added, the start date of a new assignment sets the end date of the previous workload plan assignment.

Image Added

Manage workload plan assignment

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title	Add

Add a plan to a user

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	Workload Plans tab
	Workload Plans tab
name	STEPS - ADD users to a plan
nopanel	true

Add a user to a plan

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	Workload Plans tab
	Workload Plans tab
name	STEPS - ADD plan to users
nopanel	true

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title	Edit

Info
Workload plan assignments can be modified only on a resource details page.

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	Workload Plans tab
	Workload Plans tab
name	STEPS - ADD users to a plan
nopanel	true

Expand

title	Delete

Delete users from a plan

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	Workload Plans tab
	Workload Plans tab
name	STEPS - DELETE users from a plan
nopanel	true

plans from users

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	Workload Plans tab
	Workload Plans tab
name	STEPS - DELETE plans from users
nopanel	true

Versions Compared

Old Version 2

New Version 3

Key

WHAT IS IT?

WHY BOTHER?

Introduction

View resulting capacity

Affects

Expect (default)

Two separate things

Workload plan screen

Read more

Workload Plans

View workload plans

Workload plan details

Basic attributes

Max weekly workload

Workload distribution

Default status

Manage workload plans

View workload plan assignment

Name

Start date

Efficiency

End date

Manage workload plan assignment