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Contents:
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The Resources panel
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offers a user-friendly method to monitor the workload assigned to team members.
By activating the Resource panel
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, you can effortlessly view each assignee's workload, quantified in hours and color-coded
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to reflect capacity.
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Workload information is filter-
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specific, focusing solely on tasks visible in the current view
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. To customize tasks and analyze different situations, utilize Quick Filters or the Search Box
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.
While workload distribution is typically uniform within a task, you have the flexibility to adjust it in the Resources module.
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For more in-depth information, visit the Workload contouring page.
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Workload details dialog
Thanks to the workload details dialog, you can better understand what data is presented in the panel.
Click on a colored tile to open the pop-up:
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Workload vs
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capacity thresholds
The same
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rules for calculating and displaying resources workload apply to the Resources panel in the Gantt module
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as in the Resources module
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.
Factors such as issue type (for example, an epic) and issue relationships (links, dependencies) have no impact on resource workload and capacity.
Capacity = 0
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The example below
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shows that a resource is overloaded, but you can't see why. To
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find out the workload details
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, go to the Resources module and check the workload of the assigned tasks.
In the example below:
Resource (Christopher) is absent for a whole week (11th to 15th of October)
For a task that falls only on the days he is absent, capacity has been evenly distributed
For a task that falls partially on his workdays and partially on the absent days, the workload is distributed only on the days he works (has a capacity).
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When the total availability of a |
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resource exceeds 100%, a warning |
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is displayed. |
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Effort
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modes
The general rule is that effort is evenly distributed over the duration period. You can switch between three effort modes:
Original Estimate
Use this mode during the planning phase as the Original Estimate of time tracking is used and it is assumed that assignees did not start logging work at this point.
In this mode, the Original Estimate of Time tracking is evenly distributed over the duration period. For example:
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Remaining Estimate
Use this mode to monitor the project's execution. In this case,
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the Remaining Estimate of time tracking is used
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. The remaining effort is evenly distributed starting from the current date.
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In this mode, the Remaining duration is evenly distributed over the remaining task duration
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, starting from the current date, and the Spent time is evenly distributed over the past duration. In the example below, there is no logged work; hence, there is no indication of effort
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before the current date marker.
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Story Points
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This mode
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monitors the project’s execution in Story Points. To use this mode,
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ensure the story points value has been specified for tasks.
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Aggregations
Display the workload as aggregated values in the following intervals:
Daily
Weekly (weeks count starting from Monday through Sunday)
Monthly
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For example, Cameron planned workload is 163h in September and as it exceed the 160h capacity it is indicated with red color:
Table of contents
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