Workload Plans

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?

Knowing resource capacity makes it possible to monitor workload distribution and avoid overloading your resources.

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.

Make sure to adjust the view to match your needs.

See capacity on the resources module.mov

Affects

Capacity calculation is affected by non-working days. If a resource is assigned a workload plan indicating they work the weekends, make sure their holiday plan doesn’t automatically result in their weekends being non-working days. (this should be an include from the capacity page)

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

Feature	Description
Name	Workload plan name
Code	Workload plan code
Description	Optional description field
Max weekly workload	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.
Save	Save changes
Delete	Remove a workload plan
Weekly workload total	BigPicture automatically calculates how many hours in total have been distributed over all weekdays.
Workload distribution	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.
Assigned resources	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.