Workload plans tab

Owned by Anna Ciepłota
Last updated: Jul 16, 2024 by Magdalena Szpunar
3 min read

Contents:

Contents:

Introduction

On the Administration > Resources > Workload plans page, you can:

  • Find the full list of existing workload plans and edit their basic attributes (name, code, code color, description).

  • Add new workload plans.

  • Delete workload plans.

  • Assign individuals to workload plans.

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Workload plan details

On this screen, you view and edit all workload plan attributes.

Add new workload plans

To add a new workload plan:

  1. Click the Add new plan button.

  2. Provide:

    1. Name

    2. Code

    3. Description (optional field)

  3. When ready, click Add.

  4. A newly created plan is not assigned to any resources. 

Delete workload plans

You can’t delete the default plans. If a resource is assigned to a deleted plan, the App assigns the Default Workload Plan instead. 

To delete a plan:

  1. Click the Delete button:

    1. on the Workload plans overview page, or

    2. on the Workload plan details page

Assign individuals to workload plans

Assign multiple individuals to a workload plan.

  1. Click Assign individuals.

  2. Select the workload plan from the list.

  3. Define the Efficiency and Start date fields. The end date will be adjusted automatically.

  4. Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.

  5. When ready, click Assign.

Workload plan efficiency

If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier. Alternatively, you can use it to reduce the capacity resulting from the workload plan by setting a value below 1.