Manage Workload Plan Assignment

Owned by Anna Ciepłota
Last updated: Nov 16, 2023
2 min read

Why?

Capacity calculation.

Who?

App admins, resource admins, monday admins

Where?

  • on a workload plan page (Administration > Resources > Workload plans), or

  • on a resource’s page (Administration > Resources > Individuals)

 

Assignment attributes

Name

Start date

Efficiency

End date

View

All WP assigned to a user

  • Resource page

  • past present future

All users assigned to a WP

  • Workload details page

    • Past, present, future

All current WP of all users

  • present only

 

Actions

Screen

Assign workload plan

Edit assignment

Remove assignment

Screen

Assign workload plan

Edit assignment

Remove assignment

Resource details page

 

Workload plan details page

 

Individuals tab

 

Assign

Can a workload plan be assigned multiple times to the same person?

YES

Go to a wp

Go to a resource page

Automatic:

Default assignment

when WP removed the assignment

edit

Go to a resource page

remove

go to a wp

go to a resource page

All removed

Capacity set to zero.

Resource not visible on the list

Wp has to be added on a workload plan page

Default workload plan

Every resource is automatically assigned to the default workload plan.

Limitations

Workload plans cannot overlap. You can assign multiple consecutive workload plans to a resource, but they can never overlap. Only one workload plan is applicable at any given moment.

 

Note

KEEP IN MIND SECTION

So for workload plans, if you want someone to work the weekends you need to make sure that the holiday plan won't cancel out the capacity.

 

On a workload plan page

 

To assign a workload plan:

  1. Go to the Workload plans page.

  2. Click on the Details button.

  3. Click on the Assigned resources button on the right side of the screen.

  4. In the pop-up, complete:

    • User

    • Efficiency

    • Start Date

  5. Click the + button to add a resource to the workload plan.

  6. Click Assign to confirm.

  7. The resource is visible on the list.

 

Click on the name of a resource to be redirected to the page of the resource. You can view the details of the workload plan assignment on the resource’s timeline.

 

 

 

On a resource’s page (using Individuals)

To assign a workload plan:

  1. Go to the Individuals page.

  2. Click on a selected resource name.

  3. You are redirected to a resource’s page.

  4. Navigate to the Workload plans section.

  5. Click on the Add new button.

  6. In the pop-up, complete:

    • User

    • Efficiency

    • Start Date

  7. Click Add to confirm.

  8. The workload plan is assigned to the selected resource.

 

 

 

 

 

Can workload plan efficiency be edited?

YES (only workload plan

Can the star date be edited?

YES

Can the end date be edited?

NO

Can two workload plans apply at the same time?

NO