Workload
Turning on Workload Mode helps you manage your team's workload more effectively by providing a visual overview of task assignments and capacity.
Activate Workload Panel
Click the "Workload" button on the top bar to enable the Workload split panel.
You can switch between users and teams view as you like to view the workload of users or teams. We include a search bar in case you need to find a specific user or team in urgent need without scrolling all the way down to find them.
Understanding Color-Coding in Workload Mode
How PPM uses color coding to provide a visual overview of workload, allowing users and project managers to effectively balance team assignments.
Green Color: Full of workload - Tasks assigned to an individual or team member have a moderate amount of work
Red color: Overload - Tasks assigned have a lower volume of work than the individual's or team's capacity.
Yellow Color: Under workload - Tasks assigned exceed the capacity of the individual or team
The visual representation allows users and project managers to quickly assess workload distribution and Adjust Scheduled Hours or reassign tasks by dragging and dropping them to a different team member's schedule or a different day on the schedule board.
Adjusting Workload and Reassigning Tasks
In addition, you can click on the workload item in order to view the workload detail of your teammate on the date column which you just click. In this view, we gave you guys a streamline perspective of the total task your teammate need to work with on the day.
Each line has a task name, scheduled hour of the task and it's timeline. To top it all up, we note who is this workload belong to, the date that you are viewing, total amount of schedule hour versus capacity hour and the total task of the day.
Expanding the row lets you view the full breakdown without navigating away, making it easier to manage workload in real-time.
If you have any further questions or need assistance with any aspect of Portfolio Project management, please don't hesitate to reach out to our support team. We're here to help you make the most of Portfolio Project management!
Happy planning and organizing! ♥️
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