New sorting for projects in the Workload Balancer

The Workload Balancer now sorts the projects based first on the earliest Planned Start Date and secondly the latest Planned Completion Date of the tasks in the project which occur during the timeframe the user displays on the screen. This allows you to organize work in a tree-like hierarchy which helps you more easily identify work for a day.

For information about viewing projects and work items in the Workload Balancer, see Navigate the Workload Balancer.

Display actual work progress in the Workload Balancer

To give you an accurate perspective of the progress of your workload, we have introduced a new setting in the Workload Balancer that shows the timeline of tasks and issues according to their Projected Dates. You can enable the Show Projected Dates setting to view the projected timeline of the work item in addition to the planned timeline.

Also, with this improvement, if a task or an issue is completed earlier than their Planned Completion Date, the allocated hours from the remaining days are struck through to indicate that they do not count towards the user’s overall allocation.

For information about navigating the Workload Balancer and enabling settings see Navigate the Workload Balancer.

Workload Balancer features previously communicated as releasing with the 20.2 release

Adjust daily and weekly allocation in the Workload Balancer

To avoid the burnout of your resources, you can now adjust your users’ daily and weekly allocation to work using the Workload Balancer.

Prior to this enhancement, this was only possible using the Resource Scheduling tools.

For information about managing allocations in the Workload Balancer, see Manage user allocations in the Workload Balancer.

Available in these environments:

  • Adobe Workfront Classic
  • The new Adobe Workfront experience

Update Task Planned Hours in the Workload Balancer

NOTE
This enhancement will be available in Production soon after the 2020.2 release.

A new option in the Resource Management area of the access level now allows users with this access to edit Planned Hours from the Workload Balancer. When you adjust allocations in the Workload Balancer, the total of daily allocations does not need to match the number of Planned Hours of the tasks. Once you save your allocations, the total of the allocation hours will become the Planned Hours of the task. This is only possible for tasks that have a Simple Duration Type.

For information about managing allocations in the Workload Balancer, see Manage user allocations in the Workload Balancer.

For information about granting access to Resource Management, see Grant access to Resource Management.

A more convenient way to update allocations in the Workload Balancer

To make it more convenient to manage a user’s allocations to a work item in the Workload Balancer, you can now double-click the work item. You can also still use the existing Edit allocations menu option. In addition, you are no longer required to enable displaying allocations to be able to update them.

For information about managing allocations in the Workload Balancer, see Manage user allocations in the Workload Balancer.

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