Keep in mind that once this work is approved and real projects are created, you will need to remove tasks or deduct planned hours from this project. Within that project, create high-level tasks to represent the future work and estimate the job roles and planned hours that may be needed. One technique would be to create a single project to represent all unknown future work.
If this work is not documented in Workfront, then we cannot show how it will affect future demand. There may be work that we anticipate, but that has not yet been approved.
Use templates to help ensure these building blocks of data are present in ALL projects. You can also compare Planned Hours to Actual Hours logged using a report to view any discrepancies, see a story unfold and in turn improve the estimates for future projects. Even if you are not confident in your estimate, it’s okay to guess so that you can begin using the resource planning tools - your estimates will improve over time. PRO TIP: It can be difficult to estimate planned hours if you have not done this before. Planned Hours: This represents the amount of effort needed to complete the task. For example, while a task may take 5 days to complete from start to finish (Duration), it may only require 10 hours of actual work (Planned Hours). The 10 hours could be assigned to an individual or multiple resources. Planned Hours will provide the basis for understanding work demand in the resource management tools for understanding utilization and capacity planning. To ensure successful resource management, there are a few other pieces of information that must be included:Īssignments: Each task should be assigned the Job Roles or Users that will be contributing their effort to the completion of the work. This typically involves a project or traffic manager defining and validating a list of activities or tasks, their durations, and dependencies or dates. Once a project has been approved it can start to be planned. This week’s blog will define some of the suggested building blocks of data needed to properly use the Workload Balancer and Resource Scheduling tools in Workfront. demand, a handful of information must be gathered and documented.
In order to perform Resource Management activities, such as making assignments, measuring utilization, or understanding work capacity vs.
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