(For an introduction to the Work Planning View, click here.)
Function Point is pleased to announce some additional updates to our Work Planning View.
The original Work Planning View was released in 2017 to give Traffic and Project Managers the ability to see what was on their team's plates in the month ahead. In November 2019 and January 2020, in response to FP customer feedback, we developed and released several new features for this view. We are now pleased to add in-screen Task editing to the Work Planning View.
If you have questions about the Work Planning View that are not covered in this article, be sure to reach out to your Customer Success Manager for more information at email@example.com.
New Feature - Release 3 (May 21, 2020)
On-Screen Click & Edit
You can now edit Tasks without leaving the Work Planning View screen.
Hover over the Task you wish to edit. The Task will become highlighted and the Task information will be presented as a popup to the right.
Next, click on the Task, and a Task window will pop up, allowing you to edit core Task information. When complete, click Save and the popup will close.
Alternately, if you wish to open the Task in a full edit window, you can click the open-in-new-window icon in the upper right-hand corner of the Task window.
New Features - Release 2 (January 30th, 2020)
Ability to View Calendar 1 Year Out
You can now set the calendar to see up to one year into the future.
In this example, we
1) Select a Start Date and an End Date and the calendar will refresh to show all days within the time range.
You can now filter the WPV data returned by Project, Company, Job, Priority, Role, or Staff. Type in your criteria, select from the return set, and tab out of the field - the screen will refresh to show based on your selection.
Overdue Task Column
1.) Overdue, showing 412 hours of overdue tasks in the system for all Designers at the firm. The hours will go up or down based on your filtering criteria. E.g., if I select Company = "Acme", it will only show the Designer role tasks overdue for "Acme".
2.) The Overdue number at the User or Role level shows how many hours are overdue for the individual. In this case, we have a general Designer user who has 8 hours of Tasks overdue.
Resource Hours Update Based on Timesheet Entry
The resource hours now auto-update when timesheet hours are entered against a task.
1) Darren has the 5 hour task "Task for Darren" assigned to him. 1 out of every 8 hours is shown as allocated to this work. (1/4 on Thursday as Darren only works half days on Thursdays)
2) Darren enters 4 hours on a timesheet against the "Task for Darren" task. This means that 1 hour of work is left for Darren on this task - or .2 of an hour out of 8 hours a day for 5 days (.2/4 on Thursday as Darren only works half days on Thursdays).
Release 1 (November 20, 2019)
Hitting the Refresh button forces the system to check and update the Work Planning View with any Work, Calendar, or Task changes you have made in the system. It has been optimized to execute more quickly than a standard browser-based tab refresh.
See Allocated and Available Hours
See Allocated and Available Hours shows you the total number of task hours a resource has assigned to them in a day, as well as the total number of hours available in that day, based on your Work Calendar setup.
In this example, we can see that
(1) On November 8, Jerry has two tasks assigned / in progress - using up a total of 2.3 hours out of his 8 hours available
(2) On November 18, Jerry has 2 draft tasks setup and 1 assigned / in progress task set up - using a total of 13 hours out of his 8 hours available (i.e.: he is overallocated)
(3) On November 19th, Jerry has two tasks in draft status, continuing from their start date of November 18, using half his daily hours (4/8 hours)
(4) On November 20, Jerry has the remaining portion of the draft task that started November 18 - with 1 out of a total of 8 hours used.
Tasks Assigned to Role
The Work Planning view has been enhanced to breakout hours that you have assigned to a generic role as opposed to a specific Staff Member.
In this example, we can see that:
1) A Copywriter (generic role - no named staff member involved yet) has been assigned work
2) Jeremy and Sophia are both Copywriters by role, and have no work assigned
3) The Copywriter (generic, non-named role) has been assigned 2 hours of work on both November the 18th and 19th. FP looks at the available hours in the copywriting pool – i.e. Jeremy and Sophia - and calculates that there are 2 out of 16 total possible hours available out of the Copywriter resource pool
4) The Copywriter (generic, non-named role) shows an assigned / in progress task is in their court, starting November the 18th and ending November the 19th.
Click and Edit Tasks
Click and Edit Tasks allows you to hover over a task and click on its title, taking you to a new tab where you can edit the fields of the task. Note, you must click ‘Edit’ on the new tab to allow for editing. Once you save the changes, come back to Work Planning View, click “Refresh” and you will see the changes applied.
In this example, we
1) Hover over the task bar in question
2) Click on the title to take us to
3) The task information page where we can edit