(For an introduction to the Work Planning View, click here.)
Function Point is pleased to announce some 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 teams’ plates in the month ahead. Since that time, in response to FP customer feedback, we have developed several features for this view and are now pleased to release this functionality to our FP user base.
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 @ firstname.lastname@example.org
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