The Resource Workload report on the People tab shows what teams or individual people are working on, when they’re working on it, and how much work they have over time — helping managers visualize team capacity and allocate resources where they’re needed most. Resource Workload is most useful when you are interested in seeing metrics by person across all of their assigned work. This feature is available in Enterprise edition workspaces.
The Resource Workload report is able to accurately forecast workload for each person in your workspace based on LiquidPlanner’s unique priority-based scheduling inputs. In order to see useful workload data in this report, make sure that tasks have been assigned to real or virtual members and that you’re using these core features:
Any workspace member can run the Resource Workload report from the People tab.
To see details for a specific resource, expand the person row by clicking the + icon or by clicking directly on the workload bar. You will see any package or project that the person has work within.
To re-assign work or make edits to plan items, click on the item name to open the edit panel.
To assign an existing task, hover over a resource’s name and click Add Work. A location picker will open allowing you to select any existing task and quickly add that member as an additional owner. This makes it easy and efficient to load balance resources directly from the report.
The report will reflect future expected hours and dates by person based on data from the current project plan.
For each person that is displayed in the report, you will see a row and the corresponding workload bar over the specified timeframe, like Next 14 days. This helps you visualize how much work each workspace member has to do in the next 2 weeks. Remember that the workload bars are showing when each resource is expected to start and finish their work; which is not necessarily when the plan item will start or finish.
The Expected Finish date is the only calculation in this report that doesn’t respect the timeframe. This is because it’s useful to know when a resource will be done with something, regardless of the timeframe. To adjust the timeframe of the report to include the expected finish date of a specific resource or plan item, hover your mouse over the finish date and click on the blue >> chevron.
The Resource Workload helps find resources that have free time to take on additional work. The Hours Available column shows how many hours that a resource has to take on additional work within a timeframe. Use this number along with the Remaining [E], which is the amount of work that is still left to do (based on ranged estimates), to get an understanding of their current workload.
If the workload bar is blue, the resource doesn’t have work that is at-risk for missing a deadline with the timeframe. If the workload bar is red, that person has one or more assignments within the timeframe that are at-risk. This makes it easy to scan the list of resources and see who might need attention. To find out which specific item is at risk, click on that person’s workload bar to expand the selection.
Below are a few scenarios for which the Resource Workload report helps functional or department managers and project managers understand resourcing information.
If you’re a functional manager and your resources are contributing to different projects that are run by other PMs, you can use the Resource Workload report to get a sense for how your team is doing across all of their work in the near term or months out into the future.
As a functional manager or project manager, it’s important to understand the team’s progress and roadblocks. In weekly team meetings, use the Resource Workload report as a visual to help drive the discussion forward.
Before making assignments for an upcoming project, managers need to know who is available to do the work from a list of resources that they probably already have in mind.