Staffing and Resources
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Marcus
Would like to be able to assign a weekly/monthly available resource value e.g. 30 hrs/week or 0.75 FTE's and then, based on the estimated project work hours would be able to determine ~ how many weeks a project would take with resources assigned.
Would also be able to see the available current and future capacity for burn out monitoring, staff effectiveness, future project planning and projection, additional resource requirements.
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Daniel Urbano
What we need if to be able to set:
- Resource capacity
- Projects estimates (projects could be lists, folders or spaces. For that would be great to set location type: project, department, areas, Ticket system, database, etc. (refer to this feature request: https://clickup.canny.io/feature-requests/p/location-types-projects-departments-areas-ticket-system-database-etc)
- Assign projects (location by type: "project") to users
- Assigned users view in locations (projects only)
- Project (Location) estimates
- Resource Planning Dashboard
Across all what is mentioned above should be considered what's written by others in terms of functionally in this post.
Also, allow to use formula fields as time estimates and allow general time estimates for users (per location and not only per task).
NOTE: There should be the different assigned roles in lists, folders, and spaces. Like: Director/Responsable, Sponsor, PM, resources, etc. (align this with permissions in an ideal world).
Florian Schardt
Urgently needed for resource management: Set assignee for a project with x % of their working time.
Together with a workload view that shows months/quarters/years this would be great for resource and portfolio management. Screenshot is from Meisterplan, which is a dedicated software for this purpose.
Brendan W
Merged in a post:
Tracking of machine resources
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Martin Halada
Tracking and resource management for machine resources.
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Yakir Dvir
This is key feature and game change for some organizations.
And it is essential for project management.
Alex Torres
I think this idea should be part of this feature: https://clickup.canny.io/feature-requests/p/automatic-start-datedue-date-based-on-start-date-due-date-or-duration and a merge with this one: https://clickup.canny.io/feature-requests/p/virtual-assignee
Jeff Beard
Many times our tasks require a resource to complete, like a computer or other non-person type resource. To have the ability to show that a task cannot be done because a resource is not available is important so the project does not stall because a task cannot be done.
Chelsea Schultz
Would be great to be able to assign FTE to each assignee on a task to get an accurate depiction of a true FTE availability.
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Rodd Myers
This is also related to estimating time by person... resource allocation would allow to see how booked each person is based on the estimated time for their tasks, and the amount of time logged to the task already. Estimated daily/weekly/monthly time would have to be calculated as the total remaining estimated time for a task over the remaining duration of the task- effectively averaging remaining time out.
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Steeve Hetu
Would be nice to have a month, quarter and annual views. The new Resources management view is nice, but aggregations of hours by team is not possible to manage future / long term workload. Box view is a workaround in my opinion right now. I have to set up a bunch of date filters to be able to manage workload.
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Josh Sommer
I'm trying to use time estimates to ensure that I'm not assigning more work to a user than can be handled in a given time period. I can see a sum estimated hours for all assigned work; however, just looking at number of hours doesn't tell you much. It's possible for someone to have hundreds of hours of unfinished work. That's even the case in the Clickup boxes demo video: https://docs.clickup.com/en/articles/914665-box-view
If that work is stretched over months it wouldn't be too much. But if there are hundreds of hours of work for tasks due in the span of a week that is clearly not feasible. So how do you tell which days or weeks or months are overloaded? And how does seeing cumulative work help if it's not mapped over time?
Would love to see a way to see estimated hours over a given day/week/month? And ideally there would be a way receive a warning if workload exceeds time available.
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