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changes.mady.by.user Patrick Lehrbach

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Kommentar: Published by Scroll Versions from this space and version 1.9.2

Plan project assignments ahead with foresight even if you don't have estimates:

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Let's now do the planning for all relevant resources and specific teams. Go to the Assignment Board.

1: Here you can find the filter that you previously created.

2: Create filters for all resources and specific teams as learned before. Keep in mind that you need to create an assignment first to see a project or resource in the filter selection boxes.

(Warnung) Learn more about creating filters for projects and resources.

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Define a project assignment with "Distribute value in period" strategy.

1: An example: Tina Test works 50% (20 hours per week, 4 hours each day), in CW 24 she is on vacation. We want to distribute 56 hours work for her over the next 5 weeks.

2: Select 'Create assignment'.

 

 




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1: Select the

algorithm

schema 'Distribute value in period', the algorithm will distribute the

56

108 hours according to her availability in this timeframe.

(Warnung)

Info
titleDistribution Scheme

Learn more about distribution strategy.

2: Select a project and the relevant resource (Tina Test in our example).

3: Select

timeframe and the duration (next 5 weeks and 56 hours of work in our example).

time frame

4: Check availability. In our example Tina has a capacity of

100

200 hours (

5

10 weeks of 20 hours). Considering her planned absence times the availability is

72

132 hours:

one
  • two week vacation (-
20h
  • 60 hours)
  • already planned for strategy team 2 hours each week (-8h)
    • 2 public holidays of 4 hours each (-8 hours)
    • already assigned and planned in another project (-24 hours)

    4: Select the available capacity - 108 available hours in our example.

    5: Save and review the result.

    Image RemovedCheck complete weekly assignments for a project (1+2).

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    Fine tune weekly assignments for a project directly in the board. Some examples:

    1: Solve conflicts: e.g. here Paul Planner's and Tina Test's plannings need to be reduced for the D&D Consulting project.

    2: Postpone assignment: Ted Cody needs to start a week later with Interface development.




    Tina is now assigned according to her availability in the given time frame