
You can change this allocation manually after the resource has been assigned. In this case, it means that the resource is loaded by 80%, i.e if at the time the task takes 128 hours, then the resource will be busy at this work the 102.4 hours. The resource unit assignment may be less than 100%, for example, 80%.


The common types of resources for which the project manager has an impact include material resources (materials, energy), staff (work) and equipment. Effective resource management is a key factor in successful project implementation. Maybe Lisa or Elaine may have other options that I cannot think of.When you are planning your project task list on the Gantt chart you will need to identify the resources to work on the project and assign them to tasks.

You could use widgets that have different stages of the projects lumped together with the similar status names from the different custom status's. I do not know of any other way to have complete is complete, active is active without the suggestion that I have above using the dashboard. Again using the custom workflow setup or the Automation. Then you can either select the assignee by adding it to the custom workflow set up or using the automation feature.Ģ.) Set up the separate workflows for each team that could be selected with the same option to have the task auto assigned when the status is selected. The two thoughts I have ġ.) Within the custom workflow for the project, you could have a QA Approval task for each team. Jared Barden I have been racking my brain, and I do not think there is a way for the same status to be shared across multiple custom workflows. Let me know if you would like to collaborate more on this. I would be very interested in discussing this with you and potentially helping you on this to see if we can make it work. I do not think you will be able to move from another status widget to the "On Hold" widget as the many "On Hold" status would make it difficult, but in theory you should be able to move a task within the "On Hold" widget to another status widget updating the status automatically when moved.

If there are many status' then this may not work. One widget can be all of the "On hold" status' from all the workflows, then you can have a widget for the other status that you would want to move these tasks. One idea to get around this is to create a Dashboard that you can simply drag and drop tasks into widgets that are status based. So even though your tasks have "On hold" as a status, unless it is part of the "On Hold" status in the default workflow they will show up in "Other Tasks" because the "On Hold" is not actually a common status. When looking at the board view, it only shows the status' of the default workflow for the folder you are viewing this in. Shobha Aggarwal the issue around your task status of "On Hold" is that even though it is named the same each "On Hold" exists in each of its workflows. The executive can then make sure that the task of folder gets put in the right spot and shared with the correct people. It would then be upto the team members from the new team to move the task of folder into the more appropriate place.Īnother example, would be if a non executive user is working on a task that needs to be shared with another team, the user mentions the executive over the program and states what needs to happen. This way when a task needs to be shared with someone from another team, instead of sharing the task or folders/projects having them just hang out there, the member from the executive team can folder tag it where it needs to go.įor example, if a member of the executive team is working on a task and they need assistance from another team they folder tag it in a catch all folder for the other team titled, "Tasks from another team". One thing that we do to help to ensure that the right people are seeing what they need to see, especially when there is collaboration across multiple teams, is that our executive team has access to all folders and spaces.
