Employee Workload

 

The Employee Workload view is used to see on which projects and tasks your employees are scheduled to work, and when the work is scheduled to take place. This view can be helpful to answer a few business-critical questions as you plan a new project.


  • Do we have the available resources to take on the project?

  • Is a specific employee available to be assigned additional work?

  • Do I have over allocated employees?

  • What is causing an employee to be over allocated?

  • What projects is an employee scheduled to work on now, and in the future?

  • When is an employee scheduled to take time off?

 

Employee Workload changes two areas in the software. It (1) enables new functionality when you create or edit your projects and (2) provides a whole new view to help you analyze your employees workload.

 

Employee Workload is only available if you’ve purchased the Employee Workload module. Contact Dovico Sales/Support to purchase Employee Workload

 

 

 

Important Note: The Employee Workload view displays only those projects that are Budgeted by Task Hours and that have the 'Include Project in Schedule' box checked. This is important to note since projects that do not have budgeted hours at the task level may be a large part of an employee’s workload. You can also exclude a budgeted project from the Employee Workload view by clearing the 'Include Project in Schedule' checkbox.

 

Project’s budget settings

 

 

  • In the project's Tasks section, you are able to adjust each task's Start and End dates. These must be within the project's Start and End dates.
  • In the Assignment pop-up, you see each employee's available hours for the task's date range.
  • You can drill-down an employee's budgeted hours to see on which projects he or she is budgeted.

 

 

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You can find the Employee Workload view from the Menu bar > Projects & Employees > Employee Workload

 

Using the view to analyze your employee workload

The view consists of an collapsible employee column on the left, and a timeline on the right. A few controls and options located at the top of the view allow you to customize what you see.

 

ClosedAvailable Controls

A few controls located above the timeline allow you to customize/filter the information you see.

  • Search bar: Search for a specific project or employee

  • Type of project filter: ‘Active’ or ‘Active + Draft’

  • Timeline Zoom In/Out

  • Show timeline in Weeks or in Months

  • Filter employees by Employee Group

  • Export/Print

 

 

In the timeline, an employee’s total budgeted hours for each timeline segment are displayed.

 

Notes:

  • You cannot see employee availability for past dates.

  • The list of employees displayed is restricted to those employee you are permitted to view based on Limited Access settings.

 

 

 

Things to know:

An employee’s available hours are based on the date range for the project and task, the employee’s settings for Hours per Day and Work Days and the budgeted hours for other projects spanning the same date range.

 

Available Hours = Employee's Hours per day * Employee's Work Days per week * number of weeks in the timeline segment – budgeted hours for all projects in the timeline segment

 

Example for Kevin in the March segment

8 hours per day * 5 days per week * 4 weeks for the project (task) in the month – 100 budgeted hours on other projects in the month = 60 available hours for the month

 

Overbooked hours are displayed in red.

 

 

When you expand an employee’s row, you see all the projects to which the employee is assigned, plus any time booked (submitted) as Vacation from the Leave/Absences project. As noted previously, with exception of the Leave/Absences project, only the projects that are budgeted by ‘Hours per Task’ and that have the 'Include Project in Schedule' box checked are displayed.

 

Expanded Employee

 

 

 

When you double click on an individual project, that employee’s tasks for the project are displayed along with some important details. You can also sort each of the columns in this pop-up.

 

Drill-down on an employee row

 

 

From this details view, you have direct access to edit the project by clicking the Edit button in the upper right corner.