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View: Allocated Hours for Resource Estimates

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IMPORTANT The information in this article refers to functionality that is currently deprecated and will soon be removed from Workfront. For information about the current functionality for managing resources in Workfront, see the "Resource Planning" section. 

This view shows allocated time per job roles per week, as well as the percent of the allocation. It is best displayed when grouping the view by job role (as shown) or by week. Because of the volume of data that could possibly be returned, we recommend that you apply a filter that limits results to the current month, the next month, or quarter (but never beyond the quarter). 

NOTE The percent is simply the percentage format of the FTE. Because there may be several resources filling a single role, this does not necessarily mean the resource is over allocated.

allocated_hours_for_resource_estimates_view.png

To apply this view:

  1. Navigate to a list of hours.
  2. From the View drop-down menu, select New View.
  3. In the Column Preview area, eliminate all columns except for one.
  4. Click the header of the remaining column, then click Switch to Text Mode.
  5. Mouse over the text mode area, and click Click to edit text.
  6. Remove the text you find in the Text Mode box, and replace it with the following code:
    column.0.descriptionkey=role
    column.0.linkedname=role
    column.0.listsort=nested(role).string(name)
    column.0.namekey=role
    column.0.querysort=role:name
    column.0.shortview=false
    column.0.stretch=50
    column.0.valuefield=role:name
    column.0.valueformat=HTML
    column.0.width=150
    column.1.descriptionkey=project
    column.1.link.linkproperty.0.name=ID
    column.1.link.linkproperty.0.valuefield=project:ID
    column.1.link.linkproperty.0.valueformat=int
    column.1.link.lookup=link.view
    column.1.link.valuefield=project:objCode
    column.1.link.valueformat=val
    column.1.linkedname=project
    column.1.listsort=nested(project).string(name)
    column.1.namekey=project
    column.1.querysort=project:name
    column.1.shortview=false
    column.1.stretch=50
    column.1.valuefield=project:name
    column.1.valueformat=HTML
    column.1.width=150
    column.2.descriptionkey=allocationdate
    column.2.linkedname=direct
    column.2.listsort=atDateAsAtDate(allocationDate)
    column.2.namekey=allocationdate.abbr
    column.2.querysort=allocationDate
    column.2.shortview=false
    column.2.stretch=0
    column.2.valuefield=allocationDate
    column.2.valueformat=atDate
    column.2.width=75
    column.3.aggregator.displayformat=doubleAsString
    column.3.aggregator.displayname=Allocated Hours
    column.3.aggregator.function=SUM
    column.3.aggregator.namekey=budgetedhours
    column.3.aggregator.valuefield=budgetedHours
    column.3.aggregator.valueformat=doubleAsInt
    column.3.descriptionkey=budgetedhours
    column.3.displayname=Allocated Hours
    column.3.linkedname=direct
    column.3.listsort=doubleAsInt(budgetedHours)
    column.3.namekey=budgetedhours.abbr
    column.3.querysort=budgetedHours
    column.3.shortview=false
    column.3.stretch=0
    column.3.valuefield=budgetedHours
    column.3.valueformat=doubleAsString
    column.3.width=80
    column.4.aggregator.displayformat=doubleAsPercent
    column.4.aggregator.displayname=% Allocation
    column.4.aggregator.function=MAX
    column.4.aggregator.valueexpression={budgetedHours}/(daysinsplitweek({allocationDate})*8)*100
    column.4.aggregator.valueformat=doubleAsPercent
    column.4.description=% Allocation
    column.4.displayname=% Allocation
    column.4.linkedname=direct
    column.4.listsort=doubleAsInt(budgetedHours)
    column.4.name=% Allocation
    column.4.querysort=budgetedHours
    column.4.shortview=false
    column.4.stretch=0
    column.4.valueexpression={budgetedHours}/(daysinsplitweek({allocationDate})*8)*100
    column.4.valueformat=doubleAsPercent
    column.4.width=60
  7. Click Save View.

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This view is the same as the out of the box Resource Estimates view - this is why this article is hidden right now. It is still used as a reference by Support. 

 

This article last updated on 2019-03-01 18:04:22 UTC