Follow
Understanding Limitations in Displaying Information in the Resource Planner

***

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Understanding Current Limitations in Displaying Information in the Resource Planner

Currently and to improve performance, Workfront limits the amount of information displayed in the Resource Planner.
Workfront displays a warning message to notify you when you have reached this limit. 
This limitation is temporary.

IMPORTANT We strongly recommend that you use filters to reduce the amount of information you display in the Resource Planner. 
For more information about using filters in the Resource Planner, see "Filtering Content in the Resource Planner."

This limitation is visible differently depending on which view you apply to the Resource Planner and what environment you use to access this feature:

NOTE When using the Project and Role Views in the Resource Planner, if the first 2000 projects or roles are not the projects or roles that you want to see, limit the amount of projects for which you are the Resource Manager. Maintain your role as the Resource Manager only on the projects you want to manage in the Resource Planner. This should reduce the number of projects you see, and display more relevant information in the Project and Role Views.  

We are actively working to address this temporary limitation and to allow the Resource Planner to display with fewer limitations. In the future, you will be able to control what you see by using filters. At this time, we are planning to remove this limitation with our 2018.2 release which is currently planned for June, 2018. 

Before the release to the Production environment, we will first release the solution for addressing this limit in the Preview environment. As a system administrator, you can follow your Announcement Center messages to learn when our Preview and Production release dates are scheduled. 

When this limitation is removed, we encourage you to review it in the Preview environment and let us know if the Resource Planner works as you would expect. 

For more information about working in the Resource Planner, see "Planning in the Resource Planner."

Understanding Limitations in the Project View

When you select the Project View, the number of projects and the items listed under their names  differs depending on whether you access it in the Production or the Preview environment.

  • When you access the Project View from the Production environment: 
    • You can see the Project View by default.
    • The first 2000 projects where you are a Resource Manager display by default.
    • You can see a warning icon at the top of the list of projects when you reach the maximum number of projects displayed in the Resource Planner. Mousing over the icon explains why you are seeing it. 
  • When you access the Project View from the Preview environment:
    • To see up to 300 projects, start scrolling and the projects start loading gradually. 
    • You can see only projects for which you are the Resource Manager. 
    • When you expand each project, you can display the job roles associated with them. 
      When you expand each role, you can display users associated with them. 
      Scroll to load more roles and users under each project. 
      There is a 30,000 row limit for the number of projects, roles, and users displayed at one time in the Project view. Workfront displays a warning message when that limit is reached. 
    • You can update the priority of the projects displayed in the Resource Planner. 
      Scroll to display the maximum amount of projects before you start prioritizing your projects in the Resource Planner. 
    • When you export the information in the Project View, consider the following:
      • You can export only the projects displayed and the roles and users under those projects.
        The roles and users are included in the exported file, whether they are expanded or not in the web interface. 
        NOTE If rows have no allocation information in the Resource Planner, they are not included in the exported file.
      • You can export up to three or four time periods at a time, depending on how many time periods display on your screen.
        You can export no more than four time periods at a time.  
      • You can export up to 30,000 rows. 

Understanding Limitations in the Role View

When you select the Role view, the number of roles and the items listed under them differs depending on whether you access it in the Production or the Preview environment.

  • When you access the Role view from the Production environment: 
    • The first 2000 roles associated with projects for which you are the Resource Manager display by default. 
    • You can see a warning icon at the top of the list of roles when you reach the maximum number of roles displayed in the Resource Planner. Mousing over the icon explains why you are seeing it.
  • When you access the Role View from the Preview environment: 
    • To see up to 300 roles, start scrolling and the roles start loading gradually. 
    • You can see only the roles that are associated with projects for which you are a Resource Manager. 
    • When you expand each role, you can view projects where that role is assigned. Click Load More to display additional projects. 
      When you expand each project, you can display users associated with them. 
      Scroll to load more users under each project. 
      There is a 30,000 row limit for the number of roles, projects, and users displayed at one time in the Role view. Workfront displays a warning message when that limit is reached. This warning displays whether you have all the roles, projects, and users expanded or not. 
    • When you export the information in the Role View, consider the following:
      • You can export only the roles, projects, and users that display on the screen.
        You must expand each role and each project on the screen to export all the information in the Role View. 
        NOTE If rows have no allocation information in the Resource Planner, they are not included in the exported file.
      • You can export up to three or four time periods at a time, depending on how many time periods display on your screen.
        You cannot export more than four time periods at a time.  
      • You can export up to 30,000 rows. 

Understanding Limitations in the User View

When you select the User View, the number of users and their items that displays in the Resource Planner differs depending on whether you access it in the Production or the Preview environment. 

  • When you access the User View from the Production environment: 
    • You can see up to the first 2000 assignments (tasks or issues) associated users that display in the Resource Planner.  (this is temporary - remove after 18.2?!)
    • You see a warning icon at the top of the list of users when you reach the maximum amount of assignments in the Resource Planner. Mousing over the icon explains the reason for seeing it. (this is temporary - remove after 18.2?!)
    • You can see only the users that meet the following criteria: (this criteria is temporary)
      • Users have a Plan or a Work license.
      • Users have active accounts. Inactive users are not listed.
      • Users have logged in to Workfront at least once.
  • When you access the User View from the Preview environment: 
    • You can see the User View by default. 
    • You can see the first 50 active users that you have access to see by default. 
      To see up to 2000 users, start scrolling and the users start loading gradually. 
    • When you expand a user, you can see the first 50 projects that the user is assigned to. Clicking Load More loads the next 50 projects. You can see a maximum of 500 projects for each user.
    • When you expand each project, you can display a list of roles that the user can fulfill on those projects. 
    • When you expand each role, you can display a list of tasks and issues that the user is assigned to. Completed tasks and issues also display. 
      Clicking Load More loads more roles, tasks, and issues. 
      There is an overall limit for how many users, projects, roles, tasks, or issues can display at one time in the User View. Workfront displays a warning message when that limit is reached. 
    • When you export the information in the User View, consider the following:
      • You can export all the users displayed in the Resource Planner along with the projects, roles, tasks, and issues under these users. 
        The projects, roles, tasks, or issues are included in the exported file, whether they are expanded or not in the web interface. 
        NOTE If rows have no allocation information in the Resource Planner, they are not included in the exported file.
      • You can export up to three or four time periods at a time, depending on how many time periods fit on your screen.
        You cannot export more than four time periods at a time.  
      • You can export up to 50,000 rows. 

Improve the Resource Planner by Participating in Beta Testing

Prior to the 18.2 release, we are also opening a beta program to validate the performance of the Resource Planner based on the changes we are making.

If you want to participate in this program or learn more about it, please see "Resource Planner Performance Beta."

***DO NOT CHANGE/ MOVE/ CHANGE NAMES OR LINK: This is linked to the UI (Pendo guide) at least during the 18.2 release. Maybe further. 

TAKE THE SPECIAL MENTIONS THAT IT WORKS ONE WAY IN PRODUCTION AND ONE WAY IN PREVIEW - SEE THE USER VIEW LIMITATIONS WHICH HAVE BEEN REMOVED IN PREVIEW

*** The Beta section will be removed after 18.2. The article will remain. It is linked to the big article Planning in the Resource Planner, and Understanding the Areas in the Resource Planner from each view of the planner (project, role, user) - cannot be removed unless these links are addressed. 

Keep this article even after 18.2 to explain limitations. Take the limitations references out from the Understanding the areas of the RP, and move them here. Link from there to here for them instead. 

*** When you delete this article (after 18.3, when limitations are removed) incorporate all remaining limits in the respective RM articles. Also, this is also linked to the Understanding Areas of the Resource Planner - https://support.workfront.com/hc/en-us/articles/115004508613 - fix this link/ references as well, when you delete this article.

*** The loading of each view is explained in the comments of this issue: https://hub.workfront.com/document/view?ID=5b0dd4b20062eed677d8cd0302aac9e3&commentID=5b0fe9c6001b73f8a20a49cc700e4a8c&activeTab=tab-document-updates&showCommentBox=true 

This article last updated on 2018-07-12 15:59:44 UTC