Show role allocation for projects and initiatives in the Workload Balancer
After you connect projects and initiatives, you can manage their resource allocation side-by-side to ensure they match. This avoids overallocating or underutilizing them.
This article describes how you can reconcile resources using the Role Allocation panel in Workload Balancer of a project.
For general information about reconciling resources between projects and initiatives, including prerequisites, see Overview of reconciling resource allocations between projects and initiatives.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header | |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
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| ÃÛ¶¹ÊÓƵ Workfront license* |
New: Light or higher Current: Review or higher |
| Product* |
For more information, see Access needed to use the Scenario Planner. |
| Access level | View or higher access to Projects. |
| Object permissions | View or higher permission to a project. |
*For information, see Access requirements to Workfront documentation.
Show role allocation for projects and initiatives in the Workload Balancer
If your company has purchased a Workfront Scenario Planner license, you can reconcile the resource allocations between the initiative and the project linked to it in the project-level Workload Balancer.
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(Conditional) Connect a project with an initiative using one of the methods described in the following articles:
- Import projects to plans in the ÃÛ¶¹ÊÓƵ Workfront Scenario Planner.
- Update or create projects by publishing initiatives in the ÃÛ¶¹ÊÓƵ Workfront Scenario Planner.
note important IMPORTANT If you make changes to resources on the initiative, you must re-publish the scenario that the initiative belongs to in order for the latest resource information from the initiative to update on the project. -
Go to the project where you want to review the allocation of job roles for the project as well as for the associated initiative.
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Click Workload Balancer in the left panel.
You might have to click Scheduling, then Switch to Workload Balancer.
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Do one of the following:
- Click Month to view the Workload Balancer by month, click the drop-down menu next to a month in the timeline
- Click the Show role allocation icon
The Role Allocation panel displays.
note caution CAUTION Although you can view the Role Allocation panel even if your organization did not purchase a Workfront Scenario Planner license, you cannot view information about initiatives’ job roles. - Click Month to view the Workload Balancer by month, click the drop-down menu next to a month in the timeline
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Review the following information in the Project Totals area of the Role Allocation panel:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Job Role The names of the job roles associated with any of the following:
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tasks on the project
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issues on the project
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initiative linked to the project
Initiative Hours The number of required hours associated with each job role on the initiative for the total duration of the initiative. Planned Hours The number of Planned Hours associated with each job role in the tasks or issues on the project for the total duration of the project. Variance The difference between the hours required on the initiative and the planned hours associated with work on the project. Workfront calculates the Variance using this formula:
Role Allocation Variance = Initiative Hours - Planned HoursWhen resources are planned for more hours than required on the initiative, the Variance is negative and it displays in red. This means your resources are overallocated.
note tip TIP Planned Hours from the project do not display in the following scenarios: - When tasks or issues are not assigned to job roles, or users with a job role associated with them.
- When tasks or issues have a Duration of zero.
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(Optional) If the Variance column shows that your resources are overallocated, adjust one of the following:
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Lower the number of Planned Hours for one job role that shows overallocated or add more resources to the tasks and distribute more Planned Hours to the new resources. You can update assignments or the number of Planned Hours on tasks or issues when editing them. For more information see the following articles:
note note NOTE You must have additional access and permissions to edit tasks and issues. -
Increase the number of required hours for role that shows the overallocation on the initiative. For more information, see Create and edit initiatives in the ÃÛ¶¹ÊÓƵ Workfront Scenario Planner.
note note NOTE You must have additional access and permissions to edit plans.
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(Optional) Click the drop-down icon to expand one of the months in the Role Allocation panel or in the timeline of the Workload Balancer.
The same type of information displayed in the Project Totals area also displays for each month.
note tip TIP The months listed in the Role Allocation panel are the months in the timeline displayed on the screen in the Workload Balancer. Scroll back and forward on the timeline to view additional months.