Resource Utilization should take into account Completion % or Timelog

Resource Utilization should take into account Completion % or Timelog

If you are a user that has this same problem or wants to see this happen, please hit the Thumbs Up button and post a comment below. The more people ask, the more Zoho listens.

The problem: There is a major flaw with the Resource Utilization report in Projects v7. The view does not take into account the completion level of the tasks shown in the planner. The simplest example is this:

John is assigned a task to complete over 2 weeks (10 days). The task has 10 total Work Hours assigned to it. In the Resource Utilization report, it is therefore displayed as 1 hour on each of the days in the planner.

However, if John has logged 8 hours as of the second day, the planner shows 1 hour per day for the entire duration of the task, regardless of what day this is. Similarly, if John marks the task as 80% complete, there is still no change to the report.

And most importantly, if John has not started the task on day 8 of the 10-day period, the report STILL allocates 1 hour per day to the remaining 2 days.

Use case: Users, as well as project managers, do not care about work that has already been done, or was not done in the past. The Resource Utilization report gives the user a look at what is ahead. If tasks were not done in the past, those hours need to be shifted forward. If tasks WERE worked on in the past, those hours need to be removed from view. Either way, Zoho simply offers a report of where time has been assigned, and does yet not offer an effective tool for planning tasks and allocating resources.

Other software helps solve this issue by taking into account time logged on the task, the completion % of the task, or offers different ways of "fitting" tasks into the plan, for example, front-loading, back-filling, or otherwise. I think this might be too advanced for Zoho Projects at this point, so I'm proposing the following:

The (proposed) solution

For tasks that do not use "Work Hours Per Day" or "Work % Per Day" (because that should be allocated daily, regardless of completion, as you would expect):

1. Calculate Completed Hours on a task using either Completion % or Timelog (I think that completion % is easier and clearer, but ideally the option would be given to the admin in portal settings).

2. Calculate Remaining Work Hours on a task as the total Work Hours minus Completed Hours. In the example above, the Remaining Work Hours would be 2 if the 10-hour task is 80% complete, or 2 if the task had 8 hours already logged against it. (This must also take into account multiple owners on a task).

3. Create a view on the Resource Utilization report called "Real Time" (which, I argue, should be the default view). This view should show the real-time allocation of task hours and resources, taking into account what has already been completed to offer a clear picture of today and the future. This view would show Remaining Work Hours for tasks and allocate those Hours across future days (including today), ignoring days that have already passed. So, in the example above, if we are on day 8 of 10 and there are 2 hours remaining, the report would allocate the task as 0:40 per day for today and the next two days (days 8, 9, and 10). Similarly, if that task had not been started, it would be allocated as 3:20 per day (10 hours over 3 days).

Hopefully this is not too complicated to understand and I hope that the development team is willing to take it on as a project. It would really help bring Zoho Projects much closer to being a project management tool rather than simply a task and time tracking tool.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方