Balanced Workload (Video)

See how you can eliminate overloading people and resources and improve utilization with automatic resource-leveling across your project portfolio.

Maintaining a balanced workload is critical for team health and project performance.

LiquidPlanner has automatic resource leveling so you can actively manage your team’s workload to resolve bottlenecks and improve utilization across the portfolio.

Open Project View. Examine schedule risk to see where you need to minimize delays and keep projects moving forward.

Once you identify where you need to take action, Workload View will help you decide what to do next.

Assign the task to someone who can take it on sooner.

Prioritize to schedule it earlier

Adjust the estimate to cut scope or manage uncertainty

There are project, package and portfolio workload views.

Workload shows how work is distributed over time so you can balance the load to meet schedule commitments.

This is the portfolio workload. It lists all the people and resources who have assignments scheduled in the time period.

We’re looking at a 30 day window.

Scheduled Hours represents the amount of work scheduled in the time period. Whoever has the most work scheduled is at the top of the list.

Availability Used shows how much of their available time is being taken up by scheduled work. Less than 100%, means they have capacity to take on something new.

On the left we see how many hours a day someone is available.

Availability is a workspace setting that protects your team from being overbooked. Each person defines their working hours and time off. Tasks only schedule when you’re available to do the work.

The table shows how work is distributed. Red means schedule risk. Expand to see the task list. Tasks are listed in priority order across all projects.

See how assignments are distributed? Hover over the indicators to see schedule dates and time off.

Now, you’re ready to take action:

assign the  task to someone who can take it on sooner

prioritize to schedule a task earlier

Manage the uncertainty so you can reduce the estimate

Priority and workload views go hand in hand, helping you balance workload to optimize the schedule.