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Hello

we are a marketing agency and use records as ‘tasks’ which have time against them so that our team can resource themselves each week and we use the timeline view to check their % capacity and utilisation each day/week/month.

 

some people have a handful of tasks (1 per customer) assigned to them each month, with a number of hours to spend on the customer, but how they actually end up spending their time is a little bit each week.

 

the challenge we have is if you pick a start date and end date as start and end of the month for this task is spreads it too thin and doesn’t allow the guys to setup their days in a more granular fashion.

I guess we could break down and have tasks each week but then that’s extra admin, more chances of things breaking, not distributing the tasks evenly on some months with 4 weeks vs 5 and so on.

 

just wondering if I’m missing a trick before deciding how best to proceed in an efficient way 

Hi Ben, how’s everything?

I have built and used a “Development” base where we track hours worked per client. And tasks/features/monthly commitments were assigned to users, who knew they had the whole month to use up those man hours.

It is easy to lag ahead or behind in hours used. One thing that could help is a List Interface of the current tasks assigned with a calculated “Percentage Completed” to compare against the “Month to Date Percentage”. And by sorting your tasks from least completed to most, users could easily decide on what to work next and not exceed the task’s assigned hours.

Let me know if that would work in your current structure,

Best regareds,

Matt Nixon

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