Overview

The Workload tab is a vital component within the Birdview PSA platform, located within the Resources module. Its purpose is to provide project managers and resource managers with a sophisticated and interactive tool for managing resource loading. Whether your workflow demands automated or manual adjustments, the Workload screen offers flexible modes to cater to your specific requirements.

The primary uses of the Workload screen are:

• Automated workload distribution
• Manual workload adjustments
• Timeline flexibility
• Resource overview
• Overscheduling tracking

Permissions

To see resources workload values, you need the "View all assignees" and "View all time entries" permissions in your project access level and/or the "View and manage members and assignees" + "View all time entries" permissions in the "Permissions for projects where a user is NOT a member of" section in your global access level.

Screen overview

The Workload tab consists of the following components:

• Table with a Daily, Weekly and Monthly granularity
• Header with a date range, granularity selector, filters, and controls, such as the Show and Export selectors

Legend:

1. Expand all groups & Collapse all groups buttons.
2. Reporting Period Selector (Week, Month, Quarter, Year, Custom Date Range), Granularity Selector (Daily, Weekly, Monthly), and Today button.
3. Filters & More actions buttons.
4. Workload indicator (with a percentage bar), color-coded
5. Vacation marker.
6. Manual mode button.
7. Scheduled hours.
8. Balance hours.
9. Color coded cells.
10. Current date column.
11. Three tier list (filterable): assignee, project, activity. 
12. Filters applied.
13. Right, "duration", drag handle.
14. Left, "move", drag handle.

Workload indicator

The workload indicator consists of three elements:

1. A color-coded bar (for example, yellow - corresponds to Partial allocation)
2. A shade darker bar taking the length corresponding to the percentage of the user's actual workload; and
3. Actual workload is represented as a numerical value in percent (for example, 25%).

Vacation marker

Vacation days, including public holidays, are marked with a fat black dot. To view the type of holiday, place your mouse on the cell:

Manual mode button

The button is used to mark an activity with resource loading edited manually. Pressing the button disables the manual mode. See Workload - manual vs. automatic mode for more details.

Hours left

Workload offers a detailed picture of hours allocation, including hours left. Hours left are displayed only for days that are either the current date (the current date column, see item 10 on the picture above) or future dates.

Actual hours

Time logs you enter on a particular day are referred to as actual hours. If there are actual hours on the current date, it is indicated with a stopwatch icon , and the current date cell contains an additional info panel (viewable by placing the pointer on the cell), as follows:

• Actual hours vs. Scheduled hours - in case of scheduled hours (manual mode on), or 

• Hours logged - in case of hours left (automatic mode on).

Balance hours

Birdview PSA calculates the difference between three types of hours (scheduled, left, and actual) and displays the balance whenever there is a mismatch (excess or shortage). By placing the mouse pointer on the balance hours box you get an info panel with an explanation. At the top, the calculation formula used is displayed: