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From version 9.6.4 onwards, it is possible to customize the data range for workload indicators by accessing the "Workload Indicator Color Range Customization" option under the Configurations - Workload Indicator settings. |
The workload indicator view depends on a current calendar view, users' involvement, and Work hours in a day. If look at a default one-week scope view
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If the scope is changed to Two Weeks, Month - Weekly, then a different view will load
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Workload Calculation
The workload is calculated based on the estimated hours for specific tickets scheduled on a person's timeline.
for a full-time involvement, the workload should be 8 hours per day. It means that a manager can schedule JIRA tickets with total Remaining Tme Estimate = 8 hours. If the total remaining time estimate for all scheduled tickets exceeds 8 hours, the person is overloaded and a manager should fix his/her workload. To change and fix this, drag and drop this task on another day.
for a part-time involvement, the workload should correspond to the number of working hours specified in Configuration settings. If a person is a contractor with 4 hours workload, his or her manager should not schedule JIRA tickets with total remaining time estimate more than 4 hours per one day.
To see the remaining time estimate for a specific ticket, mouse-over that ticket in Issues Panel, timeline panel or click on it to open JIRA view.
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how a workload can be calculated:
Balance Mode | Liquid Mode |
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Balance mode evenly distributes hours for a set period. If a task is estimated for 10 hours, and a manager schedules it for 2 days, the system will automatically schedule 5 hours per each day for that task | The liquid mode will help you to plan the workload according to default involvement of a user. If a task is estimated for 10 hours, and a manager schedules it for 2 days, the system will automatically put all hours upfront. It's a move |
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 | Example with one task:  |
Example with overlapping tasks: 10h task is evenly spread out for two days and 5h task is added to firsd day |
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navigate to Configuration tab > Workload Indicator Settings page > Time Tracking section
Change Workload Calculation Algorithm value from BALANCE to LIQUID.
click Update and go back to Dashboard
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Workload Indicator available options:
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for Future and Past Days
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for Future Days including current day
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N/A
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"Exclude past days/weeks/days and today from distributing remaining estimate" option set by default
"Treat Booking items as worklogs in the past" option
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/wiki/spaces/ACTS/pages/193527811
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"Distribute remaining estimate into past days" option
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"Exclude past days/weeks/days and today from distributing remaining estimate" option
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/wiki/spaces/ACTS/pages/193527811
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"Distribute remaining estimate into past days" option
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"Exclude past days/weeks/days and today from distributing remaining estimate" option
Worklogs & Workload Mode
This setting is useful when people log work and the remaining time estimate decreases over time.
To reflect proper planning the remaining estimate is excluded and not spreaded on the past period of time. Keeping this setting will allow people to track their time in a JIRA ticket more precisely.
Indicators is displaying people's actual workload based on tasks remaining estimates in the future and logged hours in the past.
A team member has 15 hours of work from Monday till Friday. 9th of May is the current date and 7th and 8th of May have already passed. The remaining time estimate of 15 hours should not be allocated to the period in the past since nobody will jump to a past date and perform the remaining hours of work.
Estimation and Logged hours
Issue is estimated to 35 hours. Monday and Tuesday are a past days - they are not taken into account.
Estimated hours are pulled upfront to the rest of scheduled period - from Wednesday (current day) till Friday.
If user log work on Monday and Tuesday (8 hours each day) than estimation of the issue automatically decrease. 
Estimation and Overdue tasks
Indicator will show star (*) symbol that some estimated task is overdue in the past period .
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Indicator will show overdue estimated task with logged time as number with star symbol (*) in the past period.
Workload Mode
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Individual Indicator Modes
There are four main indicator modes available:
Workload
Number of Issues
Availability
Worklogs and Workload
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It is important to remember that the time tracking mode directly influences on the workload/ availability calculation algorithm. Please review Time Tracking Modes Documentation to choose the correct mode for your usecase. |
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If you are utilizing story points for estimation, it's important to select the 'Users do not log time' option in the Time Tracking mode, even if your team members are tracking their time. Story points represent a measure of effort and function differently from hourly estimations. These points remain constant regardless of the time logged by users, and our system automatically distributes them across the entire duration of the task. To ensure that story points are accurately factored into the workload calculations, please make sure to set up the Story Points Conversion Factor. |
Workload Mode
Indicators will display people's workload based on remaining
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"Exclude past *period from distributing remaining estimate" option for Workload Mode:
The remaining time estimate of 16 hours should not be allocated to the period in the past since nobody will jump to a past date and perform the remaining 8 hours of work.
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*Available options: days/weeks/days and today on Workload Indicator Settings (Legacy) page.
"Distribute remaining estimate into past days" option for Workload Mode:
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“If worked time isn’t tracked”:
An indicator shows distributed along the durations of the workload of the tasks (The remaining estimates, daily estimates, and events) without showing a logged time:
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Number of Issues Mode
Indicators will display how many issues are assigned to a user for the day, week, or month.
Availability Mode
Indicators will display people's availability based on
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*Available options: days/weeks/days and today on Workload Indicator Settings (Legacy) page.
"Distribute remaining estimate into past days" option for Availability Mode:
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“If worked time isn’t tracked”:
An indicator shows how many hours are still available for the specified day, week, or month taking into account the remaining estimates of the tasks allocated to past and future days as well without
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Worklogs & Workload Mode
This setting is useful when users log work and the remaining time estimate decreases over time.
To reflect proper planning the remaining estimate is excluded and not spread over the past period.
| Info |
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Indicators display people's actual workload based on tasks remaining estimates in the future and logged hours in the past. |
Example
The user has a task assigned from Monday to Friday, he logs work on Monday and Tuesday (8 hours each day) then the remaining estimate of the issue automatically decreases. The indicator will show a number of hours logged for the past (8 hours on Monday, 8 hours on Tuesday) and workload for the future based on the remaining estimate (6.7 hours Wednesday-Friday):
Additional Settings
Exclude Past Days
If ActivityTimeline administrator wants to exclude any past days from the remaining time estimate distribution in Workload and Availability modes as well, he or she can configure this in Configuration:
Go to
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Booking calculation in Workload Indicator
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This works with both BALANCE and LIQUID workload calculation modes.
Estimation and Overdue tasks
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The indicator will show a star (*) symbol notifying that some estimated task is overdue in the past period and isn’t completed.
The indicator will show a star symbol (*) near logged hours in the past if there is an overdue estimated task in the past and logged hours.
Booking calculation in Workload and Worklogs Mode
ActivityTimeline allows to to track time spent not only on Jira issues.The "Treat Booking items as worklogs
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To set an option:
Go to
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To fix this, resize the task and move it up to Friday →
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Configure Working Days
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Working Days Configuration
To change the default weekend options follow the steps:
Navigate
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Edit the number of working hours per day Work hours in day option.
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Indicators for Total Team Workload
The system allows each team member to see the total team workload, total team availability for a specific period of time and switch capacity mode. This information is available at the bottom panel:
Total Team Worklogs is a total sum of logged hours for the whole team in a current week. The value changes when switching the calendar view. Available in Worklogs & Workload Mode only.
Total Team Workload is a total sum of scheduled hours for the whole team in a current week. The value changes when switching the calendar view. Showing how much work is scheduled on a person
Total Team Availability is a total sum of free hours on when the team members are open for any planned work.
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showing the current person's availability, not actual workload
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negative number means that a person is overloaded for -N hours
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0 means that a person is fully busy and is not availability for any upcoming work
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Frequently Asked Question. Read more.
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