The User Workload Report provides a real-time overview of all currently assigned projects for each staff member across the platform. This report does not include upcoming projects, focusing instead on the active workload distribution.
Key Benefits:
✅ Resource Allocation – Ensure workloads are evenly distributed among staff members to prevent overloading or underutilization.
✅ Capacity Planning – Identify team members with availability for new assignments.
✅ Deadline Management – Track open projects and ensure deadlines are being met efficiently.
✅ Performance Evaluation – Assess workload balance to optimize efficiency and identify potential bottlenecks.
✅ Client Communication – Ensure projects are progressing as expected and address any resource constraints.
✅ Workflow Optimization – Improve internal processes by adjusting assignments for better workload management.
By effectively managing staff workload and project assignments, firms can increase productivity, enhance client satisfaction, and achieve business goals more efficiently. 🚀
1. Navigate to Black Ribbon > Reports > Staff Workload
2. Expand/Collapse User detail by clicking +/- to left of each user
3. Project count assigned to user and summary of hours billed by user
4. Task count assigned to user
5. Sort report detail by desired column Ascending/Descending
6. Export All or Single User Assigned Project Detail
7. Reassign the Project or Update Project Status using the "Reassign" button on Project row
8. Go directly to Project detail by clicking on Project Name
9. You can filter the report by searching specific criteria
-Client
-Project Status
-Project Templates
-Due Date
-Deadline Date