Solution overview This solution includes the new "Work Allocation" entity which allows to track allocations for teams; calculate total and remaining allocation time and count planned costs based on Team Rates. Solution setup Note: solution calculates Allocated Costs based on Team
This solution includes the new "Work Allocation" entity which allows to track allocations for teams; calculate total and remaining allocation time and count planned costs based on Team Rates.
Note: solution calculates Allocated Costs based on Team Rates - so corresponding Team Rate solution should also be installed; "Rate" items should contain "Hourly Rate" values.
Limit Rates Access
To make rate information available to a limited group of people, create a separate portfolio (project) called “Budgeting”, for instance, and adjust an automation rule to create rates in that portfolio (project). By assigning people to this project you will provide access to the cost details (see video below on how to set up AR).
Note: people who don't have access to 'Budgeting' Portfolio (Project) won't see anything on the Rates tab on a Team view.
After solutions' installation new card type appears at the system: "Work Allocation".
"Work Allocation" item calculates Total and Remaining Allocated Hours and Costs based on Planned Start/End dates, Percentage and Connected Team values.
In case User's or Team's assignment for the planned time period exceeds 100%, "Overloaded" marker will be activated.
See how Targetprocess aligns and empowers business and IT with the help of powerful integrations.
Targetprocess facilitates enterprise agility at all levels by enabling both Business and IT to work in one holistic solution. To help ensure value flow visibility and collaboration across the entire enterprise, Targetprocess allows a powerful set of integrations covering use cases for different levels and roles within organization.
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