Flux Planner: Resource Timeline

Important alert.001.png

This article covers legacy Flux Capacity functionality.
  • If you are in the beginning stages of setting up resource management functionality in your org, or if you are already using TaskRay Resource Management features, refer to the new Resource Management documentation.
  • If your organization currently uses Flux Capacity for resource management, use this article if you need to get information on Flux functionality.
If you have any questions, reach out to TaskRay Support.

 

Resource Summary Row

Each Flux Resource has a top-line stats bar that summarizes all of the Projects and Tasks displayed in the timeline.

Color coding of the summary row blocks is based on the following:

  • Blue = Greater than 0 hours, less than or equal to 100% forecast utilization
  • Red = Greater than 100% forecast utilization or >0 hrs work assigned on a day with 0 capacity (Queues and Time Away dates)
  • Grey = 0 hours forecasted
  • Orange = Time Away present
  • Light Blue = Resource with 0 hour Utilization Target (typically Queues)

Examples of each are illustrated below:

Image_1.jpg

Within the Resource Timeline, you can easily drill down from a Flux Resource to see the underlying TaskRay Project and TaskRay Task data that makes up the summary stats.

Drill-down: Project level

Click on the arrow icon next to a Resource name to open underlying TaskRay Project details as shown below.

Image_2.jpg

Above, we see the 5 TaskRay Projects that have Tasks assigned to Andrew Franklin within the date range of the timeline.

TaskRay Project daily summary stats are comprised of the following elements:

image_3.jpg

  1. Daily Forecast Hours (4 hours of work forecast for the Sunnyside Resort Project on Sept 22)
  2. Project Utilization % -- ie. How much of the Resource’s total capacity is filled by this Project? (Daily Forecast Hours / Daily Resource Capacity = 50%)

Drill-down: Task level

Click on the arrow icon next to a Project name to open underlying TaskRay Task details as shown below.

image_4.jpg

Above we see the 2 TaskRay Tasks related to the Dynamite Springs Project assigned to Andrew Franklin within the date range of the timeline.

TaskRay Task daily summary stats are comprised of the following elements:

image_5.jpg

  1. Daily Forecast Hours (2.4 hours of work forecast for the “Customize Solution” Task on September 22)
  2. Task Utilization % -- ie. How much of the Resource’s total capacity is filled by this Task? (Daily Forecast Hours / Daily Resource Capacity = 30%)

Hyperlinks

The following elements of the UI are hyperlinks that launch Salesforce record detail pages:

image_6_Hyperlinks.jpg

  1. Flux Resource
  2. TaskRay Project
  3. TaskRay Task

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request