Can I exclude booked effort from workload chart

Hi,

We're starting to make more use of booked efforts to enable us to do some longer-term planning.

I have created a high-level projects and assigned booked effort to a number of my users for each project. This is now appearing on the respective users' workload chart alongside their task-based planned effort. I accept this is by design and makes a great deal of sense, after all, if it's planned it should happen.

However, some of these projects may or may not happen, so it would be very useful to be able to configure the workload chart to exclude booked effort. That way, I could create two charts - one that combines project-based booked effort and task-based planned effort, and one that only shows task-based planned effort.

Is this possible?

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Comments

Basudha Sakshyarika

Hi @Phil Taylor! 🙋🏻‍♀️ It looks like you've already been in touch with our Support team about this. I hope the conversation was helpful. Let me know if you need anything else. Thank you! 😊

Jeffrey Bond

Wondering what the fix was?

Phil Taylor

Hi @Jeffrey Bond, unfortunately there was no fix - there's no way of automatically converting booked time to task-based effort. You just have to remove the booking manually once the project has been fully resourced. It's not great but kind of works!

Jeffrey Bond

Thanks Phil, appreciate the follow up.