Forum Discussion
BlakeHarrison
5 years agoQrew Captain
Michael -
Are you looking to do something that is very broad and just really looks at a Person's standard bandwidth allocation vs their current workload assignment? (Ex: Joan can handle 6 Projects and she's currently working on 4, so she's at 67% of her Capacity)
OR
Do you need to get much more in depth where you might take into consideration that person's actual daily schedule, PTO, Holidays, etc? (Ex: Joan works 10 hrs/day, 4 days a week, but is on vacation the 3rd - 10th....etc., etc., etc.)
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
Are you looking to do something that is very broad and just really looks at a Person's standard bandwidth allocation vs their current workload assignment? (Ex: Joan can handle 6 Projects and she's currently working on 4, so she's at 67% of her Capacity)
OR
Do you need to get much more in depth where you might take into consideration that person's actual daily schedule, PTO, Holidays, etc? (Ex: Joan works 10 hrs/day, 4 days a week, but is on vacation the 3rd - 10th....etc., etc., etc.)
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
- MichaelBretton5 years agoQrew MemberHi Blake,
Thanks for your reply - No, I don't think I need to drill into the specific in-depth details of a person's schedule like you mention in the second option....I just need to get a handle on their current bandwidth like the first option, but with the capacity levels and project weighting in-line with the table I posted above.
Hope that makes sense?
Thanks,
Michael- BlakeHarrison5 years agoQrew CaptainI agree with Jen's suggested setup. Taking into account your original list of roles and their points value, it sounds like you may have multiple users/roles assigned to each project. With that in mind, I think a structure like this would be a good starting point:
The Roles table would be where you would define the Role and their associated Points. Project Role would then combine the Role, User, and Project. And the Users table would allow you define their capacity as well as do the summary field Jen mentioned from the Project Roles.
If you don't have the need for multiple Role assignments per Project, then just eliminate the Project Roles table and move the User and Role relationships to the Project directly.
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------- MichaelBretton5 years agoQrew MemberBlake and Jen,
I really appreciate your replies here, thank you!
@Blake Harrison - in your image, does that mean the relationship would be like 'users have many project roles', 'roles have many project roles, 'projects have many project roles' ? Or the other way?
@Jen Hamilton - Sadly whilst this does make sense I can't picture in my mind how I would add the project levels and points system and the comparing to the capacity - I'm a very inexperienced app builder, unfortunately!
Then back at the User Details table I add a summary field that counts their number of active items in each relationship (such as projects.)
You could setup this basic relationship counting projects, then add project levels with a points system to your Projects table and bring it over to the User Details table as an additional summary field. Finally, make a formula field to compare it to capacity and a summary report to display this data.āā
------------------------------
Michael Bretton
------------------------------