Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
I suggest that you decide which weeks management wants to look at. Hopefully they will say like "well we usually only look out about 6 weeks.
So make a summary fields on the Employee Record to summarize the allocated hours for the current week. call it [Allocated Hours Current Week]
The filter on the summary will be
where date is during the current week.
The copy the field and called it [Allocated Hours Current Week + 1]
Adjust the summary filters to be where
ALL of
Date is during the next 1 weeks
duplicate to
[Allocation Hours Current Week + 2]
Adjust the summary filters to be where
ALL of
Date is during the next 2 weeks
Date is not during the next 1 week
and keep going so the +3 will be
Adjust the summary filters to be where
ALL of
Date is during the next 3 weeks
Date is not during the next 2 weeks
The you can make a report when any of those say 6 summary fields is > 50 hours or whatever the threshold of concern is.
If they want more weeks out well, just turn up the music real loud and keep on duplicatin' that Summary field. It's pretty quick once you get the rhythm of the mental pattern going for the field duplication.
So make a summary fields on the Employee Record to summarize the allocated hours for the current week. call it [Allocated Hours Current Week]
The filter on the summary will be
where date is during the current week.
The copy the field and called it [Allocated Hours Current Week + 1]
Adjust the summary filters to be where
ALL of
Date is during the next 1 weeks
duplicate to
[Allocation Hours Current Week + 2]
Adjust the summary filters to be where
ALL of
Date is during the next 2 weeks
Date is not during the next 1 week
and keep going so the +3 will be
Adjust the summary filters to be where
ALL of
Date is during the next 3 weeks
Date is not during the next 2 weeks
The you can make a report when any of those say 6 summary fields is > 50 hours or whatever the threshold of concern is.
If they want more weeks out well, just turn up the music real loud and keep on duplicatin' that Summary field. It's pretty quick once you get the rhythm of the mental pattern going for the field duplication.
QuickBaseCoachD
7 years agoQrew Captain
re:But management wants to notified in email instead of just looking at the summary report.
It would be a daily subscription to the report I described above. The report would be called EE's with >Hours Allocated hours in the next 6 weeks.
As for your 2nd question it is hard for me to answer without seeing how the Pm allocate hours, but you could calculate the week identifier of the week(s) that are over allocated by formula and show that on some report or the drop down list for the EE.
For example, today is January 29th. If I was an EE who was over allocated for the bucket +1 and +2, it could read
Mark Shnier (Feb 4!, Feb11!)
David Hoover
Fred Flintstone
So in the example above they would not allocate me more hour, but give the hours to you or Fred as they are not in warning.
You would not need to show the year as that is obvious. The formula would calculate what the first Monday is of the week that is over allocated.
It would be a daily subscription to the report I described above. The report would be called EE's with >Hours Allocated hours in the next 6 weeks.
As for your 2nd question it is hard for me to answer without seeing how the Pm allocate hours, but you could calculate the week identifier of the week(s) that are over allocated by formula and show that on some report or the drop down list for the EE.
For example, today is January 29th. If I was an EE who was over allocated for the bucket +1 and +2, it could read
Mark Shnier (Feb 4!, Feb11!)
David Hoover
Fred Flintstone
So in the example above they would not allocate me more hour, but give the hours to you or Fred as they are not in warning.
You would not need to show the year as that is obvious. The formula would calculate what the first Monday is of the week that is over allocated.