Seeking Insights on Adjusting Planned Efforts in Workload Widget

Hello everyone,

I hope this message finds you well.

I’ve been utilizing the workload widget in monday.com and encountered an issue with the distribution of Planned Efforts when selecting the split/sum option. Specifically, the Planned Efforts are divided equally, leading to an imbalance in capacity allocation. In some cases, this results in overloading certain periods, while others show fewer hours than necessary.

Could anyone provide insights or recommendations on how to avoid this equal distribution and instead adjust the capacity more accurately? Ideally, I would like to allocate hours in a customized manner to reflect actual project needs and team availability more effectively.

Any guidance or best practices on achieving a more precise and tailored allocation would be greatly appreciated.

Thank you in advance for your assistance!

Hi there,

To address the equal distribution issue with the workload widget, try the following:

  1. Manual Adjustments: Instead of using the split/sum option, manually allocate hours to reflect actual project needs. This allows for more precise control over capacity.

  2. Custom Workload Settings: Go to the widget settings and customize the workload capacity based on your team’s availability and project requirements.

  3. Utilize Dependencies: Set up task dependencies to ensure that workload distribution aligns with your project timeline and team capacity.

These steps should help achieve a more accurate allocation of Planned Efforts.

Hope this helps!