Staff Members Workload Report

The Staff Members Workload report presents the staff members workload by period and by roles based on the issues due dates. To access this report, click on the Report tab (or hit '6') and then click on the 'View report' button next to the Staff Members workload report preview. This will bring up the report with the today's date as the default start (From) and end (To) date.  The report will be automatically refreshed when one of its parameters changes.

This report is available for folios and portfolios

If an issue does not have a due date, Tempo Budgets will take the end date of the folio as a fallback.

The report first presents a bar chart showing a bar of assigned hours for each role or member grouped by period: color are automatically assigned based on the number of roles or members.  Hovering the bars will open a tooltip showing the precise assigned hours.  The dates labels on x-axis can be clicked to navigate to the detailed workload information for the period ending on that date.


Staff Members Workload Chart


LozengeDescription
Max. EffortTotal regular hours or capacity of the members based on their availability within the report's period.
AssignedSum of remaining estimates of issues that are not yet earned (done) and that are assigned to the members.
Available

Total available hours of the members. It is computed by subtracting the assigned effort from the maximum effort.
A negative value indicates an overload and the lozenge will turn red.

Issues

Indicate the total number of issues (including "at risk" and overdue issues) .
At Risk

Indicate the total number of issues considered "at risk".
Issues are considered ''at risk'' if their remaining estimate is greater than the time left until their due date.
Note: If at least one issue is at risk the lozenge will turn yellow.

Overdue

Indicate the total number of issues considered "overdue".
Issues are considered ''overdue'' if their due date is before the report''s start date.
Note: If at least one issue is overdue the lozenge will turn red.


Detailed period section

Detailed information for all periods follow the chart.  Each of these sections shows the list of roles, ordered alphabetically and grouped by roles and then by staff member.











ColumnDescription
RolesRoles
Name

Full name of the member. Hovering the name will show the "JIRA user popup" 

Max. EffortTotal regular hours or capacity of the staff members based on the availability within report's the period.
AssignedSum of remaining estimates of issues that are not yet earned (done) and that are assigned to the members within the period.
Available

Total available hours of the staff members. It is computed by subtracting the assigned effort from the maximum effort. A negative value indicates an overload.

IssuesTotal number of issues (including "at risk" and overdue issues) within the period.
Note: You can view the detail list of issues by clicking on the number
At RiskTotal number of issues considered "at risk" within the period.
Note: You can view the detail list of issues by clicking on the number 
OverdueTotal number of issues considered "overdue" within the period.
Note: You can view the detail list of issues by clicking on the number

From/toPeriod start and end dates.
Unassigned

Total remaining hours for issues that are not yet assigned to a staff member.

Since the issue scheduling of this report is based on the due dates, the remaining estimates issues may overlap multiple periods.

E.g.: Issue with a due date on January 31 with a remaining working time of 70 hours. When selecting weekly report period, the issue remaining time will be dispatched over two periods as show below:

  1. From January 19 to January 25                     : 30h
  2. From January 26 to February 1st (due date period) : 40h

Note that remaining hours dispatching take into account the regular hours per days and non working days specified in Folio Configuration.



Issues panel














LinkDescription
Report parameterBring you back to report configuration
View in issue NavigatorBring you to the JIRA issue navigator screen
Issue keyClicking on the issue key bring you the JIRA Issue screen


Configuring the report

To change the period covered by the report, simply set the dates in the From and To fields to whatever dates you want.  The actual period considered will span from the latest of today's date and the date entered in From field. You can specify which frequency the report should use to break down the overall period. For example, selecting Monthly frequency will show you the workload broken down by calendar months. Select Total frequency to get the staff members workload for the whole period, with no break down. You can finally limit the workload considered to a certain number of roles and/or members.  Simply select/deselect the member you are interested in and the report will be instantly refreshed to reflect the new selection.  Selecting or deselecting a role will cause the list of available members to be updated accordingly. See the table below for detailed information about report parameters.

Staff Members Workload report parameters


Staff Members Workload report parameters details

Grouping By
  • Role: bars in the chart represent roles
  • Member: bars in the chart represent staff members
From

Start of the time frame for that report. The start date can be any date from today's date to any date in the future.
Note that clicking on today link set the report start date to today's date.

Start date

If the report start date is before today, the report start date will use today's date as start date.

To

End of the time frame for that report.

 Notes:

  • Clicking on folio end link to set the report end date to folio end date.
  • There is no end date limitation as for start date, therefore issues within the Folio's scope and with due date within the selected report end date are included
Display results by

This allows you to break down the information by week, 2 weeks, 4 weeks, Quarter, Calendar Year, or Fiscal Year. Total means no breakdown will occur; all issues for the selected period will be included in a single section. Note that report start date "day" will be the periods starting day. This means if your report start date is a Tuesday and the frequency is Weekly the report will display weekly expenses from Tuesday to next Monday. 

RolesRoles to be included in the report
MembersStaff members to be included in the report
AccountThis allows you to display amounts of all expenses/revenues and worklogs of issues link to the selected account.
LabelsThis allows you to display amounts for the selected Jira Issue Label. (not available at the portfolio level)
Note : see Using Labels for more info on.


Printing the report

Selecting Printable in the report's action menu found at the top right of the report's parameters panel provides a printer-friendly version of the report.

Printable version of the report

















Exporting to Excel

The Staff Members Workload report can be exported to Excel format to give you all the latitude you need to further digest, analyze or graph the data. Do it by selecting Export to Excel item in the report's action menu found at the top right of the report's parameters panel. The parameters that were used to generate the report can be found on the second tab of the generated spreadsheet.

Excel export of the report