When assigning resources to tasks, the tasks' estimated hours should automatically be added to allocation under team tab

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  • Idea
  • Updated 2 years ago
  • Not Planned
When I'm in a project, and adding tasks, I am asked for what resource to add to the task and the estimated hours. After I complete this, I still have to go to the Team tab and manually add the hours for the resource. It would be more streamlined if the allocation of hours were automatically added to the team members assigned to tasks. You can divide the hours evenly if there are more than 1 person to a task, and you can spread out the hours based on the start and end date. 

For example:

Project A
Task 1 - 40 hours - May 1-31 assigned to Tom and Jerry
Team Allocation tab shows that in May, Tom is allocated 20 hours and Jerry is allocated 20 hours. 

Project A
Task 2 - 20 hours - May 1-31 assigned to only Tom
Team allocation tab updates and shows that in May Tom is allocated 40 hours (task 1 + task 2)
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Ariel

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi Ariel,

Thank you for using the Replicon Community!

You project estimation is resource based. Here is how it goes. In order to calculate Estimates, don't assign Estimated hours to the Task, instead go to Resources tab and allocate the hours to resources. You can follow the below steps:

Go to Resource Management
Click on Show Projects Under the User Name
Add the Allocation 
Then choose Assign to Task
This was the Estimates will be done based on the allocation

Thanks,
Aashnee
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Ariel

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Hi Aashnee, I'm not sure what you're saying. Is there anyway for you to show me in a screenshare of some kind? I tried adding hours in the allocation tab, then assigning the person to a task, but the hours don't show up in the task hour estimation. 
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Aashnee Kamboj, Community Moderator

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Hi Arial,

Sure. Please tell me a convenient time to reach you tomorrow, so I can schedule a call accordingly?

Thanks,
Aashnee Kamboj
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Ariel

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anytime after 3:30pm EST. 
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Aashnee Kamboj, Community Moderator

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Hi Ariel,

Thank you for the confirmation.

I am summarizing the concern below and forwarding the same to our product management team:

1. You want the actual hours of the subtasks to sum up and show at the parent task level

2. Once you allocate a certain amount of estimated hours to a task, the allocation should be automatically allotted to the resources, rather than going to the team - allocation section and manually allocated resources.

THanks,
Aashnee Kamboj