Hi, we have a team of about 10 members and I'd like to define a level of effort task (like attending the team meeting) for all members. How can this be done?
Kind regards, Pascal
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To begin, create a task in the WBS representing this item. Give the task a time estimate of 0, and assign all team members to it.
If you have a number of different items like this, you can create several such tasks. I recommend organizing them all under a shared parent, with a name like "Overhead Tasks."
When entering hours-per-week in the team member list, do not include the time that will be spent on these overhead tasks.
After the tasks are copied down into team member plans, individuals should open the Task & Schedule window, highlight the task, and click the "Exclude Task" button. (If you used the 'Overhead Tasks' idea I suggested above, they can just exclude the parent, and this will flow down to all of the children.) Save this change.
Each team member will need to take this step in the Task & Schedule window; there is not an automated way to request it centrally. Excluding the task is important, otherwise the actual time spent there will affect direct time ratios.
In the team dashboard, you will be able to click "View Team Time Log" and then click the "Time Card View" button to see how much time is being spent each week on these activities.
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
Hi, we have a team of about 10 members and I'd like to define a level of effort task (like attending the team meeting) for all members. How can this be done?
Kind regards, Pascal
To begin, create a task in the WBS representing this item. Give the task a time estimate of 0, and assign all team members to it.
If you have a number of different items like this, you can create several such tasks. I recommend organizing them all under a shared parent, with a name like "Overhead Tasks."
When entering hours-per-week in the team member list, do not include the time that will be spent on these overhead tasks.
After the tasks are copied down into team member plans, individuals should open the Task & Schedule window, highlight the task, and click the "Exclude Task" button. (If you used the 'Overhead Tasks' idea I suggested above, they can just exclude the parent, and this will flow down to all of the children.) Save this change.
Each team member will need to take this step in the Task & Schedule window; there is not an automated way to request it centrally. Excluding the task is important, otherwise the actual time spent there will affect direct time ratios.
In the team dashboard, you will be able to click "View Team Time Log" and then click the "Time Card View" button to see how much time is being spent each week on these activities.