It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item. It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.
In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person. So our monthly close work item would be broken up into, say, three work items: Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does.
It seems to me that this will lead to much more clarity around time budgets. What am I missing?
I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the account manager and the account manager to kick off the final stage for the advisor.