Replies posted by Rachel_Smith

5 Replies

T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Google Drive DMS

Following.  This would be a key update for us.

28
A
Beginner
5 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Capacity Planning, time budgets - how best to set up work items

I have a similar view saved in my work kanbans.  The budget vs the allocated budget just drives me crazy.For instance, a month end work item I just looked at has 6 hours budgeted for the client lead and 2 for the bookkeeper.  The bookkeeper is the current assignee of the work item so it has 8 hours under her name as “budget”.  Under “allocated” I understand that 2 hours are included there. But when I look at the work card in the column all you can see is “8 hours”.  It doesn’t show that the bookkeeper is only assigned 2 of those.  And then in the client lead’s column, it shows she is “also working on” that month end item, but does not show that she has 6 hours assigned to that item. When looking at capacity planning for team, I should easily be able to see that the bookkeeper is budgeted for 2 hours on this job and the client lead is budgeted for 6.It’s just so not intuitive.

13
Rebecca Williams
Sr. Karbon Community Guide
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Capacity Planning, time budgets - how best to set up work items

Here we go, back to excel and google calendar! It’s so hard when you have a complicated tool like Karbon and you think it can do everything for you and it just can’t.Karbon’s biggest selling point for me right now is the team collaboration features - commenting on emails and work items, client timelines.  If I could get that in another software program for less than $75/seat I would move in a heartbeat.  Because you can make a process checklist and put client notes anywhere.  

13
Rebecca Williams
Sr. Karbon Community Guide
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Capacity Planning, time budgets - how best to set up work items

Thanks for the feedback.Part of me just wants to keep a list in Excel of all our work items and the time budget per person.  I am trying to figure out the real need here.We block our calendars with all repeating work items so that is maybe our best indication of open capacity.  Maybe we just keep getting better at that….and work toward making our workflow system simpler rather than more complicated.

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Rebecca Williams
Sr. Karbon Community Guide
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Help! How many hours is my team budgeted to work?

 So are you saying that the budget and the allocated budget are two entirely different things?And the one I want is maybe the “allocated budget?”Since we reassign work items to different team members as we go through the process, then maybe the master “budget” is a nonsensical number for us.  I mean I don’t care how many hours Haley is “responsible” for on a moving target that may be assigned to someone else at any moment.  I care about how many hours she’s actually budgeted to work.And I won’t even ask, but I am guessing there is no way for me to see what makes up those 28 hours of “allocated budget”.

3
Victoria Peters
Sr. Community Champion
1 year ago

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