Resource Allocation with Structure

When team members are working on multiple projects, it can be difficult to track how much work everyone is doing. Using Structure, you can track allocation across projects and reassign work on the fly.

Step 1: Build a Resource Allocation Structure

Insert work items from every project/board the team members work on, and then group them by Progress and Assignee.

To create a new structure:

1. Open the Structure Selector menu and select Create New Structure

2. Add all the work items: +Add | Insert | Basic Insert

3. Group work items by Status: +Add | Group | FIeld | select "Status"

4. Group work items by Assignee: +Add | Group | Field | select "Assignee"

Step 2: Add Columns to Compare Workloads

Structure columns allow you to visualize multiple data points in a single view. We recommend one or more of these:

• Status

• ∑ Story Points (if you’re using them)

• ∑ Original Estimate

• ∑ Remaining Estimate

• A custom  formula  to calculate the remaining effort

Using a Totals columns, the values for individual work items are aggregated up to their assignee, so you can evaluate workloads at a glance.

Step 3: Drag Work Items to Reassign

To assign/reassign tasks, simply drag work items from one assignee grouping to another.

Optional Enhancements:

• To allocate resources at the group level, group work items by a custom Team field instead of Assignee.

• Add a WSJF column to prioritize work items, and select Sum over sub-items to balance priorities across resources.

• Manage allocation across sprints by adding a Group by Sprint generator. (Haven't assigned sprints yet? Check out  Sprint Planning with Structure !)

• Try Planner by Tempo to plan resources and capacity for your team.