Task data deep dive - how do tasks work?

Modified on Thu, 14 Nov, 2024 at 9:29 PM

The total number of hours logged comes from WFM/XPM and includes the hours logged using PlanRight which gets sent to WFM/XPM (if your Export Timesheets setting is switched on in Sync Settings


The total number of hours allocated only comes from PlanRight. Each time you allocate a task to a staff member's calendar and add hours, this figure is updated. 


The total number of Estimated Effort only comes from WFM/XPM. This is the Estimated Hours figure that you assign to each task within a job.  


The blue box  in this example shows the tasks that make up the job. The box is blue in this example, but it may not be blue for you, as the colour changes based on client, task, job, manager or assigned staff member depending on your Colour mode settings


The above job is relatively simple, so it just has one task - 6 hours of QA. 


A more complicated job may have more tasks:



This job has three tasks - client meeting (2 hours), design (120 hours) and planning (2 hours).

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