New Planned Effort Hierarchy

New: Planned values now follow a clear hierarchy, starting with your project budget and flowing through the new list planned effort down to individual tasks and subtasks. Subtasks consume the planned effort of their parent task, which means no more double counting. You can see and trace the comparison between planned and tracked effort at all levels in Project > Times.

How it worked before

• Each task had its own planned value. There was no connection between parent and subtasks.
• Planned values from parent and subtasks were added together; the sum gave you the total planned time for the project.

How it works now

• Planned effort is consumed along the hierarchy, not added up.
• Subtasks always relate to the planned effort of their parent task and "consume" that portion.
• In Project > Times, you see at every level what's planned, what's distributed to subtasks, and what's been tracked.

Setting planned values in awork

When you set a planned value, you'll see two displays

• Available (top-down): shows how much planned effort is still free at the higher level.
• Assigned (bottom-up): shows the planned values already used in the lower structure.

So you can either distribute downward from your total planned effort or derive upward based on your detailed planning.

Impact on workload

For parent tasks, only the portion that hasn't been distributed to subtasks counts toward workload. You can set workload manually: each team member can have their own workload value, even if it differs from the task's planned value (for example, if you mainly plan with parent tasks).

KPIs

There are fewer, clearer KPI blocks in task and project details. The "Planned vs. Tracked" widget now consistently follows the hierarchy (no double counting).

Setting: temporarily disable

• If the switch is disrupting your planning, you can temporarily turn off hierarchical reporting in your workspace settings.

A heads up: this option is temporary. We recommend switching over soon to avoid double counting going forward.

What should you check?

• Projects with parent and subtasks where planned values are set at both levels.
• Project > Times and the Planner for changes in totals and workloads.
• Adjust planned values if needed and let your team know.