Workload Plugin for Redmine

A complete rewrite of the original workload-plugin from Rafael Calleja. The plugin calculates how much work each user would have to do per day in order to hit the deadlines for all his issues.

It also calculates this information for a group. It calculates issues (number and hours) that are behind schedule and calculates issues that are unplanned (number and hours) so far.

To be able to do all this calculations, the issues start date, due date and estimated time must be filled in. Issues that have not filled in one of these fields will be shown in the overview, but the workload resulting from these issues will be ignored.

New Features in Version 3.0.0

:warning: Possible Breaking Change for PostgreSQL user

API support for workload CSV export

When you have your API enabled in Administration » Settings » API » Rest web service then you can download your CSV export via CronJob for example.

With curl you would get your data with:

curl -X GET -H "X-Redmine-API-Key: <your-api-token>" https://<domain.tld>/workloads.csv?encoding=<encoding> > workloads.csv

The encoding options are the same as on the page itself and might depend on your language choice.

workday settings

Workday settings are fixed now (see #27) but lead to restrictions for PostgreSQL user.

:warning: With PostgreSQL installed you need to run Ruby 3.1.z!

New Features in Version 2.2.0

how to decide if an issue is overdue

Redefines the overdue state of an issue. Instead of comparing issue.due_date with the User.current.today (as in Issue#overdue?) it will compare by the date given by the user.

This change allows a workload analysis independent of the current date leading to more meaningful scenarios.

New Features in Version 2.1.0

consider workload of parent issues

By default parent issues are ignored when calculating workloads. With this setting the administrator can change the default behaviour by considering also all parent issues in the calculation.

New Features in Version 2.0.x

Fortunately the German company MENTOR GmbH & Co. Präzisions-Bauteile KG invested in this project to make these features possible:

support of Redmine 5

Version 2.0.2 supports Redmine 5 and is backward compatible with Redmine 4.

style-rework

The actual table has been a bit bulky and sticked out from the formatting of other areas. Especially when using themes like Purplemine. Now the css has been reworked to make the style more compact and gantt-like.

workload per group

This introduces a new level of information for issues adressed to groups. It now can show informations about issues adressed to a group and calculates the workload of this group. To avoid missleading informations therefore each user needs to define the group where he/she puts his/her effort in.

unplanned issues

The Plugin now calculates "unplanned" issues. This applys to issues that dont have a start date or a due date. The result now is shown close to overdue issues.

export

The only way to have a look on the data was the workload page. There has been no way to transfer data, e.g. to excel, to draw some charts. Now there is a feature to export the workload per user and per role to build charts external.

Changelog

See CHANGELOG for a comprehensive overview of all changes.

Installation / Uninstallation

Please refer to redmine.org -> Plugins

How it Works

Configuration

There are three places where this plugin might be configured:

1. In the plugin settings, available in the administration area under plugins. You can configure working days, thresholds here and set global holidays.

2. In the roles section of the administration area, the plugin adds new permissions as described below. There is no need to configure this plugin on project level.

3. On the workload page each user can setup his vacations. Here thresholds can be set divergent to global configuration. The main group needs to be set.

Permissions

The plugin shows the workload as follows:

• An admin user can see the workload of everyone and configure user independent settings.
• Any normal user can see workload as configured per role under project permissions:
  • view own workloads: a role with this permission can see own workload
  • view own group workloads: a role with this permission can see workloads of all users in his/her configured main group
  • view all workloads: a role with this permission can see workload of everyone.
  • When showing the issues that contribute to the workload, only issues visible to the current user are shown. Invisible issues are only summarized.
• Any normal user can configure own settings as set per role under project permissions:
  • Edit national Holidays
  • Edit own vacations
  • Edit own workload thresholds

Holidays, Vacation and User Workload Data

National holidays and user vacation is counted as day off (like weekend). Admins can setup National Holidays in plugin settings. Users can get permissions to setup their vacations and workload data with 'Roles and permissions'. You can specify user(s), who should be able to setup national holidays with 'Roles and permissions'.

CSV-Export

Here you can export the values that are shown in the browser to use it in other systems (e.g. draw charts).