Kelloo

When you exclude a project the project timeline is still shown in the plan but the project data is excluded from utilization and allocation calculations, the dashboard and certain reports.

Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.

Here are some use cases for excluding a project:

• To model stopping / cancelling a project.
• You want to enter allocation data for an un-approved project in your plan and optionally include it to see the impact on your resources.

Here is a summary of the effect of excluding a project.

Planner

The project's work is excluded from allocation and utilization calculations. Excluding a project releases any resource capacity that was allocated to the project.

Utilization view(s)

The project's work is excluded from the utilization heatmap and utilization charts calculations.

Dashboard

All data for the project (labor, budget, benefits and costs) are excluded from the dashboard.

Reports

Depending on the report, excluded projects may or may not be included. Learn more.

To exclude or include a project

In project view or priority view, select the project bar then select exclude or include project.

Alternatively, select the what if control at the top of the planner.

Toggle to include or exclude projects from the planner. 

The utilization panel will filter to show the roles and resources involved in the project you are including or excluding.

Excluded work pauses

Excluded work will pause and the remaining work estimate and timings remain as is and will not automatically adjust each week.