My band-aid system:

At the bottom of my outline list, I created a task (as a folder) with a long 
string of dashes to visually separate my deadline-free or soft deadline tasks 
from the hard deadline tasks/projects. Under that (as siblings) I created 
projects, each named for an upcoming Monday to Friday date range (e.g. "Jan 24 
- Jan 28", "Jan 31 - Feb 4", etc). I created 12 or 13 of them as that suits my 
needs at the moment.

I then went into my outline and selected my projects and tasks with hard 
deadlines and slipped them in the weekly folder that corresponds to their 
deadline. If a deadline is early in the week, say a Monday or Tuesday, I slip 
it in the week before (again, your needs may vary). I then went through the 
project (as I moved it, so I didn't forget) and pulled tasks that needed to be 
done earlier out from their parent project, and placed them in earlier weeks 
according to their deadlines. (I also added a suffix with the project's name or 
initials so I would still know where it came from or, for multiple tasks, kept 
them under a parent task with no information other than the project initials or 
name.) I made certain each task had duration estimates. If I wasn't yet certain 
of all the tasks that needed to be done for a specific project, I created 
placeholder tasks that I will replace with specific tasks as the project gets 
fleshed out. (So they could be spread out as necessary, which comes later.)

I then created a placeholder for tasks that recur each week. I left their 
recurring tasks above the dashed line, but created a "recurring items" task 
(with subtasks so that I can easily adjust if a recurring item, like a weekly 
committee meeting, gets cancelled, but that's likely unnecessary for many 
people). I also endured the time estimates were accurate for those. I then 
copied that group of tasks and pasted one into each week.

Finally, I went to the top level of each week, beginning with the farthest into 
the future, and, since it's a project with the tasks and projects in that week 
as children, I could easily see how many hours were booked for that week. I 
moved tasks to earlier weeks as necessary to even out the workload and leave 
room for unexpected items. I then moved backwards to the previous week and did 
the same, and repeated for all weeks. 

There were a few other tweaks (like a "deadline management" context to those 
tasks in the bottom half of my outline, so that I can easily manipulate 'to do' 
views) but I think they were relatively specific to my needs so I'll spare you 
a longer email than I've already created.

Once I had done this, the to do views became useful again because I didn't have 
that am-I-going-to-hit-a-bottleneck question gnawing at me and actually knew 
what really needed to be done at any given time. Over the last week, with that 
distraction/concern/stress removed, I have been much more productive and less 
distracted. Knowing that things are ~really~ properly planned out has freed me 
up to do the strangest thing: get the work done. 

I hope you find this useful. Obviously ymmv. 

Sent from my iPhone

On 2011-01-23, at 6:27 AM, "Richard Collings" <[email protected]> wrote:

> Thanks for the update on SmartPlans – won’t waste time on that one in the 
> short term.
> 
>  
> 
> Toms Planner does not provide any mechanism for entering times and 
> calculating day by day or week by week workloads.   It is just a visual 
> planner but I find having a visual plan which I can eyeball to see potential 
> clashes very helpful, particularly if it is very quick to update (which it 
> is).  So not ideal but the best thing I have found so far to complement MLO.
> 
>  
> 
> It also good because you can put other people’s work on it as well and see 
> the relationship between what you are doing and everybody else.
> 
>  
> 
> And I would agree with  you with regard to the absence of anything that helps 
> you with the ‘How much work have I got on during period x’ problem.    
> Microsoft Project does it but it is complicated to use and expensive as it is 
> designed to support very large projects.
> 
>  
> 
> I think it is partly the GTD mindset that says (as far as I understand) 
> “don’t bother with forward planning it is a waste of time.”.   This works 
> fine for things like household tasks where there are no particular deadlines 
> but is useless for you and I who have clients/customers who expect things 
> done by certain dates and, rightly, are not very happy when you miss those 
> dates.  
> 
>  
> 
> The view which was expressed recently that it wouldn’t help if you did know 
> whether you could take on an extra piece of work, just doesn’t apply as quite 
> often people will accept a delay in starting a piece of work but find it much 
> more problematic if you fail to deliver by the agreed date (as they have then 
> planned in other activities around your delivery date).  And even if they go 
> elsewhere,  they may come back later whereas,  if you take it on and then 
> don’t deliver you then have a seriously unhappy client (or you find yourself, 
> yet again, working an 80 hour week).
> 
>  
> 
> So I, for one (and there are clearly many others here),  would welcome 
> something in MLO which helps us see more clearly what is coming up in the 
> next few weeks and the workload implications of that.   Not easy but I think 
> many of the elements are in place.   And as you say,  I think it would fill a 
> significant niche.
> 
>  
> 
> I would also be interested to hear how you have achieved something in MLO 
> that helps you with this task.  I use a ToDo view that groups ‘Key Tasks’ 
> (which are higher level tasks that I flag)  by Start Date which helps but I 
> just don’t find the visual layout very helpful and there is nothing that sums 
> the time allocated to each task by day or week.
> 
>  
> 
> Richard
> 
>  
> 
> From: [email protected] 
> [mailto:[email protected]] On Behalf Of Mary Renaud
> Sent: 17 January 2011 8:05 PM
> To: [email protected]
> Subject: Re: [MLO] Preventing bottlenecks due to conflicting/crashing project 
> deadlines
> 
>  
> 
> Hi Richard,
> 
> Yes, it is a mobile app (iPhone/iPod/iPad) and I downloaded it yesterday to 
> give it a try as a complimentary tool. It's a good concept but too buggy to 
> use. While I love that it allows you to enter the end date, start date, and 
> total hours for a project and then it gives you a graph with your workload 
> (along with a line that lets you see whether it's above/below the workload 
> you want) so that you can change dates to make everything fit the amount of 
> hours you have available, it crashed many many (many, many) times during use. 
> So many times that I would consider it utterly unusable (I would say an 
> average of less than 30 seconds of use before crashes). I tried the company's 
> fix as listed on their website and this changed nothing. My iPhone is under 2 
> months old so it's not that my OS is too old.
> 
> I will have a look at Tom's Planner as a compliment as well. Thanks
> 
> I seem to have come up with a temporary system that works inside of MLO. It 
> took a long time to set up and I'm still tweaking it but I will be glad to 
> share it when I see if it works properly. I'd gladly create and upload a 
> template as well if there's room for that here somewhere.
> 
> What I don't understand is why so few pieces of software include a "How much 
> work have you booked for period X" feature. Any of the good ones have you 
> estimate your time per task or per project as well as deadlines and lead 
> times so the data's all there. How is it that SmartPlans claims to be the 
> first to have this type of feature. Unless you have only one project (or very 
> flexible deadlines), it can get very complicated very fast. In fact, when I 
> did create my makeshift system, I realized that I had a week where I had 93 
> hours of work booked (to fit into a 42.5 hour week). Had I continued using 
> the "today forward" method I would have either missed deadlines or had a VERY 
> bad week! Seeing that allows me to adjust start times and spread the work out 
> so that I wouldn't wind up with that kind of a crunch.
> 
> If I can think through a helpful way to phrase a feature request (i.e. try to 
> find what the minimum is that is needed for this so the programmers can get 
> the most bang for their programming-hours buck) I'll do so. It seems like 
> something like this would pull a program, especially as full-featured a 
> program as MLO unquestionably to the front of the pack.
> 
> Thanks for the suggestion. I'll check it out this afternoon.
> Mary
> 
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