Allocation Method Changes

The allocation method 'From Team By Path' has been removed.

We have added two new allocation methods which lets you allocate work to an individual from a specific User Group:

  1. Individual from User Group will allocate a work item to an individual in the selected User Group based on a round robin basis i.e. user 1, then user 2, then user 3, then user 1 etc.

  2. Individual from User Group (by capacity) will allocate a work item to the individual in the selected User Group who has the lowest amount of estimated hours of work in their inbox

Migration from the 'From Team By Path' allocation method will happen automatically. Upon upgrading to version 2023.1, any processes using the allocation method 'From Team By Path' will be updated to use the allocation method 'Individual from User Group (by capacity)'. Members in the 'Team' of the 'From Team By Path' allocation method will be migrated to a new User Group with the name 'Migrated for allocation - [Team name]'.

See here for further information about how to use allocation methods in Enate:

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