Workload Planning
Hi,
I want to plan a new project with the resources add-on. I want to put effort to the tasks and at the end make a table where I can sum up workload by particiant, by jobrole and that over month and quarter of the year. Ideally I want to export this to an ecel file at the end.
Is there some best way of doing that?
Up to now I could not find a way.
Best Sven
Hi Sven Passinger! My colleague has passed your question to your Customer Success Manager - they will reach out to you shortly to discuss this.
Have a great day!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
unfortunately nothing happened, so nobody reached out to me ☹️
Hi Sven Passinger, apologies for the late reply! I checked this, and it looks like your Customer Success Manager reached out to you on Friday. Could you please confirm that is correct?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa, no he did not. No mail or call. I checked my spam filter (back for complete December) - nothing.
Hi again, Sven Passinger! I've emailed you yesterday to the email that's stated as primary for your individual account, and your CSM is copied into the email as well. Please let me know if you've received it!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa, yes received your mail. Also got yesterday some one question from CSM which I answered. Now waiting for some hints how to solve the problem.
Good to hear that Sven Passinger, thank you for letting me know 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Curious to know if there was a resolution for the question asked above? I am very interested in understanding how to plan workloads using job roles.
Hey Kerstin Johnson, thank you for reaching out!
As your query may need some looking into from our team, I'll raise a Support request on your behalf and someone from our team will reach out to you by email 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Kerstin Johnson no there was no solution from Wrike. We programmed an external database which extracts numbers from Wrike and makes an excel table and also pdf and graphs. Even with analysis I have not found a way in Wrike.