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Customizing Workload Charts


All users, except for collaborators, can customize Workload charts that they have access to unless their access role restricts it.

You can change what and how information is displayed on your Workload chart. Any changes that you make while customizing the chart view are only visible to you.

View Workload chart by people or by projects


Click the View by dropdown on the left side of the chart's settings panel (1), and select People or Projects.


This is the default option that helps you understand the workload and effort allocation of each individual user. In this mode, you'll see the list of all users that you selected during the chart creation on the left of the chart.


In this mode, the main focus of the chart are projects, which can help you understand the distribution of resources across your project portfolio. When you switch to this mode, you'll see the list of projects from the location that you selected as the source for the current Workload chart.

When you click the ^ icon next to a project's name, you can see the list of users that are assigned to tasks in the project and who are part of the current Workload chart. You can also see the list of job roles that match the roles of users who are part of the current chart. Additionally, there is the Unassigned section where you can view all scheduled unassigned tasks in the current project.


The horizontal backlog box is not available in Projects mode. It's also not possible to group tasks by job role or projects in this mode.

Group tasks by their projects


Click the Add grouping (1) button on the chart's settings panel and select Project. Each user’s tasks are automatically grouped by the projects that they're housed in.

The tasks are grouped by the closest parent project. For example, if a task is housed within a folder that’s housed within a project, the task will then be grouped with other tasks from that project.

If a task doesn’t have any parent projects, it’s grouped under Non-project tasks.


You won’t be able to create new tasks on the Workload chart if grouping by project is enabled.

Group users by job role

Click the Add grouping button and select Job role.

All users on your chart will now be automatically grouped by their allocated job roles. Users without a job role are grouped under the No job role section.

Change the way allocated effort is displayed on the grid


Click the drop-down (1) on the right side of the chart's settings panel (next to the Backlog Box button) and select one of three options:

  • Hours: The total allocated effort of each user for the day/week/month is displayed in hours. This is the default option.

  • Percentages: The total allocated effort is displayed as a percentage. For example, if a user's daily capacity is 8 hours, the total allocated effort of 4 hours will be displayed as 50% for that day on the daily zoom.

  • Full-time equivalents (FTE): The total allocated effort is displayed as a decimal number. For example, with a daily capacity of 8 hours, 1FTE = 8h/day or 40h/week. If a user has 4 hours of allocated effort for a day, it'll be displayed as 0.5FTE in the cell on the daily zoom. If the user has 30 hours of effort allocated in a week, the cell will show 0.75FTE on the weekly zoom.

    When grouping by job role is enabled, the FTEs of all people who are grouped together are added together. If three grouped users have an 8-hour daily capacity, two of them have 8 hours of allocated effort, and the third one has 4 hours allocated, the cell of the job role under which they are grouped will display 2.5FTE.

    FTE calculations don't take work schedule exceptions or custom lengths of the workweek into account. The default values that a chart uses to calculate the total allocated effort in FTE are 8 hours/day on the daily zoom, 5 days/week (40 hours/week) on the weekly zoom, and 22 days/month (176 hours/month) on the monthly zoom. This will be your default unless you set a different amount of hours as the daily capacity in the work schedule of the users on the chart.

    On weekly and monthly zooms, the default values are always 5 days/week and 22 days/month, respectively. The total allocated effort can be more or less than 1FTE, in case there are more or fewer working days in a month or if a user doesn't work a standard 5-day workweek. For example, say there is a task with a full-month duration and full 8h/d effort allocation scheduled for a month that has 23 working days in total. The monthly FTE calculation for the task assignee will result in 1.05FTE instead of 1FTE because the total amount of working hours is more than the default 176h/month (22 days x 8 hours). If a user on a 6-day workweek has a task with full 8h/d effort allocation scheduled for a whole week, on the weekly zoom it will result in 1.2FTE because there are 48 working hours in total (6 days x 8 hours) but the default weekly FTE value is 40 hours (5 days x 8 hours). In both cases, the cell won't be highlighted in red because the assignees' total capacity is not exceeded.

Change the zoom level of the calendar grid


Change zoom to see the daily, weekly, or monthly effort total assigned to each user. Click the drop-down menu icon in the upper-right corner of the grid (1) and select Days, Weeks, or Months.

Alternatively, click the + or - buttons next to the drop-down (2) to zoom in or out of daily/monthly views and select how many days/weeks should be displayed on the chart at the same time.

Change display density


You can choose between compact or standard density modes depending on your preferences:

  • Click the three-dot menu button on the chart settings panel (1)

  • Select Compact or Standard


The default display density for Workload charts is standard.

Filtering on Workload chart


Apply filters to see only the tasks that match the criteria you select:

  • Click the filter icon on the settings panel (1) and select one of the quick filters: All tasks, All active tasks, and Active tasks with Effort

  • Click Add more filters (2) to open the filter panel with additional filtering options

  • Click Clear filters (3) to remove all filters and see all tasks from the location you selected when creating the chart

Filter projects in Workload charts and Resources view


This is an experimental feature and, as a result, may have bugs, is subject to change, and may be discontinued at any time. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.

You can enable project filters from Wrike Labs for your individual account:

  • Go to Wrike Labs

  • Locate the Project filters in Workload and Resources view card

  • Click Enable

Once you do that, you'll be able to filter projects on the view in Workload charts and in Resources view. Project filters will appear alongside the task filters in the filtering panel described above. You can apply one or more project filters to hide projects that don't meet your criteria from the view. Additionally, you can create filter presets for quick access.


Project filters are not supported in Workload Export.

When you filter out some projects where a user has allocated effort, this effort is still indicated by the cell coloring on the grid. But if you click on a cell to check which project the effort belongs to, you won't see the filtered-out projects there.

Daily allocation hours


You can choose whether or not the total daily effort for each user should be based on their filtered-out tasks in the Workload chart.

  1. Click the three-dot menu button on the chart settings panel (1)

  2. Select one of the following options under Daily allocation hours (2):

    1. Ignore filters: Add up effort for all tasks assigned to a person and scheduled for a particular day or week, whether or not those tasks are displayed in the chart

    2. Displayed tasks only: Exclude effort in filtered-out tasks from being added to the daily or weekly total for each user

Focus on particular users


You can select which users should be shown on the Workload chart without editing the list of users. To do so:

  1. Click the All users icon on the chart settings panel (1)

  2. Select the person whose effort should be displayed from the list that appears, or use the search bar

  3. After you've selected all the necessary users, click anywhere outside the window to save the changes


You can select only users from the Workload chart you're viewing.

Focus on task assignees


Use this option only for tasks with more than one assignee to see the allocated hours of all assignees of a particular task.

  1. Click the relevant task on the Workload chart (1)

  2. Click the three-dot menu in the pop-up that appears (2)

  3. Select Focus on task assignees (3)

Only the task assignees will be shown on the Workload chart.

Expand or collapse chart rows


You can quickly expand or collapse all rows of your Workload chart to display tasks. To do that, click the Expand all or Collapse all buttons on the chart settings panel (1)


The expand or collapse action also applies to rows in the horizontal Backlog Box.