Wrike Resource features are available in Wrike for Professional Services accounts. Business and Enterprise accounts can purchase Wrike Resource as an add-on. Account owners can start a 14-day free trial of Wrike Resource add-on from the Account Management section.
Once enabled, regular and external users can use the features included with Wrike Resource.
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Wrike Resource includes:
- A new date picker with task effort
- Effort field in the Table view, Gantt chart, and Reports
- Workload charts
- Job roles
- Billable time tracking and locking time entries
- Team utilization report
Step 1. Specify effort on all tasks which require actual effort to complete.
There are a few different ways to do that, so choose the one which fits you best.
Step 2. Create and assign job roles to your employees. And assign tasks to job roles to define which talent you’ll require to finish them.
Step 3. Create a Workload chart for each team whose capacity you need to manage.
A Workload chart shows all scheduled tasks with effort assigned to your team members on a timeline. You can create, reschedule, and reassign tasks, edit their effort directly from the chart, and group them according to the project that they are in.
Step 4. Configure a Backlog box for your Workload charts.
The Backlog box is a place for tasks that are waiting to be assigned or scheduled. You can configure it based on different task attributes, for example, you can choose to show only tasks with a specific status.
Step 5. Share Workload charts with your teammates.
After the Workload chart is created and configured, you can share it with your teammates. If needed, you can set up access roles for users and user groups that you are sharing the chart with.
Note that when you share a Workload chart the folders, on which it is based, are not automatically shared with the user or group.
Step 6. Track your working hours using Timesheets
Timesheets help employees see and track all the work they’ve done for the week. And billable time setting automatically marks working time entries as billable or non-billable. Users can also review others’ Timesheets and lock time entries on the Timelog view to prevent them from being edited.
Step 7. Check team utilization
With the Team utilization report template, you get an overview of how well your employees’ capacity is utilized and what percentage of their time is spent on billable tasks.