Wrike for Professional Services

Wrike for Professional Services comes with robust pre-packaged functionality of your base Wrike plan Business or Enterprise and Wrike Resource add-on.

• Overview
• Features

Overview

Wrike for Professional Services is perfect for teams in services-based companies who look for ways to automate recurring work, efficiently collaborate with clients, streamline project management, and improve resource allocation.

Features

Wrike for Professional Services is available as both a Business and Enterprise solution, depending on the subscription that you purchase. With Wrike for Professional Services, you get access to Wrike’s advanced project management functionality along with features tailored specifically for teams who provide services to their clients.

Project Portfolio Management

Step 1. Check your project progress in real time. Wrike automatically calculates the progress of your projects and color-codes it, so you can easily get an overview of all your ongoing projects and make necessary adjustments.
Step 2. Track metrics and KPIs by setting up calculated custom fields. Color-code the calculation results to get a quick overview of metrics on the Table view as well as to see which of the projects go as planned and which might require your attention. 
Step 3. Enable custom fields rollup to automatically update the project's data by sourcing it from the tasks within the project.
Step 4. Use the interactive Gantt chart to see the project timeline. Check task dependencies to spot any issues with scheduling.
Step 5. Set up billable hours tracking in one click. You can define which of your projects and tasks are billable and which are not with one simple setting. In Timelog view, group and filter completed work based on billability to provide transparency to your team members and efficiently invoice your clients.

Time Tracking

Step 1. Give your team members the ability to conveniently track their working time with timesheets. Users can add time entries, at any time on any device, to all tasks that they’re working on. And Wrike will automatically mark each entry as billable or non-billable depending on your project settings.
Step 2. Review team members’ timesheets. You can get insight into each person’s work for a given week. When you’re ready to export timesheets, lock time entries in Timelog view to prevent them from being edited.

Resource Management

Step 1. Start by specifying the effort required for performing each of the tasks in your projects.
Step 2. Then create a workload chart to see the team members’ workload for different projects on a timeline. Check which of your team members are overloaded with work in a given day or week, and redistribute tasks among them to avoid unnecessary overtime and keep your projects on track.
Step 3. Improve your resource allocation process with job roles. Сreate custom job roles, like “designer” or “developer,” and assign them to your team members. This way, you can group your resources and staff your future projects by assigning tasks to job roles instead of team members.
Step 4. Share workload charts with relevant stakeholders and decide if they can edit the chart or just view it.

Intake Automation

Step 1. Automate your intake of your customers' and employees' requests with Wrike’s dynamic request forms. Set up your request forms to create tasks and projects depending on the answers given by the person who submits the form.
Step 2. Embed request forms into your website pages by just copying the code from the form’s settings.

Advanced Reporting

Monitor resource utilization with the Team Utilization report. Use this pre-built Wrike analytics report and share it with other team members as well as people outside of your Wrike account.