The Utilization and Performance report is a part of Wrike for Professional Services Performance package.
The Utilization and Performance report is a prebuilt Wrike Analyze template that shows how much time and effort each employee spends completing tasks and allows you to monitor work within projects.
With this template, you will build widgets showing:
- The total capacity of the team member for the selected period of time (week, month, custom dates)
- Planned and actual effort
- How much of the total time is billable
- Which categories of work take up most of the employee’s time
To build a board from a template:
- Click on “Reports” at the top of your workspace.
- Select the “Utilization and Performance” template from the list.
- Select a user or user group and the period of time you would like to build a report for. (This can be adjusted later.)
- Click “Create.”
The report is built right away. After it’s done, you can edit the board, add or delete widgets from the report, and add data to it.
By default, the report is shared with only you. For more information on sharing this report with your teammates, visit the Wrike Analyze page in our Help Center.
Note: If you choose to see the performance for the current week, the “Capacity” widget will show only the number of hours for the current and past days.
The table below contains all the data that is used to build the Utilization and Performance report in Wrike Analyze.
|User Work Schedule||Information about users and their work schedule each day for the last 365 days|
|User ID||ID of the user||Numeric|
|User Name||Name of the user||String|
|User Name (ID)||Name of the user along with their ID. This is used to distinguish users with the same name.||String|
|User Role||Role of the user||String|
|User Email Address||Email address of the user||String|
|User Service Field||Service field, equals 0. Use this field as an additional term in formulas to show users without Timelog/Effort entries in results.
Example: [Total User Work Schedule Working Hours] + [Total User Service Field].
|User Work Schedule Date||Date of schedule. This shows the schedule dates for each user from when they were added to the account until they were deleted from the account. The maximum number of days is 365.||Date|
|User Work Schedule Week Day||Day of the week (0 for Sunday, 1 for Monday, etc.)||Numeric|
|User Work Schedule Working Hours||Number of working hours for the specified date (8 for each working day and 0 for weekend days)||Numeric|
|Task||All tasks with an Effort or Timelog entry|
|Task ID||ID of the task||Numeric|
|Task Link||Link to the Task view in the workspace||String|
|Timelog User ID||ID of the user who logged time||Numeric|
|Timelog User Name||Name of the user who logged time||String|
|Timelog Date||The timelog was created for this date||Date|
|Timelog Time Spent (minutes)||Time spent in minutes||Numeric|
|Effort||Task Effort, calculated for specified dates and users, for the last 365 days|
|Effort Date||Date of the effort||Date|
|Task Effort (minutes)||Effort of the task in minutes, calculated for the specified date and user||Numeric|
|Task Effort Mode||Options: None, FullTime, Basic, Flexible||String|
|Sharing for User||Service table|
|Account ID||Service field||Numeric|