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Wrike Analyze: Utilization and Performance Report

Table 74. Availability

Wrike for Professional Services Performance


Overview

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

Create the report

To build an analytics board from a template:

  1. Navigate to Reports.

  2. Select the Utilization and Performance template from the list.

  3. Select a user or user group and the period of time you would like to build a report for. (This can be adjusted later.)

  4. 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, click here.

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.

Available Data

The table below contains all the data that is used to build the Utilization and Performance report in Wrike Analyze.

Field Name

Description

Type

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].

Numeric

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

Timelog entries

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

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