Distinction Between Billing Type in Workload

Background

Every year our company runs a profitability analysis based on our Wrike data. As a marketing agency, it is important to balance our allocation of billable and non-billable work to achieve desired profit/growth.

Based on our most recent analysis, we have found that our goal should be for our staff to log five hours of billable time directly related to any number of assigned tasks every day (on average). That leaves 2-3 hours per day for billable time captured in tasks not assigned for a specific day/date range (meetings, spontaneous ideation sessions, etc.), or non-billable work related to administrative tasks or internal projects.

Challenge/Issue

Due to that five hour figure being the critical threshold, we have set our work schedule capacity to five hours. However, our desired utilization is still 7-8 hours to account for ethereal billable time and non-billable time. This leads to our workload charts always presenting as overbooked.

Proposal

Wrike already includes the Billing Type field, which allows users to identify work as either Billable or Non-Billable. Currently, that is measured against a single capacity figure. I would propose that Wrike  includes a function for the creation of additional thresholds, mainly a non-billable capacity, that would be presented in parallel with billable capacity in the workload view.

This would allow users to:

• Accurately track the balance of billable and non-billable work on their team's workload at a glance
• Maintain a profitable balance of their workload
• Eliminate errant identification of users being overbooked