Track Resource Availability in Wrike
When managing projects, keeping track of resource availability can be as important as managing human resources. Examples of resources you may want to track
- Physical resources (like a camera, projector, etc.)
- Conference room availability
There are several ways to track the availability of these resources in Wrike.
Add a Resource as a Regular or External User
To add a resource as a Regular or External User, you can either: 1) Have a dedicated email address for the resource or 2) Create a dummy user by adding +anytext immediately before the @ symbol. For example, someone@something.com turns into someone+resource1@something.com. If you’re using a ‘dummy’ email address: a new user is created but all correspondence is sent to the original email address (someone@something.com).
Once the user is invited to Wrike you can assign tasks to the resource and view the user on the Workload View. Adding a user as a Regular or External User takes up a paid user seat.
Add a Resource as a Collaborator
The first option (above) requires a paid license seat, but you can also add resources as Collaborators (a free license type). If you use the Collaborator option, you’ll be able to assign tasks to them and use the Timeline View to view resource availability (by using the ‘assigned to’ filter.
Add a Resource as a Folder
Finally, you can create a Folder, name it after a resource, and then use tasks to designate when the resource is being used. Switch to the Timeline View to see the Folder’s tasks and get an estimate of the resource availability.
From my point of view suggesting to add a projector or a conference room as a Regular or as an External user sounds strange. Adding a resource as a Folder sounds strange either however interesting, will check it out. Thanks.
I try to add Physical resources from dummy email address, but does not work.
Can you help me to add physical resources as collaborator user?
Thanks
Hi Lorenzo! Hope you've been enjoying your time with Community so far! 😄
To create a physical resource as a collaborative user, you will first need to create a collaborative user itself! You can follow the instructions on how to do this with this link.
After you do this, you can name the user as the physical resource you wish to assign it to. Once you've done this, you can assign the resource to whichever tasks require the resource.
Hope this helps! If you have any other questions let me know! 😊
Thanks Hugh,
I have created (with our office 365) the physical resource address.
This is a resource, not a user, also for 365.
I’ve added this email as collaborator, but “invitation pending” is active.
Is possible to bypass invitation?
What kind of solution I can try?
(I don’t want to sacrifice a dedicated mail box for this kind of resource)
Thanks
Hi Lorenzo,
You can only add a user if the invitation is accepted from the other email account. Currently, there is no way to add a user without the use of email.
It's an interesting idea however! I'd recommend posting this suggestion in the Product Feedback forum. The Product Team would be able to give you an update on that feature once the post reaches 60 upvotes.
Hope this helps! If you have any other questions let me know 😊