[Status: Launched ๐Ÿš€] - Ability to report on projects on the dashboards

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Note from Wrike: This is now available!

The dashboards are only designed to report on tasks but it would be helpful to create custom dashboards where you can show projects (not just the tasks within projects).

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Anastasia

Hi Helena, thanks for sharing your feedback here! I'm interested in learning the types of Project info and attributes you'd like to see in these Dashboards (start/end dates, status, owners). Another questions I had was, do you think these Dashboards should include only Project info, or an overview of tasks within the Projects too? Looking forward to hearing from you!

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Hi Anastasia. Ideally, we'd love to use Dashboards to view:

- project name

- project owner

- start date

- end date

- status (aka on time, delayed)

- ability to drill down on milestone dates and status

- ability to click on milestone to see the status and owner of tasks leadign up to missed milestones

Our manager actually likes the dashboard view from dapulse and gets too confused in Wrike sorting through the wealth of info he has no interest in. He also really wants for milestones to be locked and only changeable by a person with a superuser/manager role.

Thanks

Helene

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Anastasia

Helene, this is really helpful! Thanks for putting all of this together, I really appreciate it. Happy to hear what other teams think about this too!

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I too would like to see Projects in Dashboard. This will allow me to set up dashboards to follow workflows for projects.

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For the portfolio management purpose, I would like to see an overview over all projects in my team, on a milestone level, just like Helene described. Most of our projects have the same milestones, and a simple report could be a table with one row per project and one column per milestone (plus oone column for the project name and one column for the project owner). Milestones can be named M1, M2 etc.

I want to see the status of each milestone, preferrably with different colour codes), for example:

- not completed, but the milestone date is in the future (PLANNED/WHITE)

- not completed, and the milestone date is in the past (DELAYED/RED)

- completed on or before the milestone date (COMPLETED/GREEN)

- completed after the milestone date (COMPLETED/YELLOW)

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Anastasia

Hi Jans, thanks for the detailed comment here! :) I wanted to ask whether you've had a chance to try out the Project type Reports in Wrike? It sounds like most of the things you've mentioned can be set up and viewed there, and I'll be happy to dive into the details in case you haven't given it a go yet. :)

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Hi Anastasia, I actually managed to create a report that satisfies my needs. I just had to create some custom fields for the projects:

  • Project Type
  • Project Phase
  • Project Number

I can then se which projects are in the various phases. That is sufficiently detailed, so I don't have to go down to the milestone level.

In the timeline view I can display only active miestones for each project. That gives me the next level of details. :)

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Anastasia

Hey Jans! Thanks for following up, I'm glad to hear that Reports did the trick, and it's great to know about how you set this up, I'm sure it'll be helpful for other Community members too :) Let me know if there's anything else you'd like to discuss! Always happy to hear about your ideas/approaches!

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I would like to go back to Helene's request. ย I would also like to see the same things she listed in the dashboard;

- project name

- project owner

- start date

- end date

- status (aka on time, delayed)

- ability to drill down on milestone dates and status

- ability to click on milestone to see the status and owner of tasks leadign up to missed milestones

I would also like to have a text status field for both projects and reports on the dashboard. ย That way from a glance you can see what needs to be drilled down for more detail and what is on track and why.

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I would like to echo the same requests for the dashboard as Helene and Brian have detailed! ย Just had a discussion about this today.

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I agree with this idea. We have projects that have sub-projects to complete the overall project. It would be great to see a report on which projects are in which phase. Any suggestions on how to do this currently?

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Anastasia

Hi Jennifer! Are you looking for a way to pull a Report while keeping the Folder-Subfolder hierarchy, or do you wantย a general Report of the status of all stages displayed on one level?

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Hello again! :) Basically my sub-projects are considered phases to complete the new product process. I would like an easy way to see which projects are in which phase in a report or even dashboard level. I spoke with Al through chat and he said reports are the only way to see this but in reports you don't necessarily see the hierarchy.ย 

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Anastasia

Thanks, Jennifer! That helps :) When you run Reports for these stages, do you want to see multiple Projects with their SUbprojects at once, or do you run one Report per each Project?

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Hi I'm getting two pain points from my team.

1. My designers would really prefer to be able to view their tasks sorted by project in the Wrike Adobe Extension.

2. All of my team are looking for a way to get a high level dashboard view of all of the projects they have been assigned to across multiple folders.ย 

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I too would love to see a dashboard that has the project as the top level. Ideally, the project level could be expanded to see all of the associated tasks along withย their current workflow status. By doing this the user isย is able to drill down to more detail as needed and is not confronted with so much detail at the outset.

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Hi, our team needs to have dashboards that show Projects. Our Marketing Managers are the Project Owners, but are not assigned to any of the Tasks within the Project.

Theย Marketing Managers need to see:ย 
โ€ขย Projects they are Owners of ย (and the Status of Each)
โ€ข Tasks of Projectsย they are Owners of ย (that are in certain statuses โ€“ particular statuses that indicate a Task is ready for their Review)

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Agree with many of the above posts.ย  We manually create dashboard reports on our portfolio of projects.ย  Counts by status, counts by size, counts by divisional areas, combos of these, i.e. Division/Status.ย 

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Voted up!

I currently use tasks for many items which could (probably should) be projects, simply because the task allows all of the associated subtasks to nest within it in my dashboards.

This addition would actually help alleviate the inconvenience I have around not being able to add subtasks to multiple tasks without opening each parent task to manually add.

I would just ask that it not be one or the other--I need to be able to see my projects as items alongside my tasks. Example of how I'd like to see it:

Paul Fox We are what we pretend to be, so we must be careful about what we pretend to be. - Vonnegut

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Stephen

Hi guys, thanks for adding further use cases and votes to this suggestion. It really helps with internal discussion to have this information at hand for our Product Team to refer to. Don't forget to keep voting on the original post if you're interested in this idea ๐Ÿ‘

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Hi there -ย  most of these requests are pretty old.ย  Any update on the milestone reporting or the ability to drill down?ย 

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Stephen

Hi all, improving Project visibility is something our Product Team is discussing. It's in the early stages but as soon I have more concrete information to share here I will.

I have also brought this to the attention of the Product Team for reference so thanks to everyone for sharing examples ๐Ÿ‘

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Up voted this and interested in any updates as well!

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Project level reporting on the dashboard is essential - I'm in the process of evaluating tools for my company, and the lack of meaningful executive level reporting may be a deal breaker. All of the dashboard widgets are task-oriented, but we need approaches that are project-oriented. I don't know how any organization meets executive level reporting needs without doing a lot of manual work with exported data to get there.

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Just echoing the above, I'm now at a point where I need to manage a portfolio of projects / my PM's progress on their projects. Currently there is no easy way to have a rollup / high level report.

As the above suggestions focused on function, for the Wrike team I think its important to also explain the business cases / scenarios that are critical for portfolio level reporting:ย 

  1. We need to have visibility of the project pipeline of active and upcoming projects to understand if we can or cannot take onย new projects (this can simply be done via start, end dates and health statuses; red, yellow, green)ย 
  2. We need to see a release or go live schedule for projects, to ensure projects are correctly staffed. (this can be done via milestones)ย 
  3. We need to be able to ensure we can prioritize projects based on schedule and understand when to bump less important go live dates over more important ones

The critical benefits of portfolio reporting to organizations are:

  • Cost reduction of projectsย 
  • Improve profitability of projectsย 
  • Improved resource practices / not stessing teams
  • Happy & retained clientsย 

Interesting that Wrike actually has articles on this:ย 

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We use folders to org projects, and projects get moved around from folder to folder. EX: We have folders for Backlog, Developers, Misc, Completed -- and we use these folder reports for analysis and reporting to execs on the production calendar and overall ability to guage how much free time we have to fit in emergency projects that were not originally on our calendar.

What I would like to see as a junior developer is a dashboard of all the projects I am currently assigned to, even if I am NOT a project owner of the project card, and yet have been assigned some tasks within a project -- I want to see a "What are all my projects?" And it would be helpful to click on the project and see all the tasks assigned to me in that project... almost like the "My Work" view that shows a list on the left and then a "This Week, Next Week, and Later views on the right.

On the view that would show me all my projects, it would be helpful to see some micro measurements, such as remaining days lect to work on project, how many tasks assigned to me, and how many projects are currently unassigned (we use agile and sprints, so knowing how many cards remain left undone and how many days are left to do them should be helpful to gauging whether a project is red, yellow or green, aor if I need to jump in and assign some tickets to myself and kick off a new sprint".

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I've been tasked to create dashboards as stated above, as well as by person. Reporting doesn't do it in table and column view. Is there another program that can receive data from Wrike that would give us moreย reporting capabilities?

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We are evaluating options for our project management, and the ability to report up to a dashboard on projects is one of the team requirements. I found this page by searching for help in setting it up. I will try some of the reporting suggestions above; however, I want to add a vote for adding dashboard reporting at the project level. I need to report at the same level Helene and Brian voted for above.ย 

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Not showing Projects in the Dashboard seems like a big miss.ย  I'd definitely like to see this too.ย 

I've also used platforms in the past thatย allowed me to embed reports in the Dashboard; quick and easy, filtered data presentation within a dashboard widget using the built in reporting tools/logic and data.ย  I think that too would be a nice add, blending the best of both filtered lists and reports on a single Dashboard.

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I manage a group of project managers. Each project manager is responsible for a number of simultaneous projects or sub projects. I need dashboards for projects, similar to the ones they use for tasks. I second Helen's and Brian's request. I would add the need to report on projects without assignee, without start or end date, text field to describe the status of the project in addition to the status field (green/yellow/red) (new/in progress/completed/on hold/cancelled). It would also be nice to have a progress percentage (hours completed / total hours planned).

Aย dashboards would contain a widget for each PM, or a widget for each client, or per project status, etc.

A side bar showing graphs of the same data would be helpful. Ex. doughnut graph of projects by status or by PM.

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