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Aggregation at the Project Level

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephanie Westbrook

    Hi David, welcome to the forums :) Just going to recap what I think your process is so that you can correct me if I'm wrong:

    1. You have a Custom Field where you track estimates. 
    2. You use the Sum Aggregation.
    3. You want to run a Project-type Report which shows the sum for all estimate values entered into tasks in that Project.

    If I am getting that right, then I may have two workarounds for you which don't involve creating additional tasks. 

    Option 1: From the Table View, find the row for the main Project, then go to the cell where the sum value for estimates is displayed. Click in that cell and manually type the estimate. When you click out of the cell you'll see two values - the sum value and the number you entered. The number you entered now appears on Project-type Reports. 

    Option 2: Create a task-type Report, make sure the estimate Custom Field is shown, and group your Report by Parent Folder. The sum value is shown on the Report in the row where you see the parent Folder's name. 

    Both of these options have their drawbacks, I would love to know what you think though. We'll definitely keep your feedback here to share with our Product Managers. 

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jeff Scott

    I would also like to see this feature enabled. I would like Task Level reporting to relay up to Project Level Reporting, unless broken by data entry here are 2 examples we would use this on today. 

     

    1.) Quoted Time - a custom field for time estimation. We enter this information at the Task Level. I would create 3 Tasks, each with their own Quoted Time (1h, 2h, 1h). I can already see the summed value in Table View, but when I go to Project Level reporting that value is blank, I would like it to be summed in the report. I would like to enter the data once, and have Project Level, which is where our Parent folder structure is meaningful (Customer Name) rather than Task Level, which would be Project Name - would show me my Quoted Time for Customer X. If I need to break this connection (the summed amount). The moment I enter a value in the project field it would break the relationship, and if I clear that field, it would maintain the summed task level summed values. 

     

    2.) Start Date/Finish Date/Start/Due - I think this is even more helpful for the built-in Wrike fields. If I create a set of tasks with a duration and dependency, then by default the project should contain in the reports those values. If I enter a specific value for Start/Finish Date (Project Level) that would override my Start/Due created by the task level values

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    Anastasia

    Hi Jeff, thanks for reaching out here! We recently enabled aggregation in Reports, so now when you enable the "Sum" option in Table View, you should see this Custom Field data rolling up from tasks. Here's an example I pulled just now in a task based Report:

    Same goes for duration:

    If you group by parent Folder, then the tasks should be contained/tagged in that Folder for the sum to be shown for the corresponding section. The sum will be shown for the groupings (status, Folder, etc) chosen at the top of the Report. Does this help? Happy to answer any questions about this!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Ty LaStrapes

    Anastasia, it would be nice if we could use the "planned" figure AND  sum (aka: actuals) in reports at the same time so we could plot planned vs actuals in a graph.  As it is right now, we only get to use planned in the Project Report and the Sum in a Tasks report.  When I export everything to excel, the figures are in the SAME cell.  So, now I have to edit more than I should have to in order to even do any basic excel graphs. 

    I'd also be nice to be able to see see a bit of logic when there is a planned vs actual.  Say, I've planned for $790 & my sum is $800, then perhaps $800 should be in red or highlighted since I've just busted my projection.

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    Action ADMIN

    We need it too.

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    Alana Hope

    This would be a lifesaver in tracking to the FY marketing budget and planning for the following year.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephanie Westbrook

    Hi everyone! Our Product Team is currently working on improvements for a better resource-planning and tracking experience. Weโ€™d love to hear your input!  If you have a few minutes take this quick survey and let us know your thoughts on how we can serve you better

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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