What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Effective Resource Allocation within Wrike

9 comments

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Nicolas Villarreal

    Unfortunately, the Workload tab does not reveal work allocation to collaborators (which basically are all the external resource we work with). For this reason, we don't use the workload tab at all, which is too bad. Hopefully this will change in the future.

    Nicolas Villarreal Art Outsourcing Producer

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sorosh Saberian

    (Edited )

    Hi Nicolas, 

    Within Trajectory, resource allocation is done for internal staff only; we don't typically hire external consultants to aid us. As such, I don't have a solution for your current problem.

    Sorosh Saberian Trajectory Inc

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    Hi Sorosh, thank you for such an informative post! There's so much knowledge and expert advice outlined here; not only about how to adopt Wrike to be more productive but also how to be a more efficient Project Manager, which many members here will find very useful!
     
    Thank you so much for taking the time to share with us!

    Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sorosh Saberian

    No problem Stephen!

    Sorosh Saberian Trajectory Inc

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Maria Boutzoukas

    Like Nicholas, we also have collaborators. They are both internal staff and external staff that range from designers, to interns to developers. It's unfortunate we cant use this workview either :( 

    On the contrary, your post was very informative and made some really good points/processes! Thanks for all the great tips and info!

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sorosh Saberian

    Hi Maria,

    I'm not sure if this limitation was intentional or not but aside from requesting the feature from Wrike, you have the option of paying for the licenses. You can then limit the user's access rights to match that of a collaborator. I believe this would take care of the problem you and Nicholas are both facing - albeit at a price.

     

    Sorosh Saberian Trajectory Inc

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Maria Boutzoukas

    Sorosh,

     

    Being a startup, having an extra amount accounts for interns and contracted freelancers is an expense that we cant afford, especially if those users aren't long term employees. If we purchase more licenses, and then no one is using them, it would be a huge wasted expense.
    Being that this is a very specific PM tool to allocate tasks and viewing effort across the board, an idea for Wrike would be for Admins to still see & adjust the workload of all of the users.. Collaborators just wouldn't be able to see the view on their end. Just like the timeline view. 

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Jesse Mauser

    Have a question.  You recommend creating a custom field for project type, but only applying it at the project level.  You then mention that you should use this field at the parent task level.  Are you referring to projects as parent tasks?  Because if you only apply the project type custom field at the project level, it won't be usable at the task level.  And if you are referring to wrike project folders as parent tasks, how are you managing the taxonomy with that many projects showing up in the tree view in the left side nav?

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sorosh Saberian

    Hi Jesse,

    When you create a custom field, you can have it be utilized on all projects and all tasks within the project. I'm simply recommending you only utilize/populate the custom field at the parent task level. 

    I believe I have it highlighted in the "Logic of task granularity" section.

    Sorosh Saberian Trajectory Inc

    Is this helpful? 0
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Effective Resource Allocation within Wrike
[this list is visible for admins and agents only]

Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.