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Reports - Budget and time allocation

6 comments

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Stephen

    (Edited )
    Hi Brooke, thanks for your post. Reports should be giving you some detailed information. Let's look at the two areas you've raised in your post.
     
    1 Budgeting: Although there is no direct budgeting reports there are some workarounds using Custom Fields. You can add number Custom Fields with information about budgets/costs, then export the view into Excel format. You can also aggregate and sort the number data too which I think you will find useful. Understandably using Excel for this is a manual process however it might help you record this information. In the meantime, you can take a look at the ongoing feedback post about budget calculations from Pernille earlier this year. If you could please vote for her suggestion so all feedback on this topic is in the one place. Also, check out this post about using Custom Fields and aggregates for Budget estimations and if it's something you think would be useful please upvote the suggestion there.
     
     
    2. Allocated time: From your post, I can see that you already set allocated time for tasks using Custom Fields. In addition to this step, you can also use Time Tracking to record how long is being sent on a task and review this data in the Timelog view or building a Timelog Report. You can then export a Report filtering by the time allocated Custom Field you mentioned and compare it against the Timelog records in your report.  
     
    We have many webinars and videos that may also help and I think you'll find this upcoming webinar on October 18 on Resource Management, may also be helpful to attend.
     
    Would like to hear what you think about the above and if you have any questions I'm here to help! 😀
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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Brooke Markley

    Hi there,

     

    I am attending the Webinar on the 18th! 

     

    These all sounds super great options. I would just love to have all of this available to me in Wrike as I am the project manager so exported different excels sheets isn't a great use of mine. I'd love to just budget - allocated time - time spent in a report and be able to show my team where we stand. 

     

    I am going to read up on the links you just sent me and will try and figure this out for my team! Thank you so much!

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    Stephen

    No problem at all Brooke, thanks for posting back! Let me know if you have any questions on the above articles and after the webinar on the 18th. I'm happy to help 😃

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    Ami Novak

    Hi Stephen,

    I don't find the manual comparison helpful.  I need to have a visual for my management team.  It seems a simple enough task that I've seen in other services.  As an example, the timelog's blue bar showing time spent with a gray bar behind it showing hours allotted.  When the allotment is used up, the bar switches to red, as it is over hours budget.

    The trouble with the Excel workaround is that I might as well just use Excel for all of it.  They don't care if they enter time on timesheet in Wrike or a timesheet in Excel.  

    Thanks.

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    Kelly Roberts

    Hello all: New user here.  I'm struggling because I can't even figure out where I need to enter dollars/budgets/categories into any of my tasks.  Is there not a financial field somewhere?  I know this may be a very beginner question, but I'm the Wrike administrator here and am already getting many questions from my team about difficulties they're experiencing trying to use Wrike as their ONE location for work, but missing the budget piece.  Thanks -- Kelly

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    Ami Novak

    Hi Kelly.  At the moment, Wrike requires you to create a custom field, which can be turned into all of the values you mention above.  It's important to make sure the created field is clicked on at the top level of your organization (click the settings wheel for the space and make sure all fields you need are checked).  It has a sum feature and I believe the difference feature is in a beta form.  But I'm not sure on the last.  Good luck!

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