Resources' Skills and Capacity Management

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Helen Z

 Hi,

I'd like to assign a set of skills to each resource. When a new project requires specific skills, I hope to quickly find the persons with those skills and have the capacity. But I didn't see how this is managed in Wrike, could you please provide some guidance?

Thanks very much!

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Stephen

Hi Helen, thanks for your post. Wrike is focused on enhancing workflow and collaboration so we don't have functionality specifically developed for storing people attributes.
 
However, I have seen other Wrike accounts, where they have created people as tasks in a 'People' Folder and then used Custom Fields to assign skill sets to these tasks/people, and other attributes about that person. This way anyone can open the 'People' Folder, and search by filtering by Custom Fields. I just saw a demonstration from another team that does this where it was working very successfully for them and I would love to hear if it works for you as well.
 
Looking forward to hearing your thoughts on this!
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David Gelinas

Stephen,

Seems the above solution could provide a view that looks like a skill matrix, however, it would not be useful for being able to pull the data into any other type of views, such as where you are assign people to actual project tasks. Anyway to incorporate the data from that view into other views where resources are being signed?

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Lisa

Hi David Gelinas, welcome to the Community! 🙂

I think that Stephen meant using the Custom Fields, and you can definitely use them in different Wrike Views as filters to filter out the tasks with specific Custom Fields. I also wanted to mention Job Roles here - please check them out and let me know if that could be helpful in this case. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Lizbeth Tommy

Skills management as a characteristic on a person I thought was in the roadmap?   is this not the case?  job role, is one per person, groups would become numerous and difficult to maintain versus attributes on a person.   Would you confirm whether this is a roadmap item? 

 

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Lisa

Hi Lizbeth Tommy, thank you for reaching out!

Could you please point me to a Product Feedback thread perhaps where skills management was discussed? I haven't heard about any particular plans to introduce this. One thing I can think of is the release of custom item types that happened last year. With them, you can turn regular tasks and projects into custom items that can be anything, including, for example, skills cards. Can that be helpful in your case? 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Meredith Selden

It was at the Collaborate conference in 2020 or 2021 when they announced new functionality coming around skills in conjunction with workload forecasting charts so you can assign based on available capacity and skills.  I also recently was wondering what happened with that initiative, as we could use it.

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Lisa

I think that it could have potentially been about Job Roles then. But I'll check with the team and if there's any upcoming functionality around that, I'll let you know 👍

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Laura Thorn

Hi - Whatever happened with this? We're looking to use a skills matrix as well to assign resources to projects.

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Lisa

Hi Laura Thorn, welcome to the Community and thank you for bumping this thread!

This is something our Product team is planning to introduce, but we don't have a timeline for it yet. 

Please let me know if there's anything else I can help you with. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Lizbeth Tommy

I would like a roadmap of development for 2023/2024.  Is this available for the community or strictly 1:1 with the account team? 

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Juan

Hi Lizbeth Tommy, thank you for sharing your interest in our releases to come! Even though I don't have any public information I can share with you about our roadmap, you can check all the improvements made to Wrike and launched features in our Weekly Release Notes and also in our Brought to You By Wrike sections 😁
 
In case you're also interested in features that are being tested, please keep an eye on our Betas and More 🔬 posts.
 
In addition to these resources, I'd like to mention that Green and Black belt holders in our Community benefit from having time with the Wrike Team in live sessions where new functionalities are discussed in detail. You can check out our Badge Community Program here.
 
I hope this information helps! In case you have any additional questions, please don't hesitate to let us know 🙂
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