Hide Effort Field

Hi Jake Yohn - Because "Effort" is a main category for Wrike I am pretty sure there isn't a way to set who sees it like you can with Custom Fields. If it was a custom field, you can share who sees those.

In theory, you could set up your own custom field based on effort, but you lose out on a ton of workload functionality that exists within Wrike for the Effort field, which is pretty powerful from a director/PM perspective.

I haven't tested this, but one option might be to limit the views of your projects. To do this, you could

1. Set your default view of your projects to not include it in the view.
2. Change your "Access Role" permissions so that your PMs/Directors have full access and you’ve turned it off for “Editor” access where users aren't allowed to adjust the default view or any other views. The options I think would achieve this that you could uncheck are:
   1. Edit primary views
   2. Edit custom public views
   3. Edit custom personal views
   4. Set default view
3. You could also turn off their ability to:
   1. Turn project effort rollup on or off
   2. Edit booked effort rollup

I’ve put a screenshot below of the list in Access Roles. You could also create a new one for your users.

I want to be clear that I haven’t tested this theory out, but the issues that I could see pop up are:

1. They may still be able to see effort if they click on the date and look at the effort.
2. And the biggest one is that it would also limit their ability to see projects in the ways that worked best for them.

There are also more permissions around Workload charts in Access Roles that may help you, or maybe someone else has some ideas, but hope this might help!

If you want to see this as a product feature, you can go over to the product feedback section and start a post. :) 

Michelle McMillen agreed, using a custom field to replace effort would not be ideal due to the loss of workload projection, as well as financial reporting. While we don't want staff focusing effort, it is still essential to operations for us to have that visibility. Appreciate your proposed solution and may test it over the coming weeks. Setting an account-wide default view would probably make that a more viable solution, but that is also a feature that is currently not available. I'll submit product feedback, was just hoping this was a feature that I had overlooked or was tucked away in some obscure section of account setting. Thanks!

Hi Jake Yohn, thank you for sharing your use case with us. I've moved your post to our Product Feedback forum so that other users will easily find it and upvote it 👍

Michelle McMillen thank you very much for your help, we truly appreciate such valuable comments for our Community 😁