Reporting on total effort
Hi Wrike Community!
Not sure if anyone can help with this one or if anyone has had experience with this in their instance but thought I would put it out there anyways. Currently we have been planning for 2026 by creating blank projects and adding custom items types to represent resources required for that project that we then tag into a resource register. This allows us to forecast the effort required for each project - this helps with future projects that have not been fully built out yet. Right now I am working through whether we add the resource register CIT to the working project or not? Once the project is ready to be worked on it will be built out with tasks that include assigned effort. The implication of adding the CIT resource register to the working project is the total effort of the project adds the custom item type (resource register) to the effort of the tasks. Meaning the total effort appears as double. I've included a screenshot with an example of what I mean.
My question: is there a way to create a report that does not include CITs? So that we could get a true indication of total effort? Or is it best for us to keep these resource register CITs for forecasting/planning purposes only within a separate folder? Thanks in advance!
Wrike doesn’t currently let you exclude Custom Item Types from effort rollups. You can filter CITs out of Table Reports, but they’ll still inflate project-level effort totals, workload charts, etc.
Because of that, the cleanest approach is to keep your Resource Register CITs in a separate “Forecasting” folder/space. If you want them visible, just tag them into the project but don’t house them inside the actual working project once real tasks with effort are added.
This avoids double counting and keeps your effort totals accurate.
Hi Sean Portwood Thanks for your reply. Ultimately that is what we started doing when I realised there did not seem to be a work around. Good to hear we are on the right track for now.