Report on effort split

Is there a possibility to get a report with the effort per task assignee in case of split of effort when the task is assigned to more than one assignee and only show the part of the effort split of the assignee, not the whole effort for the ask ?

Upvote 38
11 comments
Spot On Innovative Approach Stellar Advice
Avatar

This is something that's really essential for us as well. Any report that I create to see the total amount of effort allocated to each team member is inaccurate as the total effort for shared tasks is displayed, when actually only part of the effort is allocated to one individual. 

Seems like a crucial thing to miss off - how can we manage people's capacities if efforts aren't accurate?

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This is crucial to us as well.

The Wrike Report does a great job summarizing hours across a selection of our projects, but sadly tasks with more than one assignee ruins the value of this feature.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi everyone! To effectively manage capacity and effort, Wrike offers Wrike for Professional Services package and Wrike Resource add-on. For example, Workload Charts are available both for WfPS and Wrike Resource customers, and it helps you manage your team members’ capacity, prioritize tasks based on their capacity, and plan work allocation. Please let me know if you have any questions, I'll be happy to assist! 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Lisa,

and thanks for the input. With all respect I think you're missing the point :-)
In my view we are all asking for a Report that takes Flexible Allocation into account when grouping per assignee

Yvan De Brouwer:   "Is there a possibility to get a report with the effort per task assignee in case of split of effort"
Hannah Corbett:     "Any report that I create to see the total amount of effort allocated to each team member is inaccurate"
Me:                           "The Wrike Report... - ... tasks with more than one assignee ruins the value of this feature"

 

Value (Outcome): What I'm looking to achieve is a Report that tells me how many hours each assignee will work on a project (or a selection of projects).

 

In the example below, three assignee's are working on the same task which has a total effort of 30h.
If you edit the task, click on the "date and effort" button you have the option of changing the Effort (click the slider in the bottom right corner to expand the Effort area)
By default, Wrike use "Basic" mode and distributes the total effort of 30h evenly across the three assignees.

That is 10h per assignee, but the report still says 30h per assignee - which is wrong.

Switching to "Flexible" mode (which is also a requirement for us) Wrike changes the total effort to 32.2h (looks like a bug) and distributes this "new" total effort across the three assignee's

That is 10h 44m (which is wrong) per assignee, but the report still says 30h per assignee - which is still wrong.

Also in "Flexible" mode I would expect that I can change the allocation, hence the word "flexible", giving the assignee's an uneven distribution of effort. Ex. [5h, 5h, 20h]. The report should reflect this as well.

Using the Workload view won't solve this. And for this usecase I don't need to allocate on specific days, just flexible allocation of a given effort between assignees working on the same task that has a start and end date.


It seems that your product team did think about this usecase, but it isn't fully implemented yet or buggy at this time.

 

6
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I've same problem is not possible to have to export report data to XLS to get the actual workload.
Also because in the Workload reports, any tasks that have expired and have not been moved as a date in the weeks under consideration are not considered.

9
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Pietro Poli, welcome to the Community, and thank you for posting. 

I've passed on your feedback to our Product team👍🏼

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

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This should be a basic feature, otherwise flexible effort is not designed to work properly, if it doesn’t provide proper sum per assignee. I don't see why you would bother to fill the effort out here if you can't pull proper effort by assignee. This is very inefficient and makes wrike hard to use and therefore hard to push our company to use this tool long term. 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Marie Doloc, I understand your disappointment. Thank you for letting us know your feedback as it helps our team so much with their plans. Even though this suggestion is yet to receive a Product status when it reaches the 60 votes threshold, the Product team is keeping a close eye here and there's a possibility they might be able to fit this suggestion in their plans later this year. 

We will keep you updated as we have more news on this 👍

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Bo Carlsson did you find any workaround?

10
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I agree that the inconsistency between the reports and effort distribution for effort is an issue.  While this proposed idea would certainly be welcomed, I'd prefer another solution to a part of this problem.  Instead of getting reports to accommodate the split in effort, maybe it would be easier/better for some if we could get effort to behave the same way it's treated in the reports, essentially allowing the option to disable the split of effort between assignees.  I've created a suggestion post if anyone would like to support it linked below.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Kevin Miller, thank you for taking the time to share your feedback and creating a new thread. I've passed on your suggestions to our Product team👍🏼

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

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

0
Comment actions Permalink

Folllowing List for Post: Report on effort split
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post