Allocation of workload effort to job roles
When I am initially setting up a project I work out the WBS to define the tasks and then I estimate the effort required for each job role. Managing resources across multiple projects should be done at the job role level - not the individual resource level. Later on if the project gets approved the job roles are then assigned to a team member for implementation. At present job roles seem to have evolved from groups. Instead a job role should be treated as a proxy for an actual resource and as such should be allocated workload estimates.
Yes, this is exactly what we're trying to do as well! If we decide to prioritize a project request from our backlog and schedule it 4 months out, I want to be able to account for the capacity use of our team for that work even if we don't know which person would be assigned to take it on.
Hi Nick Etten, thank you for supporting this suggestion and sharing your feedback. I've passed it on to the team👍🏼
Any updates on this? I had posted similar feedback here, and would like to know if there are any updates on this functionality..
Hi Greg Collins, we'll be sure to let you know if there are any updates in relation to this suggestion both here and on our Weekly Release Notes.
@..., does Wrike have any support resources or guidance about how to effectively use Bookings with Job Roles to visualize the projected effort that is both utilized and available for a particular job role?
Since Job roles can be applied to any number of people, it would seem to follow that the sum capacity for a job role would be based on the schedule and working hours of all people belonging to that job role. I'm able to set up a Workload Report that groups the users by their job role, but the report will only factor in the effort of tasks and bookings that have been assigned directly to a specific person, not a job role.
Hi Nick Etten, thank you for posting. We do have our help center articles on Job Roles but I do suggest creating a new post under the How To forum with your question on the Community. I can feature the post for more reach!
@... thanks! I created a post in the HowTo section of the community.
Thank you Nick Etten, I've featured your post!
The ability to set the effort based on the job role is critical. Setting the effort for each individual task or project, especially when using blueprints and consistent task naming conventions is overwhelming. If I have 5 standard job roles within my team but manage 60 projects many with over 5 individual deliverables containing 10 tasks per deliverable, why do I have to set the task effort on over 100-line items instead of the 5 roles on every project?
Hello Bonnie Watkins, thank you for your sharing the details about your use case, I've passed your feedback on to our Product Team and we'll keep you updates on any changes 👍