[Status: Not planned] Workload Remaining Effort

One area that I find Wrike to be weak in is the relationship between planned effort and work done to date. There is no tie between how much work we planned to do and how much has been done so far, and thus how much remains. They are completely isolated pieces of data.

 

For example, if we have a task that is 4 weeks (20 working days) in duration, and we assign an effort  of 40 hours of work to be done in that time, the workload will show that the task requires 2 hours per day for the assigned user (basic effort assignment).  If that user doesn’t do anything for the first week, then there are 3 weeks left (15 days) to complete the 40 hours of work; which is fine because they have all 4 weeks to get the work done. However, the workload still shows that the load is 2 hours a day for every day of the duration, including the past days that they did not do anything, and all future days. It is not dynamic, nor does it reflect the difference in planned versus executed effort.

 

The only way to adjust for this is to manually go in and change the effort assignment to Flexible and redistribute the effort day by day. This is tedious and very inefficient when attempting do this for every task, especially long duration tasks.

 

I would love for tasks to have a “remaining effort” that can be used on the workload charts. If we look at the example above, given the user did not do any work the first week, the rest of the duration (3 weeks, 15 days) still has a remaining effort of 40 hours. Now the effort per day for the remainder of the duration is 2.667 hours per day (40 hours of effort over 15 working days). There is no way to show this in Wrike.

 

Let’s take it a step further and say that the user had other work to do and was only able to perform 4 hours of work on this task until the last week of the duration. Now they have to focus heavily on this task to get it done in time, with a remaining effort 36 hours, 7.2 hours per day, for the last week of the task (40 hours of effort - 4 hours worked to date, leaves 36 hours of effort remaining, spread across the last 5 days is 7.2 hours per day).

 

The workload does not reflect this. It doesn’t take into account how much of the effort has been completed versus how much effort was planned. The workload chart still just shows 2 hours per day throughout. This means that when I am planning additional work, it appears that this user is only at 25% capacity, when in reality he is now at 90% capacity because of this one task for that week.

 

I want to be able to have the option in the Workload view to show the chart based on remaining effort instead of planned effort. Otherwise, the workload view is only as good as the initially planned effort and does not show the reality of how busy everyone actually is at any given time. To truly see the current workload on users, Wrike needs to base it on remaining effort across the duration and if the tasks are completed already or are still active.

 

I have used another company’s PM platform in the past that based the workload dynamically on how much work remained to be done. So as the work was performed, the remaining workload either went up or down depending on the reality of how much effort remained. This painted a more accurate picture of users’ workload. And the “health” of the task was based on how far off target that workload was.

 

I think it would not be difficult to have this option in Wrike. It is simply a calculated data field of effort minus time spent as the basis for the workload chart instead of just the planned effort. The chart would be rendered based on one field versus the other. No change to the rendering engine, just the data fields fed to it. A simple display option could allow the choice of rendering based on planned effort or remaining effort. This would be a huge enhancement to the usability of the workload view.

 

I have created reports and custom fields in Table view to try to replicate this information, but you can’t create the visual aspect of the Workload view. This needs to be an option of the Workload view and not a columnar report to be useful.

 

Upvote 68
18 comments
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hi Jason Pontius, thank you for this post! This suggestion has been passed on to the Product team. Providing a detailed use case such as this is really helpful for the team when they're having conversations about requests from the Community.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Jason described this issue really well. The absence of remaining effort in workload chart makes ongoing planning a really cumbersome process. 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Has this been put into a formal request? Would love to upvote it.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

 
Product Feedback posts from the Community act as formal requests for our Product team. All of the suggestions are collected and used by the team while putting together their roadmap, so be sure to add your vote to this post! You can read more about what happens with Product Feedback posts in this Community article.
 
Hope this helped! If you need anything else, let me know.
0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

100% agree with Jason.

We try at the moment to implement Wrike as planning tool and not only as task management. And this is for sure a big drawback compared to other tools.

 

mdr

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

In our company would like to implement a planning (workload) base on remainig effort. Case described by Jason is the same what we would like to implement. 

mdr

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hey everyone, thanks a lot for your continued support here!

This suggestion is on the team's radar and all your feedback is passed to the Product team. Once I have an update from them, I'll make sure to let you know! 

mdr

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

Thanks so much. This update would be very useful for our teams.

mdr

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Our team also needs the above link between planned hours verses hours completed which will allow us to better determine when tasks are expected to be completed (assumes planned effort to completed is correct). Please add this feature as I know it will make it easier to determine when tasks not started on time are in jeopardy of not being completed on time not only by the manager but by the employee. 

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi everyone! I've changed the status here as the team is currently researching this suggestion and have plans to work on it next year 🎉 Thank you so much for your feedback here! I'll keep you posted 👍

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

This really seems like an oversight as the whole Workload/Resource add on, which is very expensive, is missing this very basic concept of "remaining estimate" which should update after time is tracked.  This is absolutely essential in the software development use case when trying to plan epics, etc. I think "product" should simple take Jason Pontius 's post as a spec, and simply build this.  Jason is right, there are other tools that handle this on the market, and with all I am considering investing in Resource, it sounds like it could be a real pain I'm about to set myself up for with updating those allocations manually to keep my workload accurate.

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Al Sape  You are correct that manually trying to keep remaining workload accurate is a serious pain. We gave up on that and try to use other means of understanding where tasks really are and what the remaining effort looks like. 

Thanks for your support on this notion. I haven't seen any movement or comment here for 6 months now.

Wrike needs to address this as other tools have done. 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi again, everyone!

I've checked with our Product team and got an update from them - unfortunately, after this suggestion's evaluation during the research phase, it was not prioritized for upcoming development work. We understand that this is disappointing news for you, but please rest assured that we will keep this topic on the team's radar and we'll continue to pass on your feedback to them. 

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

Once again this is Wrike not prioritizing fundamental features of a project management platform that their competitors provide. It's not a request for an odd, case-specific feature. This is basic, fundamental information needed in the platform to show the real effort needed to complete a task. There continues to be a core gap in architecture between planned effort and actual effort in Wrike.

Very disappointing and frustrating that it seems like the most fundamental improvements get "not at this time" for years while we get things like new icons for spaces. I'd much rather have real data then icons of any kind. 

 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Totally agree with Jason comment. Disappointing that this is not a priority

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I'm sorry I had to disappoint you here Jason Pontius, Emilie Graveline. This feedback will remain on the team's radar and if we have any updates on the remaining effort in the future, we'll make sure to let you know.

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

I think this is very important as well.  Currently I use a custom field system to get the "time remaining", but I cannot get a report that shows everything I need in one report.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Thank you for supporting this suggestion Jennifer breitbach! I'm passing your feedback to the Product team and I'll let you know if there's an update or status change here. 

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

Folllowing List for Post: [Status: Not planned] Workload Remaining Effort
[this list is visible for admins and agents only]

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