Enter effort on monthly level

Hello,

When looking at a specific project porfolio, we often look at an annual view. And usually we plan ressources at a high level (per month or even quarter).

We would therefore like to enter flexible allocations but at a higher level such as the month.

For example, I'd like to say that John will work on this task (that last for 5 month) 5 days in January, 10 days in February and March, for 5 days in April and for 2 days in May.

Today the only way to do that is to indicate day by day the workload... And that means to much work to enter it and maintain it correctly.

Would it be a feature that could be added ?

Thank you

Fabrice

BTW : it would go nicely with the new feature that allow you to see the capacity planning by month !

Upvote 4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
7 comments

Hi Fabrice Parisot, welcome to the Community! 🙂

I hope I didn't misunderstand, but I think that what you're describing is already available as a Wrike Labs feature. It's called "Workload monthly view". Workload chart's new monthly view helps you see how many hours of effort have been scheduled in a month, rather than just days or weeks, making it easier to plan ahead. If you're ready to test this out, you can enable the monthly view in Wrike Labs

Please let me know if that helps, Fabrice! 

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
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lisa,

I know about the "Workload monthly view". It a great new functionnality : it helps me visualize workload on a monthly level.

I would like however to be able to enter flexible workload on task directly at a monthly level and not day by day.

I would like to enter "I will work 5 days in January on this task" and not "I will work on the 4th, 5th, 11th, 12th and 15th on this tasks" because it would be easier/quicker and I do not need a daily detail.

I talked with the support on this subject and they encourage me to post here.

Thank you

Fabrice

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Sure, this Product Feedback forum is the perfect place for your feedback, so thank you again for posting here Fabrice Parisot🙂 I'm passing on your feedback to our Product team! 

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
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hello,

Is there any progress on this? I have a huge upvote from my team.

In our excel file right now we do it that way :

  • I look at the high level plan
  • Our tech Bill works 1d/week on project A and 3d/week on project B until the end of April
  • Project B is planned to end at the end of April and I want to plan that Bill will work 4d/week on project A after this date
  • In Excel, we have 4 weeks per month, one cell per week, for each project, so I just have to fill the number of days I want Bill to work in each cell

Our users are very reluctant to using the workload feature because it will make their life more difficult in terms of team planning, having to adjust it in hours per day rather that days/week.

Happy to discuss with the product team.

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi Alexandre BRUN, thank you for sharing your use case and chiming in here. 

We share all feedback we receive on the Product Feedback Forum with our Product team, if you'd like to find out more, this article explains what happens after we receive Product feedback.  I've passed on your feedback. 

We'll be sure to let you know if there are any updates in relation to this request 👍🏼

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

we would like to have the opportunity to enter flexible allocations for weeks and for months. And it would be great to enter not just values in working hours but in percent (of the selected employees' working hours)

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Martin Roth, welcome to the Community! Thank you for sharing your feedback with us, I've passed it on to our Product Team. You can check how we process feedback in this article 🙂

Also, feel free to visit our New to Community forum to get the most out of your experience with our Community 👍

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Enter effort on monthly level
[this list is visible for admins and agents only]

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