I’d like to ask the community what their process is for workload and capacity planning, especially on work that is getting to the end of the sales funnel
We use Wrike mainly to manage current projects and track milestones and billing.
One thing we don’t use to its full capacity (pun intended) is the Workload feature as I find it becomes really complicated to forecast the workload for the projects in the funnel
We plan out several months’ worth of tasks at a time for our dozen or so staff
When a project gets to a certain point, we build a project framework in a “Pending” folder in Wrike so we can start looking at the timelines and a rough idea of the number of hours and staff needed.
The challenge is that something in the funnel will go from estimate to kick off very quickly and it would be great to have a view of best case / worst case scenarios if work hits.
How do others plot out work like this for their staff? Thanks for your feedback!