Reporting Project Volume Date for Specific Team
I need some reporting advice. I have a team manager who would like to be able to view data on how many projects her team is involved in. We don't track time, so the utilization report doesn't help us here. Generally this team is not the owner of a project but does have tasks assigned to them within a project. Is there a way to create an analyze board that shows projects that include a task assigned to a member of a specific user group? Is there another way to pull this info? I'm open to suggestions. Thanks!
I would actually look at a Report to accomplish this.
If you run an "Active Tasks by Assignee" report, and select all applicable Spaces as data sources, then filter to only include the Team Members (or Groups of Team Members) you need, you can create a Column view report that is displayed grouped by Project or Folder and Assignee:
This produces a report like this:
In this way, you can see at a glance a column for each Team Member, and an indicator of how many projects they are on, which projects, and how many tasks they are assigned.
Thanks Sarah! Is there a way then to roll up that info to the project level? What I'm trying to show is how many project in a given period this team is involved in rather than a task count. I can manually compile the list of projects, but that's not very efficient. 🙂
Hi Meghan, I don't think there's a way to roll it up to the Project level with just Reports. We don't have Analyze, so I'm not sure what additional features you have there. For our team, most people aren't involved in more than 10 projects at a time, so it wouldn't be too much to look at without a summarizing number.
If your organization has Tableau licensing, you can also use the native integration between Wrike and Tableau to create visualizations in Tableau of our Wrike data, and you likely could get the report you're looking for in that way.
I'll look into that, not sure if we have Tableau. Good tip. Thanks Sarah!
Meghan , do you have any project-level fields that can help your report? We use custom fields to denote project members by role (besides owners), so I can pull a project report and filter by "Designer", for example.
Carolanne Mak I don't have a customer fields for roles, but I'm interested. Would you be willing to share some screenshots of how you have it set up? Trying to wrap my mind around it. Is there a field for each possible role? Or can you list multiple roles in a single field? I use "Job Roles' in Wrike but now with custom fields. Thanks!