When managing projects, keeping track of resource availability can be as important as managing human resources. Examples of resources you may want to track
- Physical resources (like a camera, projector, etc.)
- Conference room availability
There are several ways to track the availability of these resources in Wrike.
Add a Resource as a Regular or External User
To add a resource as a Regular or External User, you can either: 1) Have a dedicated email address for the resource or 2) Create a dummy user by adding +anytext immediately before the @ symbol. For example, email@example.com turns into firstname.lastname@example.org. If you’re using a ‘dummy’ email address: a new user is created but all correspondence is sent to the original email address (email@example.com).
Once the user is invited to Wrike you can assign tasks to the resource and view the user on the Workload View. Adding a user as a Regular or External User takes up a paid user seat.
Add a Resource as a Collaborator
The first option (above) requires a paid license seat, but you can also add resources as Collaborators (a free license type). If you use the Collaborator option, you’ll be able to assign tasks to them and use the Timeline View to view resource availability (by using the ‘assigned to’ filter.
Add a Resource as a Folder
Finally, you can create a Folder, name it after a resource, and then use tasks to designate when the resource is being used. Switch to the Timeline View to see the Folder’s tasks and get an estimate of the resource availability.
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