[From Wrikeโ€™s Product Team] Interviews - Capacity Planning in Wrike

Hi everyone! ๐Ÿ™‚

My nameโ€™s Lingbo, I am a Product Manager at Wrike.

A huge thank you to everyone here whoโ€™s been providing us with your feedback on the Community! And special thanks to everyone who helped us beta test rates for users and job roles, which is now part of Wrikeโ€™s Budgeting functionality.

Our team is currently researching ways of improving capacity planning in Wrike. Iโ€™d love to interview you to understand the most common use cases in regards to managing org-level and departmental-level capacity planning in Wrike.ย 

If you manage the work of your organization or department, and work with 100 or more employees / contractors / resources, weโ€™d love to help you streamline capacity planning in 2021. If you are interested in how this can be achieved more successfully in Wrike, please let me know below in the comments section here๐Ÿ‘‡ I look forward to talking to you!

Thank you again for your feedback!ย 

Lingbo Lu Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

Lingbo Lu Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

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Hiย @...

I am interested.

Best Sven

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Hi Lingo

I'm interested in being involved

Best

Jem

ย 

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Jose Javier Hernandez Amorosย This might be an opportunity for some country stakeholders in REU, what do you think?

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We do not handle 100+ people, but I have provided feedback in the past regarding better capacity planning/resource management by showing how much work/effort remains on tasks rather than just showing planned effort. Currently, Wrike does not show the reality of how much work is yet to be completed. There is planned effort through the Workload charts, and there are ways through reports to get numbers of how many hours have been completed and how many are left, but there is no chart or visual of what that means per day per person.

We need a Workload charts option to show effort remaining, not just planned effort. This will greatly help to see what our resources look like in reality moving forward, and thus help with capacity planning.

For example, if I assign a task of 40 hours to a person for 1 month, the Workload will show roughly 2 hours of work per day. Let's say that the person had some other work to focus on during this time, and falls behind on their average 2 hours per day. So with 1 week left in the month, they may have only done 10 hours of the planned work, leaving 30 hours to still do during the last week.ย 

Wrike does not show you this anywhere. If the Workload chart had an option to show Remaining Effort versus Planned Effort, we could see that this person is now 75% at capacity for this final week of the month. From this, we can know not to assign more work to them that would put them over capacity. You currently can't do this, so we take the Workload chart with a grain of salt as it's not accurate in reality. We have to look at how much is left on the tasks in Table view or through reports and just know in our heads that they are busier than the Workload shows.

I really want a way to reflect the reality of what is left to be done on tasks for each person, showing how busy they really are. Can't plan ahead if we don't know the truth of the situation.

ย 

ย 

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Hello, we don't have to handle 100+ people but we have the same issue as Jason Pontiusย describe in his post. I fully agree with him and I hope Wrike is gong to do some progress. So I am interested in being involved.

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Thank you so much for providing your feedback, Jason Pontius, Bojan Dremel!ย 

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

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Sven Passingerย Jem Wolfendenย Thank you, Lingbo will contact you shortlyย ๐Ÿ™‚

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

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Lingbo Lu

Sven Passinger, Jem Wolfendenย and Christina Fischer, I've emailed you just now. Hope to meet and talk soon!ย ๐Ÿ‘Š

Jason Pontiusย and Bojan Dremel, yes we are aware of this issue and are thinking about how to solve this. We might reach out to you to look at some potential solutions later. Thanks for your feedback!ย ๐Ÿ™

Lingbo Lu Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

Lingbo Lu Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

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Hi @...! We manage our contractor capacity planning and internal resources planning with Wrike. In both instances, we're struggling to actually manage the capacity limits.
I'd be keen to discuss how we could improve!

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Hiย Lingbo Lu!

We manage our internal capacity planning with Wrike. But as I mention in this post, we have challenges in managing our Pending projects coming from our Sales Funnel.

One of our challenges is that not all our funnel opportunities convert, so it would be too complex and time consuming to create a pending project for all of them so at the moment, we combine our in-flight projects/resourcing with an extract from NetSuite Opportunity tracking in an excel pivot to estimate what the capacity needs will be in upcoming months


We would love to know what others are doing in Wrike, especially combined with some of the improvements suggested by ย Jason Pontius

Thanks!

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Thanks a lot for providing your feedback and use-case Jeffrey Veffer!ย 

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

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Bookings (or effort) should definitely dynamically adjust if the project schedule (or task duration) changes or as hours are logged towards the project (or task).

See my use case here!

https://help.wrike.com/hc/en-us/community/posts/1500000632501-Dynamic-Bookings-Feature-for-Professional-Services

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Thanks a lot for sharing here as well, Andre Herrero! ๐Ÿค—

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

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