How to forecast billable percentage?
I am really struggling here. I'm trying to provide bi-monthly reports and monthly reports to our management team that shows the percentage a user is estimated to be billable for the upcoming two weeks or month.
I was hoping that I would be able to use Wrike Analyze for this and formulas for this. I was trying to create a report that summed a user's capacity per day and summed the total estimated effort given a specific time frame. Then looked at which tasks were billable and which ones were not to create a percentage of planned billable time.
Has anyone done something similar?
Hi Matthew Warren, I see that our Support agents were in touch with you about your question, please let me know if I can help you with anything else!
Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online
Cansu Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online
If a solution to this was found/worked out can you please share here for the rest of us to benefit from, thanks!! :)
Unfortunately, at this moment I have not found a great way to do this... the only thing I can think of is to create a Folder and add that Folder to all projects that are 'billable'. Then run a Workload Report on that Folder to see what percentage of time people have that is 'billable'. The problem with this is the Workload Chart is not a great thing to show when you have 40+ people. BUT it does work...
The main issue I am running into is the timeframe, I believe that I an create a bar chart in Wrike Analyze that will show Effort per person on task that are Due in the coming month or the next 7 days. My problem with that is I am not sure if a 2 week task will show in the 7 day view., etc.
I hope this makes sense.