Project overview i Gantt Chart
Hi,
I am looking for best practices or tips on how to setup Wrike to accomodate for the following case:
- Different project owners
- Different customers
- Different project teams with their own team leader
What I would like to achieve is, as a project manager / owner, to have a good overview of the projects I own, with the tasks and dependencies. At the same time I would like all team leaders to have a good overview of the total work load in my organization.
The customer owner / account manager need to have a good overview of all active projects for "his" customers.
Currently we have created a folder for each customer and then placed all related customer projects in the correct folder. This solves the issue for the account manager, but the Gantt chart gets pretty messy.
Any tips on how to setup Wrike?
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
Thank you for the tip.
I did try that, but found the custom fields to be prone to error, especially if the Customer field is "text".
For projects I have found that you can set project owner in Wrike, but you can not use that native field in the filter.
Anyways, I will look into using custom fields more actively! I have some suggestions on how to improve those, so I'll submit some feature requests as well. Thank you.
Eirik, thanks for getting back to me.
I tested the feature and made screenshots (above) - I was able to sort by Custom Fields. If that works with errors for you, I can create a Support ticket for you, someone from the team can help with troubleshooting this. Please let me know!
As for your suggestions, it would be great if you posted them. Our Product team are always happy to receive feature feedback, it helps plan enhancements and new Wrike features 🙂
Please get back to me if you need help from Support 👍
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
Sorry for being unclear about the Custom Fields and issues with those. What I mean is that if the end user is required to type customer name when creating the project, you might have employees writing for example "HPE" or "HP Enterprise" or "Hewlett Packard Enterprise" and so forth. This will become an issue over time. Also, the filtering does not remove the project in the Gantt Chart, only the tasks. See the following two screenshots:
Eirik, regarding customers' names, I can only suggest to set up appropriate naming conventions that everyone in your company will use. For example, if your Folder structure includes customer Folders, and the Folder for Hewlett Packard Enterprise is called "HPE", it would be easy to refer the Folder structure to check the way the customer is called in Wrike. Also, if some employees create different Custom Fields for 1 client, you can always join and merge them too.
As for the Filters, you are right, they are Task-based and that's why they only remove Tasks.
If you have any questions or suggestions, I'll be happy to help 🙂
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