Creative Services Management

Hi all,

Anyone here use Wrike to manage Creative Services?  Looking for ideas on how to easily track your spend through Wrike for internal and external resources on projects.

Thanks!

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Yes, we use it for internal creative services. I like to think of it as placing my order for media I need to support marketing campaigns.

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Heather Hernandez -- Do you track costs through Wrike and if so, how?  We have a mix of internal designers and freelance designers and looking for ways to easily track their time in terms of $$.  

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Nancy Lawrence As far as I know, we don't track costs inside of Wrike because we are only using internal designers. In other work that I've done we liked using Paymo to track time.

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Hello Nancy Lawrence,

if your freelancers also have access to your Wrike workspace, and you are managing all their tasks in Wrike, it'd be quite easy to use timetracking in Wrike also. But you'd need a full Wrike licence for your freelancers, as timetracking is not available for collaborator accounts.

Florian

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Interested in this topic and what others are doing.

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Florian Kislich Hi Florian... yes our freelancers have full licenses and already track their time.  All our freelancers have different rates.  What would the process be for equating time with hourly rate for reporting?

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Hi Nancy,

I'd suggest the following:

  1. Create a report for time-entries of each employee as table view
  2. export this report to Excel
  3. calculate the fee based on the individual rate

Need more details?

Florian

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Florian Kislich  Hi Florian... yes, that is one way to do it and would require some v-lookup I think to tie individual rates to individual freelancers.  I was hoping to be able to tie costs to projects... all in one report.  Something that would be quick and easy for leadership to understand. 

Any other ideas from anyone? 

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Hi! I am not sure what kind of account you have, but the WfPS has budgeting features that might be helpful. https://help.wrike.com/hc/en-us/articles/360058001433-Budgeting-in-Wrike

If that isn't possible, I am hoping that at some point Wrike will add support for logic statements in calculated fields for reports. If that existed today, that might be a way of getting it into a report based on the individual rates. 

I am intrigued if someone else has found a better solution to this!

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We do some creative work, but similar to those above, they are internal requests. However these requests are make via a specific request form, and they have their own "creative workflow" as approvals and revisions will need to be made. 

I'd echo those above to use time tracking or custom fields for time spent. 

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Devree Czupinski Hi Devree... we have Wrike for Marketers so I don't think we have access to the budgeting features you mention.  Elizabeth Kennedy Bayer  Hi Elizabeth... we do the same for our creative services requests... we have request forms that link to different workflow templates based on the criteria that the requestor selects.  Our resources (writers, proofreaders, graphic designers, multimedia producers) all use time tracking and I can run a time-tracking report however that report is limited.  Plus, I'm trying to avoid a lot of manual work with entering time in multiple custom fields.  

Would welcome other thoughts or brilliant ideas!

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Try using custom fields and use General ledger codes to track specific types of expenses. Then you can see on the table view per task or line item and it all rolls up. You can also use a formula column for variance tracking.

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Our freelancers/contractors mostly have reg/full access to our account, and they are assigned work in the same way a reg full time creative is assigned work.  While we don't have WfPS - I agree that you would be able to create custom fields and formulas to track spend and workload views to track assignments

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