Booking in wrike analyze
We are working with utilization and performance built in analytic report. Does this report considers booking in "planned time". If not how can we add it inside the formula ?
What about analyzing data for future dates ? Wrike analyze do not display any data when looking for future dates...
We have the same need and I believe planned time only looks at task effort and does not include Bookings. As far as I can tell Booking data is not available in Analyze. I hope that is added soon.
We don't have Analyze yet - but knowing how to do this will be a critical step for us - I'm following so that hopefully users can share their ideas here too!
Here are some other posts I am following / created related to this too:
I agree with Jacob Bodnar. I am not sure how Wrike would pull the bookings from a project.
Antoine Lovergne I'm very familiar with the Analyze tool and have created dozens of custom utilization boards from scratch. I found out the hard way about Wrike's limitations. One of this limitations is analyzing effort for future dates/timeframes. After having numerous advanced coaching sessions with the Wrike team, we realized that it's not a quick fix, but I made sure to provide feedback to the Wrike team so they can implement this feature in the future.
To this day, I've found 2 workarounds depending on the application and the data I'm trying to access:
For example, if I want to see the Planned Time for the month of August '22, I'd make sure to create a card called August 2022, and allocate the Effort to that card on each project. This method has it's obvious limitations. If I need to have granularity at a daily/weekly level, I'd use the second method.
I don't mind elaborating more on this if anyone feels like any of these 2 methods might work for their business case.
Long story short, Wrike can't analyze Effort on future dates, due to limitations on the 'Effort Date' filter because it mirrors the Timelog Creation Date (only looks back, doesn't show future months/weeks/days).