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Jeffrey Veffer

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Dernière activité effectuée par Jeffrey Veffer
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Jeffrey Veffer a créé une publication,
  1. Communauté
  2. Best Practices

We are a consulting firm looking to take our proposal estimation process out of the dark ages of multiple excel sheets! I've looked through many of the posts on Request forms and found a few great ...

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. How To
  3. Exporting to Word

Thanks Laura Boylan - this a good workaround

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Product Feedback
  3. Task print/ export

I agree, export of description text and other fields would be greatly appreciated!

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Product Feedback
  3. [Status: Backburner ⏳] Add 'Modified Date' and 'Completed Date' to exports - Allows project status reporting

Thanks Lisa - still we would be very interested in this as it would help in our reporting.

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Product Feedback
  3. Job Roles not showing in uploading excel files into Wrike

Hi there- Just following up on this request from about a year ago.... Have there been any updates from the product team?   thanks!  

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Product Feedback
  3. Adding Time on behalf of others

Hi Lisa - We would also find this useful, especially if someone leaves the company and hasn't entered their hours up to date.

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Best Practices
  3. How do you forecast capacity and workload for pending projects?

Hi Liam McGuigan - thanks for the comment - we are looking at the Bookings functionality, but from what I understand, it is more intended for individual projects than Capacity planning at the portf...

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Jeffrey Veffer a créé une publication,
  1. Communauté
  2. Product Feedback

Is there a way to see the historical value for the progress metric? This would be very useful to me as I am going back and pulling metrics to compare progress on projects on a month over month basi...

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Jeffrey Veffer a ajouté un commentaire,
  1. Communauté
  2. Betas and More 🔬
  3. [From Wrike’s Product Team] Interviews - Capacity Planning in Wrike

Hi 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 challe...

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Jeffrey Veffer a créé une publication,
  1. Communauté
  2. Best Practices

I’d like to ask the community what their process is for workload and capacity planning, especially on work that is getting to the end of the sales funnel We use Wrike mainly to manage current proje...