Effort Allocation: Allocated Hours

[Update 1/2/19]: Effort Allocation is no longer in Labs, please disregard the below. If you're interested in managing workloads, take a look at Wrike Resource

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Effort Allocation is a Wrike Labs feature which is great for indicating how much of an assignee’s day a task should take. Before, it was only possible to enter and view how much effort a task would take as a percentage (i.e. what percent of your day the task would take). We’ve received several requests about adding the option to indicate allocated time in hours, and now it’s here!

Allocation

Once Effort Allocation is enabled, you can use both the percentage-based “Allocation” field, and time-based “Allocated Hours” fields. The Allocation field allows you to enter what percent of a day a task should take (based on an 8 hour workday).


Use Case: Allocation in percentages is useful for indicating the effort required for larger tasks. For example, if a team member should spend half of the workday working on a task, simply enter 50% in the field.

Allocated Hours

Often teams need to work on various tasks throughout the day. When there are multiple brochures to design, blog posts to write, or campaigns to be launched, it can be tricky to calculate what percentage of a day to allocate to a single task. Now you can use the “Allocated hours” field to enter how many hours a task should take (without spending any additional time calculating percentages).

Use Case: Allocation in hours is useful when you want to

  • See how many hours per day each team member has booked for working on tasks.
  • Quickly check your team’s availability.
  • Balance workloads and reassign tasks from overbooked teammates to those who have an available slot.

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Hello, 

I have tried to set up the effort allocation plugin but it does not work.

I went to wrike labs and "enable"  "Task-based Resource Allocation"

Nothing change.

Could please help me 

 

regards

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Hi Maxence, thank you for reaching out. Once Effort Allocation is enabled you should be able to add an "Allocated hours" column to a Folder/Project from the Table View. After enabling that column, you can enter allocated hours for each task and view the allocated hours from the Table View or switch to the Workload View to see the Effort Allocation and tasks grouped according to assignee. 

Our Effort Allocation page has step by step instructions for how to add the "Allocated hours" column, can you let me know if you are able to add the column and then we can go from there? 

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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I would like to switch from the "Allocation Percentage" to "Allocation Hours". However, many of the tasks I assign have a duration of 30 minutes or 1 hour and 30 minutes, and the column keeps defaulting to 1 hour and 2 hours. 

Does this function only work in hourly increments?

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Hi Brandi, thanks for your question! By default, you can enter only whole numbers in the Allocated Hours column, but there’s a way to change it :) In the Table View, hover over the column name, click a dropdown arrow that appears on hover, and select “Edit column type”. A pop-up window will open where you can specify how many decimal places you need for Allocated Hours. Here’s a quick gif showing how it looks like:

Note, that the Workload View will still show rounded-off values, but you’ll see decimal numbers in the Table View and Task View. Let me know if you have any other questions!

Anna G Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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Question on use of Allocated Hours... I currently use Allocation Percentages.  The Workload view shows allocation hours.  I would still like to use allocation percentages, but would like to add this Allocation Hours field to the table view so that I can export the data with the Wrike calculated allocation hours (that shows up in the Workload view).  Can I do this?  Currently, when I add the allocation hours column to my table, all fields are blank, even though I have percentages added to the Allocation column.  It's clear that Wrike is already calculating hours from my assigned allocation percentages.  How do I surface this field in my table view?  Also, what is the consequence if I have both Allocation and Allocation hours fields in my table and someone adds values to both for a given task?

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Hi Jenina, thank you for your questions! It’s not possible to automatically see calculated allocated hour values based on percentages in the Table View, and it would be great if you could add this suggestion as a separate post in the Product Feedback section of the Community.
Since you mentioned that you export the data I want to share a workaround that might work for you. It requires some manual work but I still want to provide it in case it helps.
When you export data to Excel, you can calculate Allocated hours by multiplying the percentage value by 8. Then you can expand the formula to the whole column by doing the following:
  1. Put the cursor in the cell with the formula.
  2. Press Ctrl + Shift + Down if you use Windows or Cmd + Shift + Down if you use Mac to select the rest of the column.
  3. Press Ctrl + D (or Cmd + D) to apply the formula to all selected cells.
Allocated hours are automatically calculated. 
 
To answer your second question: if someone adds values in both the “Allocation” and “Allocated hours” fields then hours take precedence. For example, if you have a task with "50%" value in the "Allocation" field and "2 hours" in the "Allocated hours" field, then you’ll see 2 hours in the Workload View. Let me know if anything is unclear, I’m always happy to help!
 

Anna G Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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Hi,

 

I've visited the labs page and am unable to see the Task-based Resource Allocation option at all. Pretty sure I am on the business platform trial so should see it. Was told it might be good to log out and login incognito but after logging out, saw no such option for incognito login. Cleared my cache and tried logging in, viewing labs page, still not there. Please advise - this functionality is critical for me to adopt this platform. 

 

Thanks!

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Hi,

I can see the allocated hours in the table view, but no matter what I enter there, the allocated time does not show up in the workload view. Not as percentage nor as hours. I can't figure out why, and would appreciate the help. 

 

Best,

Bernadette

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Anastasia

@Matthew, I noticed that this was sorted out for you through a Support ticket, but wanted to say thank you for including so many details in your comment! That's always really helpful. :)

@Bernadette, looks like you may be running into the same issue Matthew had, I'm opening up a Support ticket for you to make sure and to get this sorted out as soon as possible. :)

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Hi,

I want to understand if there is a way to attribute the Allocated Hours across multiple days. Default is that the full effort is assigned to all days if it spans more than one day. This doesn't allow us to understand our team's true capacity as the hours we have allocated are being multiplied out. Is there a way we can get a weekly view of the teams true allocated hours (based on input for the given week)?

 

Thanks

Sam

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I've added allocated hours on the table view but the timings aren't showing up when I switch to the workload view. What's going wrong?!

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Anastasia

Hey everyone! :) @Samantha, this isn't part of the current functionality, but there's an active discussion going on in this feature request thread and it would be great to see your vote there too: Resource Allocation - Controlling Hours per Day.

@Rebecca, it looks like this beta wasn't enabled for your profile - I'm opening up a Support ticket so our team could sort this out as soon as possible. Thanks for reaching out about this!

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Hello - we have enabled Effort Allocation on our projects, but it seems that something is not working.

In this table example, you can see that I have multiple tasks assigned to me today:

I should have a total of 22h of work assigned to me today.

When I switch over to the Workload view, I see the four (4) tasks, but I do not see:

  • the total hours allocated to me today
  • the background colour should be dark orange, but appears light orange

 

Is there some sort of configuration that I need to add/change?

Thanks,

Marek

EDIT: I opened a support chat for this, and Alexandra helped me out by indicating that you MUST have the Effort Allocation feature enabled for each user in order for the summation to work correctly.

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Stephen

Great to hear Support helped with this Marek! And thank you for dropping back and sharing the solution, it helps others who experience the same obstacle 🙌

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