[From Wrike] Financial Fields and Resource Management in Advanced Analytics (Wrike Analyze)

Hi Community,

My name is Herine, I’m the lead Wrike Analyze expert in Support, and today I’m happy to follow up on the biggest news we’ve had in a while for Advanced Reporting! 🥳

After collecting your feedback and running lots of tests, we are happy to address one of the most wanted customers requests for Wrike Analyze to make your reports even more flexible and advanced than before! 👇

• It’s now possible to build new charts with data on user and team capacity, effort or project finances
• The new metrics provide a great way to track capacity, oversee resources and plan future operations
• You can track expenses and earnings across their projects which is key for a successful project delivery

Note: These features are available for the customers on the Pinnacle subscription plan.

The new field sets in Wrike Core (our main data source) now include:

• Bookings 
• Effort (date and user)
• Financial fields
• Job roles

The Utilization & Performance data model is also extended with:

• Bookings
• User allocation (booked / task effort)
• Custom daily capacity and work schedules

Our Help Center articles are already updated to cover new resource, capacity, and financial fields:

• Advanced Reporting: Available Data
• Advanced Reporting: Utilization and Performance Report

Current Limitations

Since the new fields can significantly increase the amount of exported data, the export might take a bit longer than usual. 

We realize that not everyone may need budgeting and resource management data in their reports. To avoid overloading databases with unnecessary information, we’re currently adding these new field sets by request.

If you are still missing these fields in your data browser, please submit a Support ticket, and we’ll activate them in your account. 

Use cases

What can be achieved with the new fields now?

Budgeting 💰

Financial fields were never part of Wrike Analyze, and we used to suggest replacing them with custom fields or writing quite advanced formulas. Now, this is not a case anymore, all the financial fields can be used for reporting. 

For example, if you’d like to report on Actual Cost of your projects, you could just add this metric directly from Data Browser:

Effort 💪

Reporting on effort could be cumbersome since Utilization & Performance did not show future effort and did not display daily effort correctly, while Wrike Core did not show effort distribution by date and user. Now, it can be flawless in both data models!

If project data is required, you can report on effort in the Wrike Core model (all the template reports except for Utilization & Performance and custom reports):

If you’d like to report on capacity primarily, it’s better to use the Utilization & Performance model, and you’ll also be able to see the planned workload for the future, including bookings:

Capacity 📥

Default work schedule dates and daily capacity did not pull data from account settings and always showed 8 hours for Monday-Friday. With the new fields, you can display both custom capacity and work schedules, including vacations, public holidays, etc. This way workload reporting will be way more accurate!

For example, here’s my capacity report for this week:

You can notice that one user stands out :) Luke has a custom work schedule with daily capacity set to 10 hours, while everyone else is expected to work 8 hours a day. Also it now shows full week capacity, including the upcoming dates!

I hope you will love working with Wrike Analyze even more now 🙂 If you have any questions or feedback please let us know below 👇

Herine Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Herine Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices