How to use analyze to get resource allocation by role

Hello! This is what I need, but I'm not sure how to get Wrike analytics/effort/resource to work for me. I've tried a few tests and it's not giving me any data.  

We have projects that should take each role a specific number of hours. We don't want to have to add effort for each task in our project as it's granular and tedious right now. Our idea is to have a single task with effort for each role in just that one task.

For example, in project ABC, there's a task called "Task for project ABC January." Then, I thought I would assign effort to that single task for 100 total hours. I would then break it down by role in the effort so 50 for Project Manager and 50 for Manager. 

We want to have a board that shows how much time/effort was logged for a project based on a baseline number. So when I run a report/analytics board on the effort, I want it to compare the total time logged for the project by role and then base it on the baseline number. 
So if I have a Project Manager on Project ABC and they logged a total of 60 hours, I would like a graph to show a variance of 10 additional hours were logged to this project instead of the baseline of 50. 

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Hi Caitlin Gubert,

I'm Herine from Wrike Team, nice to e-meet you!

Such report can be built in Wrike Analyze, but it's rather complicated. The main difficulty is the breakdown by role and project.

The data model that contains project records in Wrike Analyze is Wrike Core. You can see rolled up project effort and time spent there. However, there's no generic user parameter; instead, there are several data tables with different user parameters that are not interchangeable.

In particular, effort assignment is defined by Task Assignee, and tracked time - by Timelog User Name. Therefore, you can build a report that would show total time assigned and tracked by project, as well as variance, but it's not very easy to break it by user. If you break it by Task Assignee, you will see correct effort breakdown, but wrong timelog: this kind of breakdown will just show total time tracked in the task duplicated for both users. At the same time, if you use Timelog User Name, you will see accurate time tracked breakdown, but wrong effort: it will show you full task effort for every task where a user has logged time (even if the task is not assigned to them).

 

The easiest solution is having 1 assignee per task and ensuring that only assignees track time. In that case, it doesn't matter which user parameter you use for breakdown, Timelog User Name or Task Assignee, since full task effort / time spent will equal user effort / time spent.

 

When single user tasks aren't an option, there are workarounds with conditional formulas, but it is a rather complex solution and I don't think I'd be able to help without a full scoping session and learning your account workflow and report.

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

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