Leading and Lagging Indicators for Time and Effort

Good Morning all,

One of the things that we were doing to support information and team management has been looking at effort, work, and time spent.  To do this we have created a Wrike Analyze Board that determines how much we are working within each category and the buckets we are assigning work.  We work with multiple grants and contracts so each grant is a category and there is a custom field that lists each category and a second one that has the deliverables for the grants.  When we create projects we identify the deliverables and the category they will go in.  We then take the time to identify the amount of effort we plan on doing in the project.  I have a series of pivot tables that look at overall effort for each of the categories  (SUM) and then a Sum of Time spent.  This allows me to view each of the areas we assign people and their total contracted hours.  

I would love to use a workload chart, but we don't necessarily have a daily amount of work each day.  I then check it throughout the year to check the percentage used in each of the assigned spaces so that I can clearly understand the burn rate that my staff is using.  Through this, I can ensure a few things:

  • We don't overload the team 
  • We make sure to hit all of the deliverables
  • All of our staff has been considered and we are not overusing a single person

I know each industry looks different, and I would be interested in hearing how you use analyze as well.

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