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Tracking Budget versus Actual

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    Richard Loynds

    Yes this is definitely needed. Plus 5 from me! 👍👍👍👍👍

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    Richard Loynds

    Yes this is definitely needed. Plus 5 from me! 👍👍👍👍👍

     

    Anybody got a link to the request as I cant see it in the feedback section?

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    Stephen

    Note: moving this to the Product Feedback section for better visibility for the Product Team 👍 Thanks for voting all!

    Stephen Community Team at Wrike 💡Learn about Wrike’s killer features and best practices with our Online Training Webinars

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    Ivan Weiss

    I have requested this feature SOOOOOOO many times.  Unfortunately, one major thing Wrike falls behind on in my eyes as a project management tool.  I also have been told the hours will not roll up via subtasks which is a major roadblock for us.  We have submission phases and need to see how we do across the top level but the hours wont roll up

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    Denise Miller

    Additional vote for tracking budget vs actual.

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    Paul Bradbury

    I have signed up for a trial with Wrike but don't think I'll be using it... How long could it possibly take to add such a simple feature? Its been almost 1.5 years since it was requested... W/out the ability to track budgets, how is this even an effective Project Management platform? It would be like a car company producing and trying to sell cars with no steering wheel!? Are there any fixes yet, or is the company and the product going out of business? 

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    Ivan Weiss

    Paul, I have been a faithful user of Wrike since very early on when the product was developed.

    Full disclosure, this is one of my BIGGEST frustrations with Wrike, that they have not fixed this.  However, I can tell you that it does not stop it from being a super effective project management tool.  We have had to find workarounds on this, but its flexibility really does allow it to do so many other things super effectively.  And I have tested many other products.

     

    If this is everything to you, it is not the right tool.  But I can tell you it does a lot of other things REALLY well.

    I can also tell you that Wrike for a long time went through a period of very little innovation.  But over the last couple of years that has changed and tehre are lots of new features always coming to users.

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    Stephanie Westbrook

    Hi everyone! Our Product Team is currently working on improvements for a better resource-planning and tracking experience. We’d love to hear your input!  If you have a few minutes take this quick survey and let us know your thoughts on how we can serve you better

    Stephanie Westbrook Community Team at Wrike 💡Learn about Wrike’s killer features and best practices with our Online Training Webinars

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    Brittany Rogers

    This is absolutely needed, and essentially the only thing holding back Wrike as our project management software from being successful! We are manually doing so much reporting that it's becoming frustrating! 

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    Ivan Weiss

    (編集済み )

    Stephanie, anyway to get some feedback and timetables on what this might look like? It is such a need feature to many of us it would be great to understand what is being done and maybe even volunteer to shape it?

    Personally I could care less about things like themes and would love to see focus on items like this core functionality. 

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    Justin Eccles

    Hello all, has there been any update in regards to this?

    It has been two years since the original post. We too need this function. The work around promoted by Wrike staff are clunky at best. 

     

     

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    Allen Hand

     

    Folks,

    I'm new here, however, reading that this post is nearing 2 years and still waiting for Planned vs Actual is not sitting well with me deciding to use this product.

    Can we get an update on this?

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    Ryan Boog

    I've been using some built-in functionality for a while to track this. It's not perfect, but it works!

    • I group tasks within folders and assign the tasks a custom field. I call it budgeted hours. If I recall, I think I can do this at a folder level as well. Pick one or the other, as tasks custom fields will autosum anyways on the folder field.
    • I then go into table view for that project (make sure you are viewing all tasks, not just active). I add my custom fields as columns and also add time spent
    • Folder by folder I can then see my planned (custom field or sum of them) vs actual time spent. It's not super pretty but it works for me.

    This works for giving me a glance at planned vs actual. It's good, in a pinch, to quickly reallocate budget if needed.

    Some caveats:

    • This does not produce any pretty graphs
    • This does not have an alert system.
    • When doing PM work, we look at these table views on a scheduled / planned basis. If you wanted to rely on Wrike for that, you could make a recurring task for that.

    It's not perfect, and if I were really a die-hard about trying to get alerts and charts to work, I'd get my developers to see if it's possible to create that via their API. 

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    Zac Zawalski

    Hey Guys,

    Currently evaluating Wrike and this is a key piece that's missing for us too...this looks to have been asked a lot but any progress on this development given its been nearly 3 years since the original request? 

    Zac

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    Lisa

    Hey everyone! Have you considered using Calculated fields for this? They can help you quickly see which of the projects are outside of the budget limit and by what percentage. Hope this is helpful! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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