We have been using Table view to aggregate fields related to times, quantity and costs – mostly using the Sum function – so we can see, at a glance, calculated data related to projects.
In the new Table view, the aggregation option works differently and there is no way to make certain calculations within Wrike. For example:
- You can only aggregate custom fields that are plain numbers, you cannot aggregate fields that incorporate formulas i.e. you can't sum the results of calculations from formulas.
- You can only sum at project level i.e. you used to be able to get a calculation of the sums of sub-tasks within parent tasks.
- When you turn on the aggregate function for a project with sub-projects, it gives a total without turning on the aggregated sum function for all of the subprojects within the project i.e. to see individual project sums, you have to click and aggregate every sub-project within a project individually. In the old Table view, doing this for a parent project would switch the function on for every sub-project and parent task within.
We use Wrike for much more than just task management. The reporting and financial calculations within Wrike are fairly basic as is but if the new Table view is rolled out in Lightspeed, we will not be able to do any of the finance-, resource- and volume-related calculations we need for project management.
Please incorporate the previous Aggregation functionality of Table view into the new Table view!