How to report on planned hours (effort) ???
Hi,
We are using Wrike for professional services which includes the Wrike resource add on.
I plan work for our team in workload chart and once this is done I want to be able to report on the planned hours (planned effort) between two dates, but i cannot see any way to do this.
The main reason I need this funcitonality is because I have customers on retainers with a set number of hours per month. I need to be able to see how many hours I have planned for them so I don't go over / under. There are many other occaisons when I will need to report on planned hours also.
From the Timelog view of a project / folder it is possible to report on time spent between two dates. So the functionality exists for looking at completed time entries. I just don't understand why there is no way to do this for future planned hours? It seems like something many people would need to do.
Is there a way to do this? Am I missing something?
Hi Paul Connor, welcome to the Community!
I can see that you're discussing this with our Support agent already 🙂 Please let me know if you have any other questions!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
Yes, I have some email discussion with support but no solution yet.
To be more spcecific, I want to report on the total planned effort within a folder between any two dates.
For your reference, in our Wrike folder structure we have:
- A folder for each client
- Projects inside the client folders
- Multiple tasks assigned to each project
If you have any ideas I would appreciate assistance, thanks!
Hi again, Paul Connor! I can see that you're having a discussion around that, and it looks like the report that you're looking to use doesn't exist as functionality in Wrike. I'd still recommend scheduling a call with our Support agent to have a more in-depth discussion - you can do it from your ticket.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Is there any update on this request? I am interested as well.
HI there-
Adding on to this. I was hoping with the Advanced Analytics enabled, I could create a workaround. The goal was to show how many hours would be billed per project month by month into the future. The capability is in Wrike because it is on the resources tab. You can see planned effort month by month into the future. The challenge is that I can't figure out any way to use the Wrike Analyze tool to view that data in a friendly way.
I tried using the formula below to show how much effort is planned for each month, however the parameter won't work as I expected. The hope was that this would give me the total effort for the next month or the next two months etc..
([Total Task Effort (minutes)],Next(month,2))
This is a big deal to my organization and would love it to make its way into the product as it is a basic business need for Pro Services organizations.
Thanks!
Hey Josh Hart, I believe you're speaking to our Support team on this who will be able to assist further 👍
If you need anything else here, do let us know. Welcome to the Community 🙂
Elaine Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online
Elaine Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online
hi Josh Hart what was the solution in the end? We would like to show the hours / effort for the comings months in an histogram.
Nils-
No it was not. Wrike doesn't have an ability to project effort/hours into the future, at least in a usable format. I met with the product team and it sounds like they are considering some of this for future releases. We are manually copying every hour into a spreadsheet from the "Resources" tab on each project. We have 160 projects, so that is a tough task to do every other week. The data we need is there on that tab, but it can't be exported or reported on, even with the advanced reporting. There isn't a "sum" total on this page either, which would be useful for 160 projects. This is the only thing that Wrike can't do for us and unfortunately is a huge deal for our Pro Services organization. Out of necessity, we are having to move to spreadsheets and won't be able to do this for very long.. Hope this helps.
+1 for this one. It would be great to be able to show effort in reporting. Would be the number 1 thing to show for us.
Thank you for adding your support here Nils Troll, please be sure to upvote the original post by clicking on the heart icon 🙋🏻♀️
I know this is an old thread, but you could achieve this functionality by exporting the workload chart for specific start/end dates to Excel, and then sum the column for "Total task effort (h)" or "Total allocated effort (h)" (I'm not sure what the difference is b/w those). Not ideal to have to export data to another tool to do this, but much easier than manually filling out a spreadsheet..
Thank you for taking the time to share your solution here Greg Collins, it's much appreciated 🙌🏼
Also would love this functionality. We have to report our schedule ahead of time to people within our company and the level of detail needed exceeds what the workload chart export can give us. The report when the total effort is spread across multiple days doesn't clearly show that it is on multiple days. It just says 16 hours on one day (the "start date"). We have been manually adjusting the excel doc, but it would be nice if the report could break it out with the allocated effort per day.
Hi Karen Brooks, welcome to the Community 👋
Thanks a lot for supporting this idea and providing detailed feedback here! I'm passing your feedback to our Product team. Please make sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is. Here's more detail on that, but please let me know if you have any questions!
If you'd like to know what this Community has to offer, please check out our New to Community forum 🤗
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi, has anything come out of these requests? I also need to visualize future effort versus capacity in on clear report. Total capacity versus total effort planned in the future.
Thanks
Hi Martin Cabana, thank you for checking in here and sharing your feedback. The Product Feedback forum works based on a voting system. We check with our team and assign a status after a thread receives more than 60 upvotes according to our Product Feedback Guidelines & Statuses.
In the meantime, if there are any updates in relation to this suggestion, we'll be sure to update you here. Please let me know if you have any questions.
I too am interested in this functionality. I would like to be able to generate a report to see future resource utilization across all of our resources based upon project, not a dashboard. This way the report can be generated and emailed on a set recurrence to leadership to allow for resource planning and/or project priority planning.
Hi Jill Whitman, welcome to the Community, and thank you for sharing your feedback here. Please be sure to upvote the suggestion if you haven't yet🙌🏼
Cansu, How would I go about doing that?
Hi Jill Whitman, under the original post by Paul there is a thumbs-up button, if you click on it your upvote will be counted🙋🏻♀️
Has this issue ever ben addressed? We'd love to report on task effort between two specific dates to forecast how much revenue we can expect to recognize in a given time period based on estimated effort. This would be a game changer for operational and financial visibility
This is a feature that would be immensely help for my org, and I had assumed this would be a standard feature of Wrike. Being able to forecast upcoming revenue based on planned effort is crucial to making business decisions. Can we get an update as to if this is on the roadmap?
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online
Basudha Sakshyarika Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online