Future Utilization Report Based on Capacity and Effort Assignments

I would like to have a team utilization report that allows me to pick a future date range (up to a year) and report on my team's Capacity vs. Effort Assignments using their total hours available based on schedules and the sum of the effort in their task assignments. We are a consulting operation that onboards clients during 1 quarter of the year and executes on contracts during 3 quarters of the year. For this, we need to be able to see ahead during our sales cycle to make sure we don't oversell our capacity and having a report that summarizes this is a must-have,

Currently the utilization report has limited time frame (days, weeks, month) and its reports only on previous work done as measured through time logs. This does not fulfill our need as it does not allow us to look ahead at work that has not yet been logged, so our planning activities are limited within Wrike.

Upvote 0
1 comentário
Spot On Innovative Approach Stellar Advice
Avatar

Hi Stephanie Castilla, thank you for sharing your use case and your detailed feedback. I've passed it on to our Product team. Please let me know if I can help with anything else 😊

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

0
Ações de comentário Permalink

Folllowing List for Post: Future Utilization Report Based on Capacity and Effort Assignments
[this list is visible for admins and agents only]

Alto
Didn’t find what you were looking for? Write new post