Analyze - advice on controlling capacity pr. employee in utilization and performance
Hi
I'm currently puzzled (and challenged) by the seemingly uncontrollable column "capacity" when I create a "Utilization and performance" board.
Capacity seems to be fixed at 40 hrs. pr. week pr. employee, no matter what settings are. I've tried to make changes in the settings for work schedules by changing the Daily Capacity field.
Capacity in our context is actually full at 37,5 hrs. weekly and all team members have varying utilization rates to follow, and it is essential to them to be able to follow their own status in % on hrs. spent on billable vs. non-billable hrs. which we hoped to be able to showcase in Wrike, so the standard at 40 hrs. blur the data a bit.
Furthermore it'd be helpful if the data regarding blocked days (PTO/vacation/other time off) is also utilized from the work schedule settings, maybe it must be added through advanced formula?
Does anyone have good hacks on how to obtain this in analyze? :-)
Bonus question - does anyone know exactly where data in column "planned utilization" is drawn from? Is it equal to that of workload and if so, is it based on active and completed tasks or which filters may be in use 🤔
Hi Maria,
We had a similar issue - our custom capacity is 6.5 hrs per day of working time (32.5 for the week). We have our custom capacity set on the work schedules and then used the below formula to gave us the desired capacity total total - keep in mind the "0.8125" was to help us reach 6.5hrs per day and 32.5 for the week:
IF(ISNULL([Total User Work Schedule Working Hours]*0.8125),0,[Total User Work Schedule Working Hours]*0.8125)
With that said, I just went in and removed the "0.8125" from the formula, tested it, and it looks like it is now pulling our custom capacity automatically. Blocked days on the work schedule are also being acknowledged now as well for us. We have spent a lot of time with our Wrike Support Manager and help desk to get this to where we need it to be and they have had to reset the data a couple times for us so that could potentially be the issue also. Might be worth reaching out to the chat bot or your rep directly and they rope in their Wrike Analyze specialists to assist.
In terms of the "Planned Utilization" field, this is pulled from task effort and capacity (task effort/capacity = planned utilization). Total Utilization is time spent/capacity just to give that as a comparison. For the task effort for planned utilization, it will pull any effort regardless of status that is planned for the desired time period. So if there is 30 hours of effort aka planned time (includes active, completed, cancelled, deferred) and it is a 40hr capacity week, then planned utilization will be 75%
I hope that helps!
Maria Hermansen my apologies, I realized I gave some misinformation. I did not account for the fact my team is part of a Work Schedules Beta with wrike and that is why days off and custom capacity are now coming over from work schedules to Analyze. I recommend reaching out to your rep or support to see if you can join the beta. It has made things a lot easier and the work schedules data seems to be accurately coming over to Analyze. Apologize for the confusion!
Elaine Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию
Elaine Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию
Tyler Harrison
Thank you so much for your detailed, yet understandable description! I'll be looking forward to either enroll in the Beta or see it released one day 🙌
Elaine That is great, thank you for your kind help 🤩
Herine I really appreciate you help on the support request pushed forward by Elaine - this is gonna be exciting and a major breakthrough to us!
Maria Hermansen thank you for the follow-up! Please, let us know if you need help with anything else 🙂