How Can I Enter Flexible Effort by Month As A Percentage?

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Mat Ward

Usually we assign resources to a project as a percentage of time by day/week/month for the duration of the project.

e.g. Here you can see I'm assigned to Example Project at 100% from April to July:

If I'm only needed for 75% of May, I can switch to Flexible mode and change the entry for May - however this displays the effort by hours, not by percentage. I am forced to manually calculate what 75% of 176h is and enter that number.

How can I enter 75% for May instead of being forced to enter the correct number of hours?

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Комментариев: 7
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Florian Gascho

I don't think this is implemented yet:
https://help.wrike.com/hc/en-us/articles/1500005226482-Specifying-Task-Effort

Since 75% would vary based of the Assignee's workschedule.

Why not set a daily effort of 75% of your Assignees Daily Capacity? 

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David Simmington

I don't believe you can enter 75% for May in this situation as Wrike currently does not support entering resource allocation as a percentage directly in Flexible mode. I think I saw this as an existing feature request you can upvote.

As a workaround, you could save time by using a spreadsheet to calculate hours for you.

Before entering data into Wrike, create a spreadsheet with:

  • Working days per month
  • Hours per working day (usually 8h)
  • Auto-calculated total monthly hours
  • A column to enter desired % allocation
  • A formula to convert % into total hours

You can then quickly copy/paste the correct effort into Wrike.

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Ali Moses

If you have the ask AI feature from Wrike/labs enabled, you can always ask the AI to quickly calculate this for you.

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Jeffrey Bond

Maybe using analytics, you could create a pivot table to show % vs hrs...?

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Jessica Kvanvig

Mat Ward, our workaround is using effort hours with an 8-hour auto calculated day. Even with one of our longest tasks, we haven't found a way to measure it by month.

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Mat Ward

(Изменен )

Thanks, everyone, for your suggestions.
Part of my issue is I have around 25 Project Managers and they're managing the effort of hundreds of resources across projects that go for months or even years.
The fact that we have to step outside of Wrike to calculate the number of hours to be allocated when availability across months is variable is painful for everyone involved!

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Rohan V

Hi Mat Ward 👋, thanks for posting such a clear and detailed post with relevant screenshots. And thank you to everyone for jumping in and helping Mat. As mentioned by Florian Gascho and David Simmington, it’s currently not possible to enter resource allocation as a percentage directly in Flexible mode. You can get in touch with our support team to see if there are any other workarounds specific to your use case.
 
Also, if you’d like, you can create a post to submit this as a feature suggestion in our Product Feedback forum, so that other Wrikers looking for the same functionality can upvote it.
 
Thanks again, everyone, for chiming in and helping!

Rohan V Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Rohan V Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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