Question: Best Practices for Project Report

I have a question regarding how I can organize a project report. I am wanting a report to tell me if all of the tasks in a project are marked complete or not, without having to click on the specific project from the report. I also want to know if I can get the report to show me a percentage of the tasks completed for each project. Is there a way to make this happen with either a task report or a project report?

Basically, we bill for a project based on if the project is marked complete so it would be useful to know if a report can generate this information. Another side question: is there a way to automate Wrike that automatically marks a project complete if all of the tasks in the project are complete? 

-Tre

0
Комментариев: 11
Spot On Innovative Approach Stellar Advice
Avatar
Hello Tre Millett, welcome to the Community 👋🏻
 
May I ask if you've considered using Wrike Analyze? You can create reports with percentages and tasks. 
 
To answer your other question, yes, it's possible using Wrike's Automation Engine. You can create a rule if all task and subproject statuses change to completed, change project status to completed.
 
 
Please let me know if you have any questions 🙋🏻‍♀️

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

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

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Cansu Thank you for your assistance with the Wrike Automation. This will greatly help us.

I am unfamiliar with Wrike Analyze. Does this require an additional expense to our current subscription? 

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Hello Tre Millett, could you please check with your Account Owner if you're unable to see the Reports page like below. 

Please let me know if this helps 😊

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

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

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Hi Tre Millett our marketers use a project report to view the statuses of their current projects. If you're looking for a count, you can sort by project status:

That will sort your projects by completed and in-progress, depending on the statuses you use.

The closest you can get to seeing completion percentages in the reports would be the Project Progress. You will have to turn this on for each project as well as the folder that contains your projects. 

Once that is on you can see a percentage of completed projects within the folder.

 

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Cansu Samuel Kingsley Is there a way to automatically apply project health to all projects. This would be a helpful tool to have in settings. 

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Cansu I have access to the reports, but I am not sure what Wrike Analyze is compared to the reports

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Tre Millett Do you use blueprints to create project templates? If you do, you can turn it on there and all projects created from that template will have the project health feature turned on. As for projects in process... you may have to do those individually. I've looked, but there doesn't seem to be a bulk update for that setting.

FYI Wrike Analyze is a purchased add-on. Its not in our budget, but we would definitely activate it if we could.

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Samuel Kingsley - That is an excellent solution for project health, thank you!

Cansu - Do you know the cost of Wrike Analyze?

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Hi Tre Millett, can you confirm if you can see the same options with my screenshot?

Just to clarify, Wrike Analyze the name for the now Wrike legacy plan add-on, that covers prebuilt analytics boards or build up custom analytics boards and widgets like on my screenshot. 

I'm happy to arrange a meeting with your Wrike Representative if you'd like to discuss how we can meet your needs. 

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

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

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Cansu - Yes, we have the Business legacy plan and have access to the reports. What is the price difference between the legacy business plan and the business plus plan that has Wrike analyze? Or how much does the single add-on cost for Wrike Analyze? 

0
Действия с комментариями Постоянная ссылка
Spot On Innovative Approach Stellar Advice
Avatar

Hi Tre Millett, hope you don't mind me jumping in for Cansu here. I will ask your Account team to reach out to you to go through the pricing 👍

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

0
Действия с комментариями Постоянная ссылка

Folllowing List for Post: Question: Best Practices for Project Report
[this list is visible for admins and agents only]

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