Table of Contents

Marking Projects Complete in Wrike

Casey Shew Updated by Casey Shew

Overview

When all of the development work has been completed on a project, it is extremely important that it is reflected appropriately in Wrike so that reporting is accurate and comprehensive. Every time a project in your portfolio is completed, the following should be done in Wrike to ensure all of the hard work you and your team has done is reflected in reports!

Definition of Complete

While the exact components of your project will vary, in general the development work should be considered complete when all of the following is done:

  • Faculty Sign-off
  • Quality Assurance
  • On-Demand Conversion
In the scenario that your project is undergoing alpha reviews but everything else is done, it can be marked as complete using this process.

Mark the Project Status Done

Somewhat intuitively, you should first mark the status of the project to Done. This can be done either through the project card view or through the gantt or table view.

Marking Status Done in Card View
Marking Status Done in Table or Gantt View

Populate the Completion Date

The field in Wrike that will house the final completion date for the project is titled Dev Completion Date. When all of the components are complete, you should populate the Dev Completion Date field with the date that the project was completed. Similarly, there are two ways to access and populate this field, through the project card view or through the table or gantt view.

Adding the Completion Date in the Card View
The exact list and order of fields on your card view will vary, but the field to populate will always be Dev Completion Date.
Adding the Completion Date in Table or Gantt View

In some rare cases, the Dev Completion Date field may not be installed on your project. If that happens, here is how to install it:

This field should be populated upon completion of both courses and programs, such as certificate projects. For example, when the final course completes in a certificate, the Dev Completion Date should be populated on both the course project in Wrike as well as the cert project.

Move Project to Post Development Subfolder

In addition to populating the completion date, it's important to move the completed projects into the Post Development area. This helps keep the list of projects in the In Development area manageable and useful. It also provides a quick view into what was completed per fiscal year.

Each course inside of a program should be moved when they are completed. You do not need to wait until the entire program is complete to move them. Course projects should be moved into the "Courses" subfolder underneath the fiscal year folder they were completed in. Like so:

Once all of the courses inside of a program are completed and have been moved, the project for the program should be moved as well, but it should be placed under the approprite "Programs" subfolder.

The term "Program" here is used to describe a project that consists of a grouping of multiple courses. The most common example would be a certificate project, but another could be a degree project that contains multiple course projects.

Not uncommonly the courses in your program may be completed in a different fiscal year than others, and a course may be completed in a different fiscal year than the entire program. This is expected, just move the projects underneath the fiscal year they were completed in.

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