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How to Set Up Workload Charts to Track Effort in Wrike

Jason Carroll Updated by Jason Carroll

How to Set Up Workload Charts to Track Effort in Wrike

Workload charts help you manage your team members’ capacity, prioritize tasks based on their capacity, and plan work allocation. Using the effort attribute, which shows how much time is required to complete a task, a team leader can apply effort allocation to gain insight into how much of an assignee’s day a task should take (aka task allocation.)

Effort is a task attribute that shows how much time is required to complete a task. It is sometimes confused with duration, which indicates the period within which an assignee should complete the task.

Example: Two IDAs are assigned to write multiple tool drafts for one course, the task may span multiple days but require only an hour per day from each IDA.
This article will help you get started with workload charts. Use the available links found throughout this page to deep dive into all the incredible features and customization available in Wrike.

Let's now explore what a workload chart looks like, how to create one, adjust the View of the chart, and finally, how to set custom capacity for resource allocation.

Let's now explore at what a workload chart looks like, how to create one, how to adjust the view of the chart, and finally, how to set custom capacity for resource allocation.

Anatomy of a Workload Chart

  1. User or project list
    People - A list of users selected for inclusion in the chart.
    Projects - A list of projects from the folders selected to show on the chart
  2. Calendar grid
    Total daily, weekly, or monthly amount of allocated effort per user.
  3. Allocated effort
    A user's workload. The cells are color-coded:
    1. White cel: The selected user has 0 hours assigned to the project.
    2. A portion of the cel is light blue: The user is assigned 0 to 8 hours of task time.
    3. Red cel: Over allocated user.

For a deeper dive into what you see on a Wrike workload chart, visit the Wrike Help Center page on Workload Charts in Wrike.

Creating a Workload Chart

  1. Go to the home page and select Workload from the panel on the right. Alternatively, select Workload from the Launchpad.
  2. Click the blue Create Workload chart button in upper left corner of Wrike space.
  1. In the pop-up menu:
    1. Enter a title for the workload chart
    2. Select the users to be added to the list. For example, an LSG IDD may choose to add all members from their team for a specific type of workload chart.
    3. Click the blue Create button.

For a deeper dive into creating workload charts, and to review advanced settings, please visit the Wrike Help Center article, Creating Workload Charts.

Adjusting the View

There are many ways to customize the the view of a workload chart. This article includes a few options. For a full list of view customizations, please visit the Wrike Help Center article, Customizing Workload Charts.

View Workload chart by people or by projects

Click the View by dropdown on the left side of the chart's settings panel and select People of Projects.

Group tasks by their projects

Click the Add grouping button on the chart's settings panel and select Project. Each user’s tasks are automatically grouped by the projects that they're housed in.

Change the way allocated effort is displayed on the grid

Click the drop-down on the right side of the chart's settings panel (next to the Backlog Box button) and select one of the three options: Hours, Percentages, Full-Time equivalents (FTE).

Change the zoom level of the calendar grid
  1. Change zoom to see the daily, weekly, or monthly effort total assigned to each user.
  2. Click the drop-down menu icon in the upper-right corner of the grid and select Days, Weeks, or Months.

Additional view options are available for review in the Customizing Workload Charts article at the Wrike Help Center website.

Setting Custom Capacity for Resources

The custom capacity feature allows you to change the daily allocation limit for team members on Workload charts. An example of custom capacity is if an employee works a different schedule from the Wrike default daily allocation limit of 8 hours. Wrike remembers and considers any change you make to a team member's daily allocation limit.

Wrike applies custom capacity settings per chart, so you need to configure the custom capacity for each Workload chart separately.

Visit the Wrike: Configure Custom Capacity in Workload Charts knowledge base article for step-by-step instructions.

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