🚀 Business Requirement
We are looking for enhanced validation capabilities within Wrike to improve data governance, consistency, and reporting accuracy across projects and time tracking.
- 🛑 Project & Location Validation (Soft & Hard Validation):
- Introduce configurable soft and hard validation rules when users:
- Delete a project
- Change a project’s location
- Remove a project from its original location
- ⚠️ Soft validation: Warning prompt (e.g., “This project is part of a governed structure. Are you sure?”)
- 🔒 Hard validation: Restrict action unless specific conditions or permissions are met
- ⏱️ Mandatory Time Logging Fields:
- Enable the ability to make time logging category a required field when users log time
- Prevent submission of timesheets unless all required fields (e.g., billable vs non-billable category) are populated
- ⚙️ Allow admins to configure required fields for time entries at the account or space level
- 🧩 Blueprint-Level Default Time Logging Categories:
- While creating blueprints, we already define task structure and ownership; similarly, we should be able to:
- Define whether each task is billable or non-billable
- Assign a default time logging category at the task level within the blueprint
- 🔄 When the blueprint is applied to a project, these defaults should automatically carry over to tasks
- 💡 This would significantly streamline time tracking and reduce manual effort for users
📉 Impact
The absence of these capabilities is creating significant operational and reporting challenges:
- 🧱 Data Integrity Issues: Users can unintentionally remove projects from governed spaces or delete them without safeguards, leading to loss of structure and visibility
- 📊 Reporting Inaccuracy: When time logging categories are not enforced:
- Leaders cannot accurately distinguish between billable and non-billable work
- Utilization metrics become unreliable
- Financial and capacity planning reports are compromised
- 😓 Inefficient User Experience:
- Users must manually select time logging categories for every entry
- This increases the likelihood of errors or skipped fields
- There is no standardization even though work is already standardized via blueprints
- ⚡ Missed Automation Opportunities:
- Time tracking is a critical component tied to deliverables and reporting
- Without default values at the blueprint level, we lose the ability to fully automate and standardize execution
- 🧭 Governance Breakdown:
- Projects can be moved or altered outside intended structures
- Teams may bypass workspace hierarchy, impacting reporting and visibility
✅ Conclusion
Introducing validation controls and blueprint-level defaults would significantly strengthen Wrike’s governance, usability, and reporting capabilities.
These enhancements would:
- 📌 Ensure consistent data entry and enforce governance standards
- 📈 Improve accuracy of utilization, billing, and operational reporting
- ⏳ Reduce manual effort and user errors in time tracking
- 🎯 Create a more intuitive and optimized user journey by aligning execution with predefined blueprint structures
- 🤖 Support Wrike’s vision of intelligent, standardized workflows where processes are automated and scalable
Overall, these features would enable organizations to operate more efficiently, maintain control over their workspace, and fully leverage Wrike as a reliable system of record.
Please, let us know if any other additional information is needed, we would be more than happy to work with you.
Cheers,
Sambit
