Inspiration - how to build the best visualization for forecasting resources?

Hi!

I'm currently working on building a board that can help us forecast our ressources based on capacity and task effort booked on each user.

Each user is working on multiple projects at once, so we're not interested in looking at ressources from a single project perspective, it is relevant to us to look at it from a user perspective.

I'd like a visualization similarly to the workload view, so users on the X-axis and time (weeks or months) on the Y-axis.
We're interested in seeing each users "booking %" pr. week (or other timeframe) based on capacity, and the filter for tasks calculated in effort should be all active and completed tasks in the given period of time.

I'm thinking a bar or line chart of some sort would be nice for this purpose 🤔

Bar in terms of making it a replica of workload view and
Line chart in the hope of being able to have a capacity line and a booked line and thereby be able to see the gap

If I'm totally missing out on something here, I'm also very open to be inspired to completely different solutions I may not have thought of myself!

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Comments

Pietro Poli

Hi @Maria Hermansen,

I've done something similar during these weeks.

To get booking % I've used this formula:

and put it on table and on a line chart to show how workload move

If you need something else we can arrange a videocall

Maria Hermansen

@Pietro Poli

Very interesting!

I'm currently trying to create something similar and have detected an "error" in terms of the calculations of the amount of planned time.

I'm thinking there maybe a possibility to use a formula to write out deferred or cancelled tasks - do you have any experience in this? 🤔

We are working with all four categories of statuses in our workflow, but for forecasting we're interested in what is booked (active statuses) and not what is in standby (deferred statused) - thats for a different view 😄

I'd love to take you up on your offer and possibly schedule a call!

Maria Hermansen

Workload and filter to match the planned effort in Table

Table and formula

The difference seems to be in the formula - I get a syntax error if I try to use the (SUM (Effort Task Effort (minutes))/60 and by using the total effort formula, it sums up all effort across all statuses - I assume.

Error

Pietro Poli

Hi @Maria Hermansen,
in your screenshot with formula:

SUM (Effort Task Effort (minutes))/60

You got error because is missing square parentesys []

SUM ([Effort Task Effort (minutes)])/60

You can filter SUM for Task Status adding a parameter to the formula, like this:

sum([Task Status Group],[Total Task Effort (minutes)])/60

Then right click on [Task Status Group] and you can edit Status Group you want to filter.

Julio Pompeu

Hi where are you creating these boards? I don't see any of those options of filters or settings on my Boards.

Pietro Poli

Hi @Julio Pompeu, I'm using Wrike Analyze for these dashboards.

Maria Hermansen

@Pietro Poli

I've been working on this for a while now and have been in contact with Wrike Analyze Support due to the fields being unavailable to me.

They've explained how some data fields are available in Core and others in Utilization & Performance, however I'm currently experiencing that the data fields you've used to create your forecast is a mix from the two areas - are you able to advice on which data model you've created your board?

It seems to me User Work Schedule belongs in U&P and Task Status Group in Core and that these aren't possible to "mix", however it seems to be exactly what you've been able to do 🧐

Pietro Poli

Hi @Maria Hermansen,

I used Utilization & Performance.

Rows:

User Job Role Title
User Name

Values:

Planned Hs -> sum([Effort Task Effort (minutes)])/60
% Planned -> (sum([Effort Task Effort (minutes)])/60)/(sum([User Work Schedule Working Hours]))
Available time -> sum([User Work Schedule Working Hours])

Columns

Months in User Work Schedule Date

I cannot filter task effort for task status cause I use this view for next months and I assume that "canceled or completed task" are few.

Kellie Graham

@Pietro Poli have you built any analyze boards that show each users time booked for projects based on their job role?

Pietro Poli

Hi @Kellie Graham,
not exactly but I'm pretty sure you can do it.
Have you tried to add as last raw "Project Name" (see my example above).

You will probably need to modify the value formulas to make sure it correctly filters the planned time for each (role, user, and project).

If you need some specific help, let me know.