Resources view is available on accounts with the Wrike Resource add-on and the Wrike for Professional Services or Wrike for Professional Services Performance package. The feature can be enabled from Labs by the account owners and admins.
This is an experimental feature and as a result, it: may have bugs, is subject to change, and may be discontinued at any time. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.
Overview
Resources view is one of the views in Wrike that you can open folders, projects, and spaces in. Resources view is similar to Workload charts because it provides you with an overview of users' effort allocation. But unlike Workload charts, Resources view focuses on projects instead of users.
When you open a project in Resources view, you'll see all users who currently work on it, and their effort allocation for that particular project will be the main focus on the view.
Resources view is useful when:
- You're planning a project and need to specify resources and required effort prior to creating tasks. Use Resources view along with Bookings for that.
- You have recurring projects with known, estimated resource requirements but no granular per-task breakdown. Create a blueprint, open it in Resources view, and define effort for users or job roles using Bookings.
- You have a running project and need to see who’s working on it and how much planned work they have. Simply open the project in Resources view for that.
- You have a full portfolio of running projects in a folder or space and want to get an overview. You can open that folder or space in Resources view.
Wrike Tip! The majority of features available in Workload charts work similarly in Resources view. Check out this page to see what you can do to customize the view.
Enable Resources View
Account owners and admins can enable Resources view for their account.
- Visit Wrike Labs.
- Scroll to "Resources view."
- Click "Enable."
Open a Folder, Project, or Space in Resources View
Resources view is available to all users in the account except for collaborators. Any user, except collaborators, can add Resources view to a folder, project, or space that they have access to unless it's restricted by their access role.
- Navigate to the relevant folder, project, or space.
- Click the "+" next to the listed views.
- Select "Resources."
The folder, project, or space is opened in Resources view.
What You See in Resources View
- User list:
- All users and job roles assigned to tasks in the current project(s) in the view or that have effort allocated for them via Bookings.
- All users grouped by the project that they work in. If a user or job role is assigned to tasks in several projects, you'll see them displayed under each project.
- Calendar grid:
- The daily or weekly amount of allocated effort per user or job role. Monthly view is also available, which you can enable from Labs.
- Gray cells representing non-working days. In weekly view, weekends are visible only when you drag and drop tasks or create new ones.
- Today’s date marked with a red vertical line on the grid.
- Drag the grid to the left to see previous time periods or drag right to see future ones. Alternatively, use the < and > buttons in the upper-right corner of the view to see other time periods. And use the Today button to bring today's date back into view.
- Allocated effort:
- The calendar grid part of the view shows each user’s workload. Wrike adds up effort required for all tasks assigned to a user within the current project and scheduled for a particular day or week, and shows the number in this day’s or week’s column and this user’s row. Effort added via Bookings within the current project is also added up.
- Wrike uses a color-coding system to show how busy a user is. Click the Legend button in the upper-right corner to see the meaning of the colors on the grid.
- Tasks:
- Only scheduled assigned tasks from the current project(s) appear in Resources view.
- Click the caret icon to the left of a user’s name to display the tasks assigned to them on the calendar grid.
- The horizontal red line above some tasks means that these tasks have the Flexible effort type and the total effort is different from the sum of allocated hours.
- Backlog Box:
- Contains tasks from the current project(s) that are unscheduled and/or unassigned to users (but they might be assigned to job roles).