Project Forecasting Made Easier: Introducing Wrike Resource Bookings

January 12, 2022 - 7 min read

Brandon Weaver

As the economy picks up from post-lockdown consumer spending, company leaders are setting big goals for business growth. It’s no secret that the key to hitting aggressive KPIs is ensuring strategic projects have enough resources to drive outcomes on time and within budget. But in a hot job market, top talent is hard to find, and even harder to keep.

To avoid employee burnout and lower attrition risk while still keeping strategic projects moving forward, team leaders need to carefully and accurately plan project resource requirements across the entire portfolio and ensure the organization has enough capacity to take on new initiatives.

However, with limited visibility into current organizational priorities and additional demand, resource planning exercises are often doomed from the start, resulting in wasted time and over-utilized employees. Fortunately, we’re excited to announce Wrike Resource Bookings, an easier way to quickly plan project resource requirements with improved insight into resource capacity and demand. Here’s how to revolutionize your project forecasting.

A quick refresher on Bookings

Wrike Resource Bookings allow you to create and store effort estimations for a project. Effort is the time you think a user or job role will need to complete a task. It can be different from duration, which indicates the time period within which an assignee should complete the task.

Why resource planning is important to business success

Accurate resource planning is vital to ensuring projects are delivered on time. If a project starts without enough resources on hand, or without the right job role resources available, it will lead to costly delays that hurt progress to business goals. For professional services companies, understaffed projects cost your business money and put valuable client relationships at risk.

To achieve successful project delivery, meet business goals, and improve employee satisfaction, you need to build resource planning into your project forecasting processes. Wrike Resource Bookings allow you to plan ahead and allocate resources based on project priority, current resource availability, and upcoming demand.

Introducing Wrike Resource Bookings

Wrike Resource Bookings enable project managers to quickly estimate how many hours they think a certain user or job role will need to dedicate to a project without creating a detailed work plan or work breakdown structure. With this data in mind, project managers can then collaborate with team leaders on project resource requirements to allocate available resources to high-priority projects, ensuring projects are set up for successful delivery while employee workloads stay balanced.

Wrike Resource Bookings also allow team leaders and PMOs to build better project forecasting processes, foresee portfolio resource needs for the entire quarter, and evaluate scheduling scenarios before assigning work to team members. They can prioritize projects by comparing project resource requirements against actual availability and delegate work based on skill and capacity. Wrike Resource Bookings provide an easier way to estimate, plan, and allocate resources across the entire portfolio and resource pool.

How it works

Whenever a project manager first starts to plan out a new project in Wrike, they can use Wrike’s Resources view as a “scratchpad” to quickly sketch out what tasks need to be completed and which job role resources are required to complete them. To estimate how many hours each task will take a required resource, the project manager creates a new Booking to “bookmark” that resource’s time without actually assigning any work.

Whenever a project manager creates a Booking for a certain resource in Wrike, it appears as “requested effort” for that resource on a team manager’s Workload chart. This allows team managers to evaluate how many hours have been requested from a team member or job role compared to how much remaining capacity each team member has. If a team member has enough time available to work on the requested project, the team manager can assign it to them. If the resource is at risk of being overbooked, the project and team manager can discuss alternative resource options.

Wrike Resource Bookings are also a great tool for planning short- and medium-term resource needs for upcoming projects in the portfolio. By creating different Booking scenarios, the PMO or departmental team leaders can visualize different resource distribution scenarios across all projects and pick the one that most aligns with the organization’s strategic goals and project resource requirements.

Finally, after a project closes, project managers can compare estimated effort — Resource Bookings — with time spent to optimize future project forecasting exercises.

5 use cases for Wrike Resource Bookings

Resource Bookings allows you to estimate how much time each job role needs to dedicate to upcoming projects. Here are the five primary use cases where it’s most beneficial.

1. Capacity planning

Gain visibility into resource capacity to do all the work your organization needs to complete in the next three to six months. If enough resources aren’t available, the PMO will need to prioritize certain projects and reschedule others. In the Wrike app, you can see how many total hours are available for each job role versus how much work needs to be done.

2. Demand planning

Increase visibility into how much is being demanded of your team’s resources in the next quarter. If certain resources are consistently in demand, your PMO or department leadership can recommend opening a headcount to add more capacity to the team. In Wrike, the PMO creates Bookings to estimate how much time each job role or user needs to spend on upcoming projects.

Within the department’s team Workload charts, Wrike shows how many hours have been requested versus how many hours are actually available. In the case of over-demanded resources, PMOs and department leaders can work together to prioritize projects for the upcoming quarter.

3. Resource requests

With greater visibility into overall demand and workload, team leaders can approve resource requests with confidence, ensuring team members aren’t overwhelmed. Using Wrike Resource Bookings, the project manager creates a Booking to request a user’s time on a project. Then, in the team’s Workload chart, the team leader can review how many hours have been requested versus how many are available. If the resource has enough time available, the team manager can assign the work right from the Workload chart.

4. Portfolio, program, and project resource forecasting

PMOs must ensure the highest priority strategic projects have enough dedicated resources reserved or risk missing deadlines. To avoid this, the PMO can create a Booking in Wrike to estimate how much time each job role or user needs to spend on upcoming initiatives. With Resources view, the PMO can see a portfolio, program, or project-level overview of all resources and their booked effort. If certain resources look overbooked for the quarter, the PMO can rearrange resources and reschedule projects to ensure the highest priority work has ample resources available.

5. Planning optimization

Project managers can improve accuracy of resource estimations to optimize future project forecasting and planning. Here, the PMO creates Bookings to estimate how much time a user or job role will need to dedicate to a project. As the project progresses, users track time on project tasks. After a project closes, the PMO can create a report to compare the Booked Effort estimations and Time Spent actuals to see how close the estimations matched the actual time spent.

A smarter way to allocate resources

Don’t let mounting projects get in the way of accurate resource allocation. As team leader, you have enough tricky tasks to coordinate so that projects keep humming along. Don’t let resource allocation be one of them.

Current Wrike Pinnacle users already have access to Resource Bookings. For all Wrike users not on the Pinnacle plan, please contact your customer success manager to view a demo. Then, upgrade to Wrike Pinnacle and start using Resource Bookings to simplify your program resource planning, today.

Brandon Weaver

Brandon Weaver is a former Senior Content Marketing Manager of Wrike. Early in his professional career, he worked with Conan O’Brien and ate breakfast at his house. He shares a birthday with Elvis, loves traveling, appreciates a great tagline, has a healthy obsession with the Golden State Warriors, and his favorite quote is “Keep smiling, it looks good on you.” At Wrike, he wrote about collaboration, project management, and how automation makes work not only easier, but better. Isn’t that what we’re all here for?

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Wrike Tips 7 min read

Why Your CWM Must Have BI Reporting Tools and Workload Management Built-In

We’ve come a long way in a short time during this blog series. So far we’ve detailed: Leveraging an organized project intake method, rather than managing work in spreadsheets Enhancing team collaboration and speeding up design asset approvals Automating repetitive tasks and moving work forward fast Improving client transparency, sharing, and tracking project progress The final article is about digital advertising reporting, managing team resources, and ensuring all your work stays secure. Compiling digital campaign data is laborious Digital marketers have more data at their fingertips than they can manage, and as advertising spend continues to rise, the need to optimize campaigns grows stronger. The growing digital advertising spend only adds to the mountain of data marketing executives are accumulating elsewhere in automation and analytics platforms. Meanwhile, CMOs and other marketing leaders have identified two blockers to effectively using analytics: Proving the value of analytics to marketing efforts Demonstrating the overall impact that investing in data will have on their organization Curating all the available data is challenging because everyone, including non-technical members, must be able to view, interpret, and act on it in real time without requiring external resources. Of course, numerous BI reporting tools can tap into the digital marketing channels, yet the data often requires an analyst to interpret it for marketing team members. Even when data is extracted by data reporting tools, it’s not standardized in a uniform view. YouTube and LinkedIn, for example, have “subscribers” and “followers,” respectively. Both are the same metric but are traditionally looked at separately. After standardizing the data, presenting it in an actionable way remains a struggle. Digital marketing moves too fast for teams to mess around attempting to interpret the findings so they can iterate in real time. Think about ad auctions where it takes, at most, 300 milliseconds to complete an auction, of which billions occur every hour. Data review and adjusting strategy that takes weeks or months isn’t acceptable. Marketing leaders must have complete visibility and an easy way to automate data collection so they can iterate in real time to optimize results. Balancing team workloads is an ongoing issue If you collaborate with freelancers, an agency, or a professional services team, you know that to maintain profitability, team workload management is crucial. Too much work and you’ll have a long backlog you’ll never get to address. Not enough work and you may struggle to keep everyone working at full capacity. In both scenarios, you need a workload management tool that empowers you to reprioritize and reassign work in an instant. Then, there’s the issue of billable versus non-billable work. Not maximizing billable hours opens the door for more non-billable activities that won’t contribute to the bottom line. When you don’t have full visibility into everyone’s capacity and work coming down the pipeline, how can you expect to balance their workload and maintain profitability? It’s an ongoing headache and one that can be avoided once you have a CWM solution with built-in capabilities for time tracking and resource management. Your data isn’t behind lock and key Company-wide, teams operate with a variety of sensitive information — financial and legal documents, employee records, upcoming product announcements — that requires extra safeguarding. Coupled with the digital transformation era and the global shift to cloud computing and securing data gets even more complicated. From the organization’s perspective, the cloud serves two key benefits: huge savings and the convenience of accessing resources and data without having to manage the servers that store the data. Meanwhile, these same companies also want to enjoy the benefits of collaborative work technology, especially highly regulated industries like healthcare and financial services. These industries must comply with even more strict rules, so they often forgo using any cloud apps. All want to be reassured that their work will only be accessible to those with permission and won’t fall into the wrong hands. Without that level of enterprise data security, companies run the risk of failing to comply with federal regulations but also losing their customers’ trust. But who controls the data and who has access? If you don’t know or aren’t satisfied with the answer, look for a CWM that offers enterprise data security software with encryption codes and a digital paper trail of who accessed the data and when. How Wrike solves each pain point Wrike Insights Wrike’s advanced reporting and business intelligence enables you to sync with 50+ apps for real-time digital campaign performance data, including Google, Amazon, Facebook, LinkedIn, AdRoll, Microsoft Advertising, Yahoo, TikTok, and more. By unlocking this cross-channel analysis, users get 360-degree visibility into campaign performance and where to iterate for the best results without requiring BI reporting tools or data analysts. Built-in data visualizations and analytics dashboards will help your team be more confident on where to take action to maximize ROI. Wrike Resource Management As workloads increase and your team scales, Wrike Resource Management allows complete team availability at a glance with shared tasks, folders, and projects so that managers can reprioritize or reassign work as necessary and optimize performance. It’s a single, collaborative workload management tool that anyone — even external stakeholders — can access from anywhere. Here you can plan, schedule, and allocate resources to set priorities and distribute work. The built-in time tracker and detailed timesheets let you measure effort and review how long projects take to complete. Meanwhile, the Workload view allows you to boost performance and prevent employee burnout by reassigning and reprioritizing tasks based on bandwidth. With this additional transparency, team leads can manage dependencies using Gantt charts and prevent bottlenecks from happening via Table view. Packaged all together, it’s true end-to-end quote-to-cash visibility where you can balance team workloads and help ensure profitability. Wrike Lock Keeping data secure in the modern age goes beyond username and password login details. Wrike’s enterprise data security provides users with customer-managed encryption keys along with an extra layer of encryption by locking the keys to their data. Think of it this way — it’s akin to having a secret code name to get access to the vault’s password, before you can see what’s behind the vault. Furthermore, Wrike doesn’t store your master encryption key, so only you have access. Wrike customer feedback Derick Dahl, Director of Product at Sonance, speaks about the benefits his marketing team has experienced using Wrike Resource for team workload management: “Wrike Resource helped control the otherwise overwhelming nature of our marketing team’s work by allowing us to identify and correct overtaxed employee workloads, reducing the average number of active projects per employee from 12 down to three.” Torsten Mühlhoff, Marketing Controlling & Corporate Projects at ABUS, speaks to the value of Wrike’s security features: "It’s easy to assume that an on-premise solution would be more secure than the cloud. However, our provider and its partners are much better equipped to guarantee the security we need. We’ve also reduced our admin workload and made life easier for our own IT....Wrike is one of the most secure collaborative work management platforms out there, and we really feel we’re in the right hands." Select the best CWM solution for your team This article series isn’t an exhaustive list of pain points that hyper-growth and enterprise teams experience and how a CWM solution can be the answer. As you evaluate vendors, what is exhausting is comparing features head-to-head and reading reviews. Get your free copy of our new eBook, Empowering Teams With CWM: 13 Common Pain Points and How to Solve Them, which highlights the 16 most important CWM features to answer the most common pain points. Try out Wrike today and see why 20,000+ customers rely on our collaborative work management platform to streamline their workflows, get work done faster, and scale.

Wrike Tips 7 min read

How Workflow Automation Software Frees Up More of Your Time

In part one of our “selecting the best CWM solution” series, we discussed that having a centralized project intake method and managing all your team’s work using a system of record are essential to working efficiently. Without these in place, you’re likely struggling to keep track of work, managing projects in multiple programs, and chasing down stakeholders to get project details. Part two highlighted the pain of slow asset approvals and siloed teams trying to collaborate. Today, we’ll focus on the advantages of workflow automation and working intelligently. Pain: You can’t automate repetitive tasks Most projects and tasks go through predictable stages before completion and always with some repetitive work. Assigning tasks to the correct teammate, advancing work to the next stage, and completing and archiving work. Administrative work translates to lost time on productive activities like interviewing customers for case studies or writing a new product announcement blog article. Why not use workflow automation software to auto-assign and notify the correct person when work is ready for their sign-off? There’s a finite time in the work day, and teams shouldn’t waste a second doing admin work that can be left to automation. Pain: The rate you scale is too slow Business growth can often be a blessing and a curse. Blessing because revenues increase and teams grow but a curse because as organizations scale, projects and workloads increase, which could introduce resource availability constraints. As work demands escalate, teams don’t have time to dig through piles of data for decision-making insights. As a result, collaboration gets tougher and boundaries between work and personal time become blurred. With increased workloads, it becomes challenging for project owners and managers to manually track and analyze the progress of high-level initiatives and granular tasks. Assessing risk becomes equally challenging and determining risk levels based on intuition and experience is less effective and nearly impossible at scale. Project owners and managers need an efficient way to identify at-risk initiatives at a glance and prioritize them without manually checking in with team members and digging through multiple project levels. Once a potential risk is identified, they need insight to accurately diagnose the cause and determine next steps, whether it’s notifying stakeholders, alleviating bottlenecks, adjusting resources, or updating timelines. Machine learning and AI continue to seep into our everyday activities and routines. Smart devices act as personal assistants to help manage calendars and set reminders. Help center bots are more prevalent to provide great customer service. Our most used applications provide auto-generated responses, such as Gmail, LinkedIn, and many phone messaging apps. All this technology is available at our fingertips to be more efficient, collaborate, and do more. Why should work be any different? Workflow automation tools free up teams to do their best work. As workload and collaboration ramp up, team members may sometimes get buried with notifications in need of timely responses. This is noteworthy because most work-related communications and responses are short and require simple decisions, but it takes too much time and manual effort. Plus, there’s pressure to respond quickly while juggling more responsibilities. Yet with notifications piling up, it can be overwhelming to respond without a quick way to answer. You need a workflow automation software solution that empowers you to act quickly and move work forward without much manual effort. Even in the digital transformation age, not all work is digital. Ever get a printed document or handwritten note from a colleague that the rest of your team should see? Even if you could digitize the file and upload it, the editing process would be painful. Physical document sharing, editing, and collaboration is unrealistic across distributed organizations and teams because members don’t have access to traditional office technology to digitize print assets. Common problems meet Wrike solutions Wrike Integrate, our workflow/process automation software add-on for all complex and multi-app workflows, has teamed up with our new Automation Engine to automate repeatable processes within Wrike. The Automation Engine can automate your most-used workflows to reduce operational busywork. Based on if/then logic, account administrators can build automation rules using triggers and actions to create custom reminders and notifications, move and organize work, update work status and assignments, initiate approval workflows, and take action based on project risk levels. No coding experience is necessary to create the automation rules. There are many advantages of workflow automation. By removing repetitive tasks from a team’s workload, you can reduce errors, streamline processes, and save each team member hundreds of hours per year — another way of improving productivity. Project Risk Prediction Wrike’s built-in Work Intelligence™ features Project Risk Prediction, where we use machine-learning technology to predict potential project delays and alert project and team leaders of the possible causes. This allows them to take action fast to reduce or avoid delays. Our workflow automation software uses signals like start and end dates, tasks extending beyond project deadlines, and prior outcomes from similar projects to assess medium and high risks, and sends email digests to alert users. The predictions can be used as inputs to the Automation Engine to trigger actions that automate the activation of different scenarios based on project risk. Smart Replies To address the need for quick, short responses, Wrike’s Smart Replies allow users to take quick actions to move work forward by responding to notifications and activity with automated replies generated with machine learning. Each reply is based on the context of the conversation and allows users to select from up to three responses for each @mention received in their Wrike Inbox. Document Processing Teammates don’t have to fumble with physical documents anymore when they want to share with the group. Wrike’s new Document Processing functionality, an optical character recognition (OCR) technology, digitizes and converts printed documents and handwritten notes into editable text files. Just use your mobile device camera as a scanner, save the file as a task attachment, and upload to Wrike. House of Design automates their workflow Ryan Okelberry, COO/Principal at House of Design details how Wrike’s automation speeds up his team’s workflow to deliver results: “... [Wrike] has been simple enough to allow us to write recipes fairly quickly and easily without having a lot of programming experience. It is often the little things that we can write recipes and automation for that really enhance the Wrike platform.” Work smarter with automation Automate your workflows, identify at-risk work, respond quicker, and collaborate on physical documents. It’s all possible with Wrike’s Automation Engine and cutting-edge Work Intelligence™. Let Wrike show you how by starting a free trial today. While you’re at it, download our new eBook, Empowering Teams With CWM: 13 Common Pain Points and How to Solve Them to learn the four key areas to consider when evaluating a CWM solution, including the top 16 features for hypergrowth and enterprise teams.

News 10 min read

Wrike Collaborate 2021: Next-Gen Capabilities Set A New Standard For Collaborative Work Management

Digital transformation is in full swing as organizations continue to iterate on their work structure. Adopting new systems to meet remote work demands and maintain business continuity remain a necessity — albeit at a cost, like burnout contributing to The Great Resignation. Many teams thought that new tech tools would keep them productive and collaborative — which they have — but as it turns out, it was a band-aid solution to an evolving larger problem. Work is getting lost in unstructured solutions, like instant messaging, video conferencing applications, and the more rigid solutions previously in place, creating a dark matter of work with no system of record. From this, workplace complexities have increased along with employee burnout. Consider the following survey results: A Citrix survey found that employees use more than 10 applications daily, and as a result, 98% of business leaders admit their employees experience frustration A Wrike survey found that lack of engagement, employee burnout, and productivity issues were the top three workforce risks this year The new complexities of digital transformation are making it more difficult to do our best work. Wrike’s newest product updates are designed to reduce these workplace complexities, improve the employee experience, and enable organizations to keep pace with today's digital transformations. Never before has a work management platform been able to offer such flexibility, simplicity, security, and connectedness to provide natural support of workflows at every level of the organization: individual, team, department, and company-wide. This unique orchestration of workflows and processes enables entire organizations to work as one collective body. It’s time to move forward together in Wrike. Meet our 2021 Collaborate product updates Work Models Traditionally, Wrike users work out of tasks, projects, and folders, but in reality, work is more dynamic. Wrike is the only work management platform that has moved beyond projects, tasks, and spreadsheets to use the language of your work specific to the workflows that you have at hand. Wrike’s work structure can now natively support “user stories,” “campaigns,” “customers,” or any other custom entities you want to introduce. It can also support nested structure in those entities — for example, “user stories” can be part of “epics.” This allows users to perfectly model the work of any team or department in the company while allowing the whole organization to use one work management platform. If you’re familiar with Blueprints and Wrike’s custom fields model, think of Work Models as next-generation templates that include tailored work items, with custom look and logic established by adding and configuring required fields, workflows, and automations. This new functionality makes layout, format, and behavior all customizable. Work Models give users a similar level of freedom, configurability, and flexibility to how teams work, regardless of their function, size, and scale. Work Models help to easily create templatized work items that can be account-wide or limited to a specific Space. Space admins and key team members can define their business function-specific work, while Wrike admins and owners can build items that make sense to everyone and can be used by multiple teams. Real work item creation is one click-away — either users pick the relevant Work Model from the familiar “big green plus button” menu or add new records via the context creation menu in their space. Goal management It's harder than ever for employees to see how their work contributes to team and company objectives and for executives to know if their employees’ work is aligned with company goals. With remote work becoming more mainstream, executive leadership and teams find it more challenging to stay inspired and motivated. Not having proven results and metrics makes it more challenging to connect strategy, plans, and work in the future. Communication issues only add to the problem, with many employees losing sight of their shared company goals. Our goal management solution intends to solve all that. Goal management relies on the brand new Work Models concept introducing new types of work items like objectives, goals, key results, deliverables, and more. It embeds user-defined fields, automations, and schedules, and can be easily tailored to fit organizational or departmental needs. Moreover, it takes advantage of Wrike’s work hierarchy model and cross-tagging to track the activity’s progress and measure the connected goals attainment versus project-based or task-based work completion. Wrike’s Work Intelligence™ — powered by AI and machine learning — automatically measures risks associated with the objective's performance and keeps teams' work achievements on track. Our new goal management solution connects metrics from daily work to a company’s strategic objectives, providing real-time visibility into current and future goals and enabling the entire organization to work as one toward a common vision. What’s more, goal management leverages automated reporting and smart reminders to accelerate goal attainment. Additionally, Wrike integrates with other goal-measuring solutions and automatically incorporates key data points and success metrics within Wrike. With clear, real-time, top-down, and bottom-up communication, organizations can rally their workforce around a shared vision and proven success. Workflow Engine Wrike has been investing in automation capabilities since our inception including request forms, Blueprints, approvals, automation engine bots, and more. These capabilities have proven to help teams within organizations like Walmart and Siemens scale their work and grow. Today, we’re elated to make automation even easier in Wrike! Workflow Engine is the latest in Wrike’s no-code/low-code capabilities and is a visual builder that enables employees to quickly and easily establish customized workflows — no matter how complex — to keep work moving effortlessly across the organization. It’s a simplified process that can support complex scenarios at scale but is easy to operate and runs quietly in the background, freeing up employees to focus on what they do best. With Workflow Engine, Wrike enables business users to define automation rules for Work Models of a specific type and distribute these rules as a part of a new work template. Wrike can automate actions based on templates and item types instead of tasks in a project space. By combining Workflow Engine with Work Models, you can use advanced triggers with specific workflows to scale this capability across your organization. As an added benefit to Workflow Engine, your workflow doesn’t have to be contained in Wrike. Work can also start in your company’s employee portal and connect to Wrike via Workflow Engine. Furthermore, it’s not just simple “if this, then that” (IFTTT) with conditions and triggers, but rather an enhanced work routing mechanism that can have several levels of drill-down. Workflow Engine also helps to eliminate repetitive user manual data updates by connecting information flows between Wrike and third-party systems, like human resource records or IT systems, both ways. Once data is entered in one of the systems, Workflow Engine ensures it’s automatically replicated with Wrike and vice versa. Wrike for Service Teams Service-based teams such as brand marketing and human resources typically work cross-functionally and often need to address ad hoc employee requests, tactical projects, and sometimes mission-critical strategic initiatives. However, they often need to toggle between disparate tools that don’t connect, leading to a disjointed experience that is disruptive and inefficient. Meanwhile, requestors find it cumbersome to use traditional service request tools, which take them away from their daily workflow. Instead of using a dedicated tool to raise service requests, employees can now perform their daily activities and connect with service teams on a single platform, ensuring a continuous workflow so they can stay focused on work. Enter Wrike for Service Teams. With Wrike for Service Teams, we’re making it easier to unlock the power of your people and demonstrate the versatility of the platform. Regardless of the team focus, be it travel requests or IT-related incidents and issues, Wrike connects service requesters and service fulfillers within one platform with a unified user experience and interface. Wrike for Service Teams allows employees and service teams to align on their work, including service requests, projects, and strategic initiatives, within a single system of record. In doing so, everyone gets a unified end-to-end workflow, providing 360-degree visibility and intelligence into all projects. No more frustration using multiple tools — just more employee satisfaction. Wrike integration with ShareFile Organizations are increasingly working with external collaborators, which can increase the perimeter of security threats. This poses a larger concern to regulated and traditional industries along with enterprise organizations that have advanced security needs. The Wrike platform already has exceptional enterprise-grade security on top of 400+ integrations to cloud and on-premises apps. Today, we’re excited to add another to our list: Citrix ShareFile. The ShareFile integration is unique to Wrike and is part of our continued product development with Citrix, which will bring benefits that other work management solutions won't have access to. With this new integration, Wrike streamlines content-based workflows like RFPs and M&As by putting them in a dynamic work structure. This functionality enables all reviews, proofs, approvals, versioning, publishing, and more into one intuitive interface — which means ShareFile users can maintain efficiency and alignment on documents, all within Wrike. In addition, bank-grade security and permission management give full visibility and control over how customers, consultants, partners, and other stakeholders access sensitive data. To top it off, enterprise users can increase their work efficiency with document workflows and an e-signature integration. Space Level Delegation and User Types Enterprise-grade manageability has always been integral to Wrike. In fact, very few other work management platforms offer as much configurability and security control as Wrike. We know customers value Wrike Spaces as a popular feature to delegate management of team-related content and workflows to space admins and business users themselves. As a result, over the last year, we’ve continued to make Spaces more robust by adding reports, dashboards, calendars, etc. Moreover, space admins can now add and manage custom fields, workflows, and brand new work templates in Spaces themselves, like they used to do with the request forms. Today, we’re making Wrike stronger with Space Level Delegation and Customizable User Types. Space Level Delegation enables teams to democratize and organize their work without IT or Wrike admins and provides access to build and manage space tools to key team members. Customizable User Types allows Wrike admins and owners to duplicate or create new user types and easily customize permissions for more control and higher security. IT teams can benefit from application-wide action permissions and restrictions by setting up advanced controls with a few clicks. This ensures any external collaborators will follow the right security protocols and get the proper set of permissions based on their role. These capabilities improve the relationship between IT and business teams because IT can enable them to set up their Spaces and workflows while controlling different user types and permission sets. These product features are especially important for organizations with strict security and governance standards, along with agencies, professional services, and business teams that involve a lot of external collaborators. Wrike is the only work management vendor with this level of security configurability. With this release, Wrike customers will have both account- and space-level advanced security controls. Stay tuned for more At Wrike, our collective goal is that we remain the most robust, versatile, and intelligent collaborative work management platform that simplifies any team’s ability to collaborate and accomplish more. We’re confident these product updates solidify that position. Work Models in particular is one of our largest releases in nearly a decade, of which you’ll see benefits in future announcements. Get ready because Wrike’s new capabilities are planned for next year! In the meantime, visit the Collaborate 2021 site to watch session recordings and learn more. The development, release, and timing of any features or functionality described for our products remains at our sole discretion and is subject to change without notice or consultation. The information provided is for informational purposes only and is not a commitment, promise, or legal obligation to deliver any material, code, or functionality and should not be relied upon in making purchasing decisions or incorporated into any contract.

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Project Forecasting Made Easier: Introducing Wrike Resource Bookings

A quick refresher on Bookings

Why resource planning is important to business success