Connect Wrike with Meisterplan to compare the effort in Wrike with the corresponding allocations in Meisterplan directly in the Information Panel.
Task Insights in the Information Panel
The Wrike data displayed in the Information Panel is global and will be displayed in all scenarios.
In the toolbar of the Information Panel, you can find the link to the project in Wrike and in the menu More Actions, the option to unlink the project or refresh the data. This will not remove the Wrike link itself nor the Wrike connection with other Meisterplan projects.
Allocation Comparison with Meisterplan
This section compares the project-specific Wrike effort with the allocations in Meisterplan. When the section is collapsed, you can see how many more, or fewer, days are planned in Wrike, and how many days are without a role or resource match in Meisterplan. When you expand the rows, you can see the detailed differences per role and resource.
For this to work, the people assigned to a task in Wrike must be linked to the respective roles or resources in Meisterplan via the Task API. Missing links are listed in the last row.
Example: In the screenshot above, Fabio Bianchi and Lao Wang are planned for more days in Wrike than in Meisterplan. Depending on the size and current status of your projects, you can either keep this buffer in Meisterplan or adjust your plans directly in Meisterplan so that capacity is freed up for other projects.
Teresa Vuong, however, is planned for a larger amount of effort in Wrike than in Meisterplan. If this is unexpected, you now have the opportunity to speak directly to them. If you, regardless, have to increase the allocated capacity in Meisterplan, this can affect the planning of other projects.
Christine Ryu, on the other hand, is scheduled in Meisterplan but not in Wrike. If Wrike is correct and she is not required on this project, she will have more time available for other projects. Or she may have been overlooked in Wrike and still needs to be scheduled there.
Adapt Allocations
When you click the Adapt Allocations button, the allocations of all resources, teams, and roles that deviate from the effort in Wrike will be adjusted to match the Wrike effort. In other words, the allocations will be decreased or increased accordingly:
- Assignees from Wrike that are not yet allocated to the project in Meisterplan will be added to the project. This is only possible if they can be matched to their counterpart in the Resource Pool.
- Allocations of existing or newly added resources, teams, and roles will be split on tomorrow's date. The segment in the future will be overwritten with the open Wrike effort.
If the same resource or team is assigned to the project multiple times with different project roles, the effort from Wrike will be evenly distributed across all allocations.
If the project ends before tomorrow, it will be extended by one month and the allocations will be split as described above.
The button is not displayed when:
- there is no deviation between the allocations in Meisterplan and the effort in Wrike.
- the user does not have one or more of the following user rights:
- Edit Allocations
- Edit rights for the scenario or the Plan of Record
- Edit rights for the project
Task Status in Wrike
In this section, you can view the status of the individual tasks in Wrike. You do not need access rights to Wrike to see this information. A blue dot before the task name means it is in progress, a gray dot means that is has not been started yet; and a green dot means that is has been done.
If there are no role or resource matches in the entire project, the total effort from the Wrike project will be compared to the total allocations in Meisterplan. As soon as a task assignee in Wrike is matched to a Meisterplan role or resource, all tasks are sorted by role or resource. Tasks that have assignees without match are put into the last group, No Allocated Resources.
Completed
Displays all tasks that have been marked as complete in Wrike .
Within Allocations
These tasks are in progress in Wrike and can be completed by the finish date specified in Meisterplan. This is based on a comparison between the remaining allocations in Meisterplan and the remaining effort in Wrike from today.
Outside Allocations
These tasks are in progress in Wrike, but cannot be completed by the finish date specified in Meisterplan. This is based on a comparison between the remaining allocations in Meisterplan and the remaining effort in Wrike from today. The order of tasks is determined by the order of the tasks in Wrike.
Example: Fabio Bianchi and Lao Wang, who were mentioned in the allocation comparison section, also appear in this section. Here, all of the tasks that cannot be completed with the planned allocation in Meisterplan are displayed, as well as the total effort for each task. You can decide based on the importance of these tasks if the allocations in Meisterplan should be increased, if the tasks should be planned for a different time, or if a different person could be assigned the task.
No Allocated Resources
In the connected tool, there is either no assignee, or the assignee is not linked to a role or resource in Meisterplan.
Make sure that roles and resources in the Task API are matched so that the effort of these tasks can be compared with the allocations in Meisterplan and grouped under Within Meisterplan Allocations or Outside Meisterplan Allocations.