Wrike is a cloud-based work management platform that helps teams plan, coordinate, and track tasks and projects.
With OnePlan, organizations can bridge strategic planning with work being managed in Wrike. Initiatives, programs, and projects defined in OnePlan can be aligned with and executed through Wrike, enabling full visibility, strategic alignment, and better portfolio-level control.
Use Cases
The Wrike integration has the following use cases:
Visibility into Execution Across Teams
- Use Case: Portfolio managers need visibility in OnePlan into project execution tracked in Wrike by operations, IT, or creative teams.
- Value: Provides leadership a single view of status without requiring teams to switch tools or duplicate updates.
Strategic Initiative Tracking
- Use Case: Tasks and projects in Wrike are connected to strategic initiatives in OnePlan.
- Value: Ensures that work aligns to business priorities and allows for better outcome tracking.
Cross-Team Resource Allocation
- Use Case: Resource assignments in Wrike are synced to OnePlan to assess workloads across projects and teams.
- Value: Enhances planning accuracy, avoids burnout, and informs staffing decisions across portfolios.
Forecasting Future Resource Needs
- Use Case: Upcoming Wrike tasks with due dates are used in OnePlan to forecast team and skillset demands.
- Value: Enables HR and PMOs to proactively manage capacity based on real work pipelines.
Budget vs Actual Tracking
- Use Case: OnePlan tracks planned vs actual costs for projects executed in Wrike.
- Value: Provides cost insights for finance teams and supports better budget accountability.
Unified Reporting and Dashboards
- Use Case: Wrike data is integrated with other work management systems (e.g., Microsoft Planner, Jira, Trello) in OnePlan dashboards.
- Value: Delivers comprehensive insights across portfolios, regardless of where teams execute work.
Features
The Wrike integration supports the following features:
- Create OnePlan plans from Wrike projects.
- Connect existing OnePlan plans to existing Wrike projects.
- Update OnePlan tasks from Wrike tasks.
- Create and update Wrike tasks from OnePlan.
- Synchronize custom fields and dropdowns.
- Manual data import/export (plan by plan).
- Automatic data sync via scheduled jobs.
- Filter what data to sync.
- Choose from different OneConnect subscription levels to match your needs.
Setup Requirements
To set up the Wrike integration, you’ll need:
- A licensed Wrike user account for the integration.
- A Permanent Access Toke (PAT) for API access.
Setup
To configure the integration, refer to the Wrike Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs.
- Load data from Wrike into OnePlan (Wrike projects become OnePlan plans).
- Build portfolios from the integrated plans.
Mind the Gap
Known limitations of the integration:
- Projects cannot be created in Wrike from OnePlan.
- Multi select choice fields cannot be updated in OnePlan.
- Wrike tasks created on the Space level cannot be imported into OnePlan.
- Only the first owner set for a project in Wrike will be imported into OnePlan. (the others are imported into the "Shared With")
- Folder level tasks in Wrike are not supported in OnePlan.
- A hierarchy of folders and projects in Wrike are not supported in OnePlan.
Good to Know
Check out our best practices article for tips on optimizing the integration.
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