The Scenario
A team of 20. Three active client engagements. Six new projects starting next month. You manage resourcing — which means you need to know, right now, who is booked to what, for how long, and where the gaps are. That data lives in Wrike's resource management module. Your workbook is blank.
The bad version:
- Open Wrike's Resource Management view. Scroll through the Gantt-style calendar. There is no export button for bookings — you're looking at a visual interface, not a data table.
- Manually note each person's bookings: start date, end date, project name, whether it's a named user or a placeholder. Twenty people, some with four or five bookings each.
- Type everything into the workbook. Realize you missed a booking for someone who was scrolled off-screen. Go back, find it, add it.
- Discover that two bookings overlap for the same person. That's useful information — but you found it by accident.
The gaps won't find themselves. And they certainly won't appear in an Excel worksheet until someone puts them there.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Wrike's resource booking API and writes every allocation into your worksheet in structured form — named users, placeholders, dates, and durations. No visual calendar required.
Pull all Wrike resource bookings across all folders and populate this Excel sheet with: Resource Name, Project Folder, Start Date, End Date, Duration (days)
What You Get
- Every booking written into the workbook with one row per allocation.
- Duration in calendar days calculated from start and end date.
- Placeholder bookings labeled distinctly from named user bookings.
- The raw material you need to spot overlaps, gaps, and overallocations.
What If the Data Is Not Quite Ready
You need bookings for a specific folder only
Fetch all Wrike bookings for folder 12345678 and write assignee name, folder name, start date, end date, and duration in days into this sheet — one row per booking
You want to flag bookings where the person is over-allocated in a given week
Fetch all Wrike bookings from today through 90 days out and write Resource Name, Project Folder, Start Date, End Date, and Duration into this sheet — then add a column F that sums total booked days per person per calendar week and flags "OVER" if any week exceeds 5 days
You need placeholder bookings separated from named users
Fetch all Wrike resource bookings and write them into two separate worksheets: "Named Users" for bookings with a specific team member assigned, and "Placeholders" for unassigned bookings — both with columns: Resource, Folder, Start Date, End Date, Duration
Capacity model in one prompt
Fetch all Wrike bookings for the next 60 days, group by resource name and project folder, sum the duration per resource, then write a summary into the "Capacity Summary" worksheet with columns: Resource Name, Total Booked Days, Projects (comma-separated), and a flag if total exceeds 40 days
One ask delivers the aggregated capacity view.
Try It
Get the 7-day free trial of SheetXAI and open a new Excel worksheet, then ask it to pull your Wrike resource bookings for the next 60 days. Also useful: exporting pending approvals or the full Wrike integration hub.