Resource Utilisation vs Target

Group

Resourcing

Description

Compare actual and forecast utilisation to target

Business Purpose

Monitor historic (actual) utilisation and forecast future utilisation at individual project or task level or across the whole practice

Ideal For

Project Manager, Director

Filter Name

Selection

Criteria

Start Date

Start date for report data.

Earliest date from which actual and forecast utilisation will be included

Monthly End Date

End date for report data.

Latest date from which actual and forecast utilisation will be included

Cut-off Date

The date used to determine the cut-off between historic utilisation and future utilisation

Data displayed up to the cut-off date will be actual and data after the cut-off date will be forecast

Task Status

All configured task statuses available for selection

As configured in Admin > Project Settings > Task Statuses – tasks will be flagged as Pending, In Progress, Dormant or Complete

Approval Status

All timesheet statuses available for selection

Determines which timesheet time is included in the report – Draft, Submitted, Approved, Rejected. Please note, only approved absence requests are included in forecast utilisation.

Include Speculative

Yes or No

Determines whether actual time and resourcing to speculative projects is included in the report

Include Extra Time

Yes or No

Determines whether extra time is included in the report

Factor Project Probability

Yes or No

Determines whether to factor in project probability percentage from project summary

Factor Task Probability

Yes or No

Determines whether to factor in task probability percentage from work structure task details

Warn Resourcing Over

0% to 50%

Display data in red for variances greater than the specified percentage over target.

Target utilisation as set in Admin > Users > User Profile

Warn Resourcing Under

0% to 50%

Display data in red for variances greater than the specified percentage over target.

Target utilisation as set in Admin > Users > User Profile

Utilisation Values

% Utilisation, Days Utilisation or Both

Grouping

Group by User Department or Job Role

Period Grouping

Choose Weeks, Months or Quarters

Field Name

Description

Criteria

Utilisation Graph

Colour coded graphical display of utilisation percentages

Utilisation percentages displayed colour coded by project status, compared to total and target.

Utilisation Table

Tabular display of utilisation percentages broken down by department, drill down to individual user, project and task level

Grand totals are displayed at the bottom and compared to target utilisation as set in Admin > Users > User Profile.  

Variances colour coded as specified in the filter selection.  

Cut-off displayed as a red line.

% Utilisation is calculated as: TotalTimeWorked / WorkingHours * 100.
TotalTime = corehours + extra hours.
WorkingHours = the sum of the standard mins per day.