focuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time |
The Utilization Report focuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time. By understanding the notion of a "whole resource" this report can tell you not only what your people are working on - billing vs. selling - but also what portion of their time is as yet unaccounted for. This unaccounted for time could represent availability when it is in the future or a missing timesheet when it is in the past. The utilization report also understands what it means to be a salaried employee... that you will get paid the same amount whether you worked 6 hours last Monday or 12. As such, while the utilization report is obviously a good place to start if you want to understand utilization, it's also a great source of information about whole resource profitability, availability, and time entry compliance. If you are interested in tracking utilization at the project level, please see How do I view utilization by project? The only exception being for utilization by engagement type. You can do that here. |
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Who this report is for
Operations and resource managers are the principal consumers of utilization reports.
The ability to run this report is driven by the cost center permission Run Utilization Report.
Question | Answer |
|---|---|
Are my hourly employees overworked? | By running a capacity based utilization report you can see whether your hourly workers are above or below 100% utilization. If you find some are greater than 100% then you may be overworking them. |
Do I need to add or reduce resources? | By running a capacity based utilization report you can see whether your employees are under/over capacity - allowing you to see whether you need to add to or reduce your work force. |
Who are my most productive workers? | By running a yield management utilization report you can see whether you are getting 100% yield, < 100% or > 100% out of your workers. You can add in data fields for Resource Margin and Resource Profit to break down their productivity even further. |
Are some workers not pulling their weight? | By running a capacity based utilization report you can find employees who are underutilized. |
This report requires the cost center permission Run Utilization Report.
Permission or Setting | Description |
|---|---|
Calculate RDC Basis as | A system setting that controls how the Utilization Basis Hours (UBH) are calculated for Yield |
| Calculate Capacity-Based Utilization Basis Hours As | A system setting that controls how the Utilization Basis Hours (UBH) are calculated for Capacity |
Calculate Utilization For | A system setting that controls whether Yield or Capacity is the default utilization measurement. This setting can be overridden on a per report basis from the parameters tab. |
Resource Direct Cost (RDC) Data | Global permission required to view the following report data fields - Resource Direct Cost, Resource Direct Rate, Resource Margin, Resource Profit and Resource ROI. Must be used in conjunction with the Financial Data in Utilization Reports permission. |
Financial Data in Utilization Reports | Global Permission required to view the following report data fields - Resource Direct Cost, Resource Direct Rate, Resource Margin, Resource Profit and Resource ROI. Must be used in conjunction with the* Resource Direct Cost (RDC) Data* permission. |
Include Engagements of this type in Busy Hours on Utilization Reports | An engagement type setting that governs whether an engagement affects utilization busy hours. |
Your installation may include the following prebuilt reports.
Report | Description |
|---|---|
Resource Availability | Gain insight into how busy your employees are in the future. View available % and available hours broken down by billable, busy and total available. See data fields to learn more about the difference between billable, busy and available hours. |
Billable & Missing Hours | Find out how much billable time or missing time has been reported. |
Utilization by Engagement Type | View percent time spent and hours spent on General and Administrative, Pitch and Training engagements. If you wish to add additional engagement types then you can do so from the Hours Fields area. |
Utilization by Cost Center Trend Chart | View a line chart of the % of billable work broken down by cost center. |
Utilization by Department Chart | View a column chart of the percent time spent on G&A, Training and Pitch engagements by resource department. |
Hours by Cost Center and Department Chart | View a stacked column chart showing how many billable hours each department generates for each cost center. Useful for visualizing how many billable hours each department generates per cost center. |
Billable Hours by Department Trend Chart | View a stacked area chart showing billable hours by department. Visualize how many billable hours each department is generating. |
Hours by Engagement Type Chart | View a pie chart showing G&A, Pitch and Training hours. |