Utilization Report

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The Utilization Report will give you a summary view of all Billable and Non-Billable time entered. This data will be displayed in terms of a percent of utilization based on each member's Work Capacity. This information can be displayed in a number of different views.

The utilization report doesn't take into account the personal time off time.

Summary Widget

The summary widget on the top shows the percentage of bill time versus capacity by default. Hover on the widget to see the number of total billable hours and a tooltip with more details.

When capacity is 0, the percentage will be based off total hours.

Click on the blue of Capacity button to change the calculation to shows the percentage of bill time versus total hours (billable + non billable)

When total hours (billable + non billable) < capacity, capacity will still be used as the denominator

Member View

Display by individual members, and expand each member in order to see the specific projects time has been entered on.
When a member is archived, their capacity will be considered zero from the date of archiving onwards. Their previous capacity will remain unchanged, but any future capacity will be zero.

By default, the members are sorted by the percentage of the green bars in descending order.

Within this view you can select "Members" to choose which members to display. Click the date to select date range.

Click save button on the right to save this view.

When selecting members

• Click All Members to group Members by Departments, Disciplines, Offices, Portfolios, Roles, Regions, Skills

• You can filter your members list by clicking on the Filter button in the top left

  

  The Role filter considers only the member's Default Role, which are listed on Org settings > Members > All Members tab. For example, if a member has "Editor" as their default role and "Viewer" as a non-default role, the role filter will only show them if "Editor" is selected in the filter options.
  

• You can also update the color toggle switch in order to see a color breakdown of the time entered on each project

  

• Hover on the member to see more details, including role, capacity, and bill rate (if any). Click View Member Profile to see the profile of this member.

  

View Member Profile & Edit Work Schedule

Click the three dots to View Member Profile or Edit Work Schedule.

View Member Profile button opens Member Modal to profile page, which includes the member's work description, education, interests, regions, disciplines and so on.

Learn more about Member Modal

View Member Profile button opens Member Modal to Schedule page, which you can view the member's capacity and calendar of TO and holidays. Only Admins are able to edit the capacity of the member.

Private Projects

Work Planners with the following permissions:

• Work Planner > Can Edit > Projects they are a Member of

• Work Planner > Can Edit > Projects they are a Project Manager

can only view projects and Members in the hour view and only for the projects they have access to (either as a Member or as a Project Manager).

Budget Managers, who inherit the Work Planner > Can Edit > All Projects permission,. Therefore, they are able to see all the information on this report.

Team View

Switch to the Team view to see time entry totals across multiple members in a bar graph view for a larger date range:

Change the "Bar" option to "Graph" in order to see the same information formatted in a line graph:

Hover on the month to see tooltip with detailed hours and percentage of billable hours, non-billable hours, not entered hours, total hours and capacity hours, as well as the utilization percentage on the last row.