Report #565 Employee Projected Utilization (Booking Data)
- Kye Hush
The employee project utilisation report shows by team, department and other groupings, showing the distribution of scheduled hours across work categories. Optionally, it will also show the financial data relating to the time scheduled. It helps monitor projected billability by employee and team.
ON THIS PAGE YOU WILL FIND: |
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NAVIGATION
In the jobs module, go to the reports icon > select employee projected utilization (booking data) (565) from the drop-down menu
SET REPORT CRITERIA
Start & end dates: the date range you wish to report on
Calculate percentage from: this is the ratio of time scheduled divided by the below options:
Basic time: denominator is the basic time as per the employee’s capacity profile, less public holidays in the period
Used (allocated) time: denominator is total allocated time (including any planned holiday/illness)
Work time: denominator is total allocated time (excluding planned holiday/illness)
Show following employees: options include:
All employees
Team: as per setup in Settings > Employee Settings > Teams
Department: as per department set at employee level
Company: will show employees related to the specific company
Resource: by individual employee
Show profit margin/utilisation data: if checked, show’s employee’s billable target, scheduled hours & comparison
Hide employee details: if checked, will only show a summary total on company & employee department
Hide non active employees: if checked, will exclude inactive employees, even if they have data in the selected date range
Adjust billable time amount by X%: billable time allocated will e adjusted by the written percentage
VIEWING THE REPORT
Go to the icons in the top right and select either:
View as a PDF
Export as an email
Export as a PDF, Excel, CSV file
NUMBER | COLUMN NAME | DETAILS |
|---|---|---|
1 | Company Total | Employees grouped by Department/Profit Centre |
2 | Basic Time | Number of hours as per employee’s capacity profile for the report date range |
3 | Allocated Time | Numerator used for % calculations. Time scheduled in date range |
4 | +/- | +/- = Number of hours over/under (2) Basic Time |
5 | Internal | % of time scheduled to jobs where the client type is Internal Admin or Internal PR |
6 | NewBizz | % of time scheduled to jobs where the client type is Prospect (e.g. New Business) |
7 | Customer | % of time scheduled to client jobs where billable box is unchecked |
8 | Customer Billable | % of time scheduled to client jobs where billable box is checked |
9 | Total Working Time | Total working time = (5) Internal + (6) Prospect + (7) Customer Non-Billable + (8) Customer Billable |
10 | Holiday | % of time in date range on holiday jobs |
11 | Illness/Absence | % of time in date range on illness/absence jobs |
12 | Total Time | Total time = (9) Total Working Time + (10) Holiday + (11) Illness/Absence |
13 | Profit Goal % | As per employee’s billable target % |
14 | Allocated % | % of time used on client billable jobs |
15 | +/- | +/- = (13) Profit Goal less (14) Allocated |
16 | Expected | Value in $ of employee’s billable target |
17 | Customer Billable Time | Value in $ of allocated time on client billable jobs (hourly rate is per job’s price list) |
18 | +/- | +/- = (16) Expected less (17) Customer Billable Time |
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