Utilization_Detail__c

Label: Utilization Detail

Contains utilization details for a single region, practice, group, or resource. FinancialForce PSA calculates utilization as a percentage: the number of hours resources have billed, divided into the number of billable hours in a given time period. If configured, utilization also calculates the number of hours resources are assigned in the future (held against resource requests), or aggregates requested and assigned hours by role. Utilization calculations have a master-detail relationship with utilization details. Run utilization reports on the information stored in this object to understand how utilized your resources are in comparison with their work calendar hours.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Group__c	Group	Pre-Spring 2018	Looks up to: Grp__c	Lookup
Hist_Sch_Billable_Hours__c	Historical Scheduled Billable Hours	Pre-Spring 2018		Number(18,2)
Hist_Sch_Credited_Hours__c	Historical Scheduled Credited Hours	Pre-Spring 2018		Number(18,2)
Hist_Sch_Excluded_Hours__c	Historical Scheduled Excluded Hours	Pre-Spring 2018		Number(18,2)
Hist_Sch_Held_Hours__c	Historical Scheduled Held Hours	Pre-Spring 2018		Number(18,2)
Hist_Sch_Non_Billable_Hours__c	Historical Scheduled Non-Billable Hours	Pre-Spring 2018		Number(18,2)
Historical_Billable_Hours__c	Historical Billable Hours	Pre-Spring 2018		Number(18,2)	0
Historical_Calendar_Hours__c	Historical Calendar Hours	Pre-Spring 2018		Number(18,2)	0
Historical_Credited_Hours__c	Historical Credited Hours	Pre-Spring 2018		Number(18,2)	0
Historical_End_Date__c	Historical End Date	Pre-Spring 2018		Date
Historical_Excluded_Hours__c	Historical Excluded Hours	Pre-Spring 2018		Number(18,2)	0
Historical_Non_Billable_Hours__c	Historical Non-Billable Hours	Pre-Spring 2018		Number(18,2)
Historical_Start_Date__c	Historical Start Date	Pre-Spring 2018		Date
Historical_Utilization_Billable_Only__c	Historical Utilization (Billable Only)	Pre-Spring 2018	Formula: IF ( AND( (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c) = 0, (Historical_Billable_Hours__c > 0) ), 1, IF ( AND( (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c) = 0, (Historical_Billable_Hours__c= 0) ), 0, ((Historical_Billable_Hours__c) / (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c)) ) )	Percent(18,2)
Historical_Utilization_Target_Attainment__c	Historical Utilization Target Attainment	Pre-Spring 2018	Formula: IF(Historical_Utilization_Target__c = 0, IF(Historical_Utilization__c <= 0,0,1), Historical_Utilization__c / Historical_Utilization_Target__c )	Percent(18,2)
Historical_Utilization_Target_Hours__c	Historical Utilization Target Hours	Pre-Spring 2018		Number(18,2)	0
Historical_Utilization_Target__c	Historical Utilization Target	Pre-Spring 2018	Formula: IF(Historical_Calendar_Hours__c = 0, 0, Historical_Utilization_Target_Hours__c / Historical_Calendar_Hours__c )	Percent(18,2)
Historical_Utilization__c	Historical Utilization	Pre-Spring 2018	Formula: IF ( AND( (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c) = 0, (Historical_Billable_Hours__c + Historical_Credited_Hours__c > 0) ), 1, IF ( AND( (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c) = 0, (Historical_Billable_Hours__c + Historical_Credited_Hours__c = 0) ), 0, ((Historical_Billable_Hours__c + Historical_Credited_Hours__c) / (Historical_Calendar_Hours__c - Historical_Excluded_Hours__c)) ) )	Percent(18,2)
Is_Report_Master__c	Is Report Master	Pre-Spring 2018	Formula: IF (Utilization_Calculation__r.Is_Report_Master__c, 'true', 'false')	Text
Practice__c	Practice	Pre-Spring 2018	Looks up to: Practice__c	Lookup
Region__c	Region	Pre-Spring 2018	Looks up to: Region__c	Lookup
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup
Scheduled_Billable_Hours__c	Scheduled Billable Hours	Pre-Spring 2018		Number(18,2)	0
Scheduled_Calendar_Hours__c	Scheduled Calendar Hours	Pre-Spring 2018		Number(18,2)	0
Scheduled_Credited_Hours__c	Scheduled Credited Hours	Pre-Spring 2018		Number(18,2)	0
Scheduled_End_Date__c	Scheduled End Date	Pre-Spring 2018		Date
Scheduled_Excluded_Hours__c	Scheduled Excluded Hours	Pre-Spring 2018		Number(18,2)	0
Scheduled_Held_Hours__c	Scheduled Held Hours	Pre-Spring 2018		Number(18,2)
Scheduled_Non_Billable_Hours__c	Scheduled Non-Billable Hours	Pre-Spring 2018	Non-billable hours from assignments that are not credited or excluded	Number(18,2)	0
Scheduled_Start_Date__c	Scheduled Start Date	Pre-Spring 2018		Date
Scheduled_Utilization_Billable_Only__c	Scheduled Utilization (Billable Only)	Pre-Spring 2018	Formula: IF ( AND( (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c > 0) ), 1, IF ( AND( (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c= 0) ), 0, ((Scheduled_Billable_Hours__c) / (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c)) ) )	Percent(18,2)
Scheduled_Utilization_Target_Attainment__c	Scheduled Utilization Target Attainment	Pre-Spring 2018	Formula: IF(Scheduled_Utilization_Target__c = 0, IF(Scheduled_Utilization__c <= 0,0,1), Scheduled_Utilization__c / Scheduled_Utilization_Target__c )	Percent(18,2)
Scheduled_Utilization_Target_Hours__c	Scheduled Utilization Target Hours	Pre-Spring 2018		Number(18,2)	0
Scheduled_Utilization_Target__c	Scheduled Utilization Target	Pre-Spring 2018	Formula: IF(Scheduled_Calendar_Hours__c = 0, 0, Scheduled_Utilization_Target_Hours__c / Scheduled_Calendar_Hours__c )	Percent(18,2)
Scheduled_Utilization__c	Scheduled Utilization	Pre-Spring 2018	Formula: IF ( AND( (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Scheduled_Credited_Hours__c > 0) ), 1, IF ( AND( (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Scheduled_Credited_Hours__c = 0) ), 0, ((Scheduled_Billable_Hours__c + Scheduled_Credited_Hours__c) / (Scheduled_Calendar_Hours__c - Scheduled_Excluded_Hours__c)) ) )	Percent(18,2)
Template_Key__c	Template Key	Pre-Spring 2018	PSE internal field. Not intended for display.	Number(8,0)
Time_Period_Type__c	Time Period Type	Pre-Spring 2018		Picklist: Month Quarter Week Year
Time_Period__c	Time Period	Pre-Spring 2018	Looks up to: Time_Period__c	Lookup
Total_Utilization_Billable_Only__c	Total Utilization (Billable Only)	Pre-Spring 2018	Formula: IF ( AND( (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Historical_Billable_Hours__c > 0) ), 1, IF ( AND( (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Historical_Billable_Hours__c = 0) ), 0, ((Scheduled_Billable_Hours__c + Historical_Billable_Hours__c) / (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c)) ) )	Percent(18,2)
Total_Utilization__c	Total Utilization	Pre-Spring 2018	Formula: IF ( AND( (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Historical_Billable_Hours__c + Scheduled_Credited_Hours__c + Historical_Credited_Hours__c > 0) ), 1, IF ( AND( (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c) = 0, (Scheduled_Billable_Hours__c + Historical_Billable_Hours__c + Scheduled_Credited_Hours__c + Historical_Credited_Hours__c = 0) ), 0, ((Scheduled_Billable_Hours__c + Historical_Billable_Hours__c + Scheduled_Credited_Hours__c + Historical_Credited_Hours__c) / (Scheduled_Calendar_Hours__c + Historical_Calendar_Hours__c - Scheduled_Excluded_Hours__c - Historical_Excluded_Hours__c)) ) )	Percent(18,2)
Type__c	Type	Pre-Spring 2018		Picklist: Group Group by Practice Group by Region Practice Practice by Group Practice by Region Region Region by Group Region by Practice Resource
Utilization_Calculation__c	Utilization Calculation	Pre-Spring 2018	Looks up to: Utilization_Calculation__c	MasterDetail
Utilization_Target_Attainment__c	Utilization Target Attainment	Pre-Spring 2018	Formula: IF(Utilization_Target__c = 0, IF(Total_Utilization__c <= 0,0,1), Total_Utilization__c / Utilization_Target__c )	Percent(18,2)
Utilization_Target_Hours__c	Utilization Target Hours	Pre-Spring 2018		Number(18,2)	0
Utilization_Target__c	Utilization Target	Pre-Spring 2018	Formula: IF(Historical_Calendar_Hours__c + Scheduled_Calendar_Hours__c = 0, 0, Utilization_Target_Hours__c / ( Historical_Calendar_Hours__c + Scheduled_Calendar_Hours__c) )	Percent(18,2)