Utilization_Summary__c
Label: Utilization Summary If Calculate Summary By Role, in the Utilization custom setting, is set to True, FinancialForce PSA creates Utilization Summary records when calculating scheduled utilization. In contrast to Utilization Detail, this object summarizes utilization by role rather than resource; it can therefore summarize hours from unheld resource requests (these are never linked to a resource). Therefore, utilization summaries give a fuller picture of capacity because these hours are summarized alongside those from held resource requests, assignments, and calendars. You can use this information to plan for future capacity by role. Optionally, total unheld hours can be weighted by the percentage probability of closing an opportunity linked to the resource request. Utilization calculations have a master-detail relationship with utilization summaries.
| Actual_Billable_Hours__c |
Actual Billable Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Actual_Credited_Hours__c |
Actual Credited Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Actual_Excluded_Hours__c |
Actual Excluded Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Actual_Non_Billable_Hours__c |
Actual Non-Billable Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Assigned_Billable_Hours__c |
Assigned Billable Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Assigned_Credited_Hours__c |
Assigned Credited Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Assigned_Excluded_Hours__c |
Assigned Excluded Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Assigned_Non_Billable_Hours__c |
Assigned Non-Billable Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Calendar_Hours__c |
Calendar Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Group__c |
Group |
Pre-Spring 2018 |
Looks up to: Grp__c
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Lookup |
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| Held_Hours_Opp_Pct_Weighted__c |
Held Hours Opp Pct Weighted |
Pre-Spring 2018 |
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Number(18,2) |
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| Held_Hours__c |
Held Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Practice__c |
Practice |
Pre-Spring 2018 |
Looks up to: Practice__c
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Lookup |
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| Region__c |
Region |
Pre-Spring 2018 |
Looks up to: Region__c
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Lookup |
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| Remaining_Capacity__c |
Remaining Capacity |
Pre-Spring 2018 |
Formula:
IF(Calendar_Hours__c=0, 0, (Calendar_Hours__c - Assigned_Billable_Hours__c - Assigned_Excluded_Hours__c - Assigned_Credited_Hours__c - Assigned_Non_Billable_Hours__c - Held_Hours__c - Unheld_Hours__c) / Calendar_Hours__c )
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Percent(18,2) |
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| Resource_Role__c |
Resource Role |
Pre-Spring 2018 |
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Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer |
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| Target_Hours__c |
Target Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Template_Key__c |
Template Key |
Pre-Spring 2018 |
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Number(8,0) |
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| Time_Period__c |
Time Period |
Pre-Spring 2018 |
Looks up to: Time_Period__c
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Lookup |
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| Total_Hours_Opp_Pct_Weighted__c |
Total Hours Opp Pct Weighted |
Pre-Spring 2018 |
Formula:
Assigned_Billable_Hours__c + Assigned_Excluded_Hours__c + Assigned_Credited_Hours__c + Assigned_Non_Billable_Hours__c + Held_Hours_Opp_Pct_Weighted__c + Unheld_Hours_Opp_Pct_Weighted__c
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Number(18,2) |
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| Total_Hours__c |
Total Hours |
Pre-Spring 2018 |
Formula:
Assigned_Billable_Hours__c + Assigned_Excluded_Hours__c + Assigned_Credited_Hours__c + Assigned_Non_Billable_Hours__c + Held_Hours__c + Unheld_Hours__c
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Number(18,2) |
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| Type__c |
Type |
Pre-Spring 2018 |
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Picklist:
Group
Group by Practice
Group by Region
Practice
Practice by Group
Practice by Region
Region
Region by Group
Region by Practice |
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| Unheld_Hours_Opp_Pct_Weighted__c |
Unheld Hours Opp Pct Weighted |
Pre-Spring 2018 |
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Number(18,2) |
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| Unheld_Hours__c |
Unheld Hours |
Pre-Spring 2018 |
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Number(18,2) |
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| Utilization_Calculation__c |
Utilization Calculation |
Pre-Spring 2018 |
Looks up to: Utilization_Calculation__c
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MasterDetail |
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