Excluding Data from Utilization Analytics

You can exclude Roles, Assignments, Data, Resource Requests, and Timecards from Utilization Analytics.

Excluding Roles from Utilization Analytics

On the Utilization Analytics Dashboard, this can be achieved by selecting a specific role(s) on the filter.

Excluding Assignments from Utilization Analytics

Utilization Run will exclude specific assignments by selecting Exclude from Utilization on the assignment you want to exclude from the calculation.

Excluding Data From RPGs and Sub-RPGs in Utilization Analytics

This is not applicable in Utilization Analytics. Due to its improved performance, Utilization Run calculates all the utilization data in the org and filtering can be done in Analytics Dashboard to exclude RPGs or Sub-RPGs.

Excluding Resource Requests from Utilization Analytics

Utilization Run will exclude specific resource requests by selecting Exclude from Utilization on any held or unheld resource requests you want to exclude from the calculation.

Excluding Timecards from Utilization Analytics

Utilization Run will exclude specific timecards by selecting Exclude from Utilization on any timecard header records you want to exclude from the calculation.