Navigate to the Filters tab and click to add a new filter.
Search for and select Resource Name. Select your Operator name as "Equals" and select resources in your PSA data environment that have the checkbox "Exclude from Time Calculations'" selected in your PSA data environment.
You must also apply filters to the columns you have added to your Utilization Results lens.
Matching Time Periods
To ensure a viable comparison between your lenses, you must align their Time Period Start and End dates exactly, or as closely as possible.
For example, your Utilization Time Period Week End Date might end on September 25, 2021, and your Time Period Week Start Date might start on January 3, 2021.
In Utilization Results, your Time Period Week End Date might end on October 2, 2021, and your Time Period Week Start Date might start on December 27, 2021. In this case you would select date values that exactly match those in Utilization, such as an end date of September 25, 2021, and a start date ofJanuary 3, 2021. If an exact match was not available, you would select the closest available option.
Navigate to the Billable Timecard Hours column and click .
Click and search for Date.
Select Custom and then specify your date range. This date range must:
Begin on the matched first start date specified by your Time Period Week Start Date grouping in your Utilization and Utilization Results lenses.
Run to the date before the Scheduled Utilization Start Date for your selected Utilization Calculation. For example, if your start date was April 6, 2021, the date you specify as your end date would be April 5, 2021.
Repeat steps 1-3 for Billable Assignment Hours.
Navigate to the Credited Timecard Hours column and click .
Click and search for Date.
Select Custom and then specify your date range. This date range must end on the matched last end date specified by your Time Period Week End Date grouping in your Utilization and Utilization Results lenses, and the start date must match your Scheduled Utilization Start Date.
Search for and select Time Period Week End Date and Year-Month-Day. Note the last end date displayed. This date is required as the end date for the filter applied to your Billable Assignment Hours column in your Utilization Results lens.
Under Group by, click .
Search for and select Time Period Week Start Date and Year-Month-Day. Note the start date displayed, for example January 3, 2021. This date is required as the start date for the filter applied to your Billable Timecard Hours column in your Utilization Results lens.
Navigate to the Filters tab and click to add a new filter.
Search for Utilization Calculation Name and select your preferred utilization calculation from the list of available options.
Click and search for Has Resource. Select your operator as "Equals" and your value as "Yes". This is to add Utilization Detail records associated with a Resource to your lens.
Click and search for Time Period Type. Select your operator as "Equals" and your value as "Week".
Search for and select Time Period Week End Date and Year-Month-Day. Note the last end date displayed. This date is required as the end date for the filter applied to your Billable Assignment Hours column in your Utilization Results lens.
Under Group by, click .
Search for and select Time Period Week Start Date and Year-Month-Day. Note the start date displayed, for example January 3, 2021. This date is required as the start date for the filter applied to your Billable Timecard Hours column in your Utilization Results lens.