Recalculating Utilization
You can recalculate utilization previously calculated on a region, practice
, group
, or resource
. For example, when a utilization target for a resource has changed. To schedule a utilization calculation on the PSA Administration page, see PSA Administration.
To recalculate utilization on a record:
- Open the utilization calculation record either from the relevant related list or the Utilization Calculations list view.
- Click Calculate Utilization. All field values default based on the previous time calculation was processed.
- Review and make any changes to the fields as described in Utilization Calculator Fields.
- Review and correct any errors.
- To recalculate utilization now, click Calculate. A bar displays the progress of the processing utilization recalculation.
- Click Close in the window to continue the utilization recalculation.
- [Optional] Check the progress of the utilization recalculation as described in Monitoring Utilization Calculation.