Utilization functionality is controlled using these fields in the Utilization custom settings.
Key: CP - select to enable capacity planning by role when calculating scheduled utilization.
Setting | Description | |
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Calculate Cross Products | Indicates whether utilization can be calculated using a combination of regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. and groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. such as region by practice or group by region. For instance, you can select this option if you want to calculate utilization for the US region for the Salesforce practice. | |
Calculate Held Resource Request Time | CP | Indicates whether utilization will be calculated on the amount of scheduled time for held (unassigned) resource requests. |
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CP | Indicates whether or not PSA creates utilization summary records (used for capacity planning) when calculating scheduled utilization. |
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CP | Indicates whether utilization will be calculated on the number of requested hours for unheld resource requests. |
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If resource requests, on the RPGAbbreviation of region, practice, group. or resource for which utilization will be calculated, are not linked to an Opportunity record, determines a default percentage value for the probability of closing the Opportunity. This value is used to calculate the weighted hours fields on utilization summary records. The default value is blank. | |
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Indicates a minimum percentage value below which the Probability (%) field on the associated Opportunity will not be considered when calculating utilization summary records. | |
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The number of resources to be processed in a single batch when a user calculates utilization for a resourceA contact that works on a project.. The default value is 100. | |
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Determines how many unheld resource requests to process at once. | |
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Controls the way in which FinancialForce Professional Services Automation calculates the target hours for a resource. Set the value to one of the following:
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A comma delimited list of timecard status values that are used to determine which timecards to use in utilization calculations. The defaults are Submitted,Approved |
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Indicates whether the Is Report Master checkbox is deselected based on the time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. and parent object or based on the Utilization Calculation Name. The Is Report Master checkbox indicates whether a utilization calculation record is the master calculation for the combination of Region/Practice/Group/Resource and Time Period. |
These options in the Utilization configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature. also control Utilization functionality.
Setting | Description |
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Indicates whether total time period hours have work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. holiday hours subtracted for Utilization calculations. |
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Indicates whether a resource's first day of employment limits the total hour calculation for the time period. |
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Indicates whether a resource's last day of employment limits the total hour calculation for the time period. |
You can use the classic Utilization calculation if your organization desires a transition period before using the latest calculation method. We recommend using the latest Utilization functionality, as soon as possible.
If your organization chooses not to use the latest Utilization functionality, you can add the Update Utilization (old) buttons to the Region, Practice, Group and Resource page layouts. Change these configuration options to use the older utilization calculation: