Clicking the Utilization Calculations tab displays the utilization calculations home page.
More about the home page.
In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
From the list, you can click any utilization calculation name to go directly to its detail.
Click New to create a new utilization calculation.
Recent Choice
Description
Recently Viewed
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.
What is Utilization?
Utilization is a measure of how effectively an organization uses its billable resources over time. It's generally a key indicator to determine billings, profitability, employee compensation, and capacity required to deliver pipeline opportunities. Utilization reporting requirements vary greatly between different organizations.
PSA calculates utilization for billing purposes as a percentage: the number of billable hours available in a given time period divided by the number of hours resources have billed. Utilization calculations for the purposes of employee compensation also consider time credited hours (for example, time spent on training). The work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group. determines the hours for each working week for the RPGAbbreviation of region, practice, group. and resources to be included in utilization calculations.Timecards and work calendars are used to calculate utilization for a resource.
A number of utilization summary records, if your administrator has configured PSA to calculate capacity by resource role.
These records are available to add as related lists on the RPG or resource. Actual utilization percentages and calculation fields are shown in the fields of the RPG record, usually in the Utilization section—see "Region, Practice and Group Fields".
When you change the target utilization for a resource, a resource change record is created to track when the change was made and allow accurate utilization processing to take place.
To include the hours for a resource in utilization processing:
Ensure that timecards for resources to be included in calculations have the Include in Financials checkbox selected. See "Timecard Fields".
Ensure that the Exclude From Time Calculations checkbox on resources that you want to include in utilization calculations is deselected. See "Resource Fields".
Your administrator can refine the utilization processing strategy for your organization—see "Utilization Settings".
Previous Releases and Upgrading to Newer Calculation Methods
In previous releases utilization calculation worked in different ways. In some cases you can keep an older calculation method. For detailed information about utilization calculations in older releases, see the documentation for that release.
If you used an older calculation method in a previous release, your administrator can configure PSA to use the newer calculation method. See "Utilization Settings".
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