Utilization calculations are generated using these formulae:
| Type of Utilization | Formula |
|---|---|
| Historical Utilization | (Billable Historical Timecard Hours + Credited Historical Timecard Hours) / (Historical Calendar Hours - Excluded Historical Timecard Hours) |
| Scheduled Utilization | (Scheduled Billable Hours + Scheduled Credited Hours) / (Scheduled Calendar Hours - Scheduled Excluded Hours) |
| Utilization | (Billable Timecard Hours + Billable Assigned Hours + Credited Timecard Hours + Credited Assigned Hours) / (Total Work Hours - Excluded Timecard Hours - Excluded Assigned Hours) |
When you make changes to resources such as changing the RPGAbbreviation of region, practice, group. and work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group., the changes are taken into account in the utilization calculation.
For example, if a resourceA contact that works on a project. works in regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. XYZ the first month of a quarter but then moves to another region, the time spent in region XYZ will still be calculated when calculating utilization for region XYZ. Resource changes are tracked in the resource change object.
A Resource’s Start Date and Last Date affect both elapsed and total time period hours. Only hours after Start Date (if any) and before Last Date (if any) are added up in the Time Period. Elapsed or total hours before Start Date or after Last Date should not count.
For example, if in Q1 FY2010, a resource has a Start Date of Friday 26th March. You then calculate utilization for that resource on Monday, Mar 29th:
By contrast, if a Start Date is not entered for that resource, both numbers would be much higher as they would include all the working hours from January to March 2010 up to Friday 26th March.
Calculations for regional utilization objects use the same formulae, but use sums for all included resources in the region, and in the sub-region if the flag set.
For example: Historical Regional Utilization = ((SUM of Billable Timecard Hours) + (SUM of Credited Timecard Hours) / (SUM or Elapsed Work Hours - Sum of Excluded Timecard Hours)
Related Concepts
About Utilization Calculations
Related Tasks
Reference