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Utilization Settings

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	Default
Assignment Batch Size		The number of assignment records to process in a single batch when calculating utilization. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
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.	False
Calculate Held Resource Request Time	CP	Indicates whether utilization will be calculated on the amount of scheduled time for held (unassigned) resource requests.	False
Calculate Summary By Role	CP	Indicates whether or not PSA creates utilization summary records (used for capacity planning) when calculating scheduled utilization. Tip: Tip Select Calculate Summary By Role if you want PSA to calculate, over a future period, capacity demand for individual resource roles.	False
Calculate Unheld Resource Request Time	CP	Indicates whether utilization will be calculated on the number of requested hours for unheld resource requests. Tip: Tip Select Calculate Unheld Resource Request Time if you want PSA to calculate, over a future period, capacity demand for individual resource roles.	False
Custom Filters for Unheld RR Utilization		Controls the fields on the Resource Request object to include for utilization calculations of unheld resource requests. This setting accepts field values in SOQL queries. You can add custom Resource Request fields as valid values to this setting. For example, Staffer_Approval_Required__c = true AND Update_Related_Resource_Requests__c = true AND Custom_Approval__c = true. If not defined, unheld resource request utilization calculations use default criteria.	Null
Default Opportunity Probability		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.	Null
Historical UTE Work Cal End Day		When true, historical utilization uses the start day based on the work calendar instead of the user's locale.	False
Minimum Opportunity Probability		Indicates a minimum percentage value below which the Probability (%) field on the associated Opportunity will not be considered when calculating utilization summary records.	Null
Resource Batch Size		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.. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
Resource Request Batch Size		Determines how many unheld resource requests to process at once. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	20
Target Utilization Approach		Controls the way in which FinancialForce Professional Services Automation calculates the target hours for a resource. Set the value to one of the following: LAST – only the utilization target at the end date of any time period is used for the utilization detail result for that period, multiplying it with the calendar hours. WEIGHTED – (default) between each resource change, the effective target utilization for each segment between resource change is multiplied with the calendar hours for that segment, and the resulting subtotals from each segment are summed (across both Historical and Scheduled periods) to arrive at Utilization Target Hours.	WEIGHTED
Timecard Batch Size		The number of timecard records to process in a single batch when calculating utilization. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
Timecard Statuses		A comma delimited list of timecard status values that are used to determine which timecards to use in utilization calculations.	Submitted, Approved
Uncheck Master Based On Time/Parent		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.	False
Use Last Date on Resource		When true, utilization details do not calculate beyond the Last Date on the resource.	False
Use Utilization Engine		When true, uses the Utilization Engine for real-time utilization. Organizations that use the ResourceSearchService API must select this setting.	False
Utilization Engine Batch Size		The number of real-time utilization batch calculations to be processed in a single batch.	25
Utilization Engine Start Range		Defines the number of days prior to the current date to calculate real time utilization data. Set to 0 to start calculation from the current date.	50

These options in the Utilization configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. also control Utilization functionality.

Backward Compatibility Considerations and Configuration Settings

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:

Configuration Option	Description
use-old-utilization-calc	Indicates whether to use the old utilization calculation method. When set to true, the utilization values from the Region, Practice, Group or Resource Actuals records for the appropriate Current Time Period are copied up to the header level of the Region, Practice, Group or Resource. Values are copied after the calculation is complete. Note: Note Switching back and forth between new and old Utilization calculation functionality is not supported. Change this setting from False to True once.
old-ute-filter-on-is-resource-flag	Indicates whether the utilization calculation only uses contact records with the Is Resource checkbox selected.

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