Calculating Utilization

Tip:

You can include or exclude data in or from Utilization calculation. For example, excluding roles from utilization calculations if they are not relevant for capacity planning. For information, see Utilization Calculation Overview.

To calculate utilization:

1. Display the resourceA contact that works on a project., 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. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. that you want to calculate utilization for.
2. Click Calculate Utilization.
3. Complete the fields described in Utilization Calculator Fields.
4. Do one of the following:
   • To calculate utilization now, click Calculate.
   • To schedule utilization calculations to occur at the frequency shown in the Schedule section, click Schedule.
5. Check Utilization calculation, see Monitoring Utilization Calculation.