Utilization Analysis (COL1,BOL1,POL1)

Use this screen to analyze actual and budgeted labor utilization and to analyze variances between actual and budgeted labor utilization.

You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Report Parameters

Report Type

Select the type of report you want to display. Choose from the following options:

• Cost - Select this option to display actual labor utilization.

• Budget - Select this option to display budgeted labor utilization.

• Variance - Select this option to display variances of actual and budgeted labor utilization.

Base

Under Base, choose from the following options:

• Cost - Select this option to display the utilization based on cost.

• Hours - Select this option to display utilization based on hours.

Org

If you selected a Report Type of Budget or Variance, choose from the following organization types:

• Pool - Select this option to filter the Organization Type by pool.

• Home - Select this option to filter the Organization Type according to home organization.

Period

Click to select the fiscal year.

End Date

This is a required field for the Cost or Variance report type. Click to select the end date.

Budget Group

If you selected a report type of Budget or Variance, click to select either the base budget or latest updated forecasts or any budget group.

Org ID

This is a required field. Click to select the organization ID. The name of the organization displays in the next field.

Details

Select Combined to combine all levels of report information for viewing or printing.

Subtasks

After you select the Org ID and set other options, click Details  to display utilization % at the Org level and a utilization summary for the next level of organization below the selected Org Id.