Columns for Resource Utilization by Organization

Use the Columns tab to select and set up columns for your report.

Contents

Field	Description
Billable Goal Hours	This column displays the number of expected billable hours for the reporting period. Vantagepoint calculates this as follows: Billable goal percentage * Total available work hours. The billable goal percentage is based on the entry in Utilization Ratio on the Accounting tab of the Employees hub.
Billable Planned Hours	This column displays the billable planned hours for the reporting period. Whether or not Vantagepoint treats soft booked hours as planned hours depends on the Soft and Hard Booking options on the Resource Settings form. The the Include Soft Booked Hours check box on the Options tab for the report determines whether or not Vantagepoint includes hard booked and soft booked hours in plan rows. Colors Vantagepoint uses color in this column to indicate employees whose billable planned hours exceed or fall short of expectations: If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Utilization: Planned Hours on Regular Billable Projects Included in Capacity Calculations under Resource Summary Rows on that tab, Vantagepoint applies colors to the contents of this column based on the utilization determination options on the Resource Settings form. If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Scheduled: Planned Hours on All Projects Included in Capacity Calculations under Resource Summary Rows on that tab, no color is used. An asterisk beside a total indicates that values on the plan rows do not add up to the total shown.
Hours End Date	This column displays the date of the last day in the reporting period for which planned hours exist. (This date may or may not coincide with the ending date of the last interval.) For resource rows, Vantagepoint includes only plans included in utilization.
Hours Start Date	This column displays the date of the first day in the reporting period for which planned hours exist. (This date may or may not coincide with the starting date of the first interval.) For resource rows, Vantagepoint includes only plans included in utilization.
Planned Hours After	This column displays the total planned hours for dates later than the end date of the reporting period. An asterisk beside a total indicates that values on the plan rows do not add up to the total shown.
Planned Hours Before	This column displays the total planned hours for dates earlier than the start date of the reporting period. An asterisk beside a total indicates that values on the plan rows do not add up to the total shown.
Resource Assignment	By default, the report groups data by organization, with the organization's identifier at the start of the data and totals for the organization at the end of its data. For each employee within the organization, this column displays the plan work breakdown structure (WBS) elements to which the employee is assigned.
Row Count	This column displays the row number of a line item.
<Scale> Periods	This column displays the period defined by the Reporting Time Frame and Scale options on the Options tab. The name and contents of this column depend upon your selection in Reporting Time Frame and Scale on the Options tab. For example, if you select Monthly in Scale, you select Monthly Periods in Columns to include the monthly period columns on the report.
Scheduled %	This column displays the percentage of available time that is scheduled. It includes both billable and nonbillable planned hours for all plans. Vantagepoint calculates this value as follows: (Total Planned Hours / Total Available Hours) * 100. Vantagepoint rounds the result to a whole number. For example, if Total Planned Hours is 103 and Total Available Hours is 112, Vantagepoint calculates the scheduled ratio as follows: (103 / 112) * 100 = 92% Colors Vantagepoint uses colors for this column to indicate employees whose scheduled ratios exceed or fall short of expectations: If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Scheduled: Planned Hours on All Projects Included in Capacity Calculations under Resource Summary Rows on that tab, Vantagepoint applies colors to the contents of this column based on the availability determination options on the Resource Settings form: red for over-utilized or over-scheduled, blue for under-utilized or under-scheduled, and gray for properly utilized or properly scheduled.. If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Utilization: Planned Hours on Regular Billable Projects Included in Capacity Calculations under Resource Summary Rows on that tab, no color is used. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vantagepoint displays the following in this column for the FTE Capacity and Demand rows: (Total planned hours / Total available hours) * 100.
Soft Booked Hours	This column displays the number of soft booked hours. Hard booked assignments are those when an employee is scheduled and approved on a plan, while soft booked is when an employee is tentatively scheduled on a plan but the assignment has not yet been approved. This column is available only if Use Soft and Hard Booking for Employee's Planned Hours is selected on the Resource Settings form. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vantagepoint displays the following in this column for those rows: FTE Capacity and Demand: In these rows, the column displays the result of the following calculation: (Total soft booked hours / Total available hours) * Total full-time equivalents The total full-time equivalents value is displayed in the Total Available Hours column for the row. FTE Over/(Under) Capacity: In these rows, the column displays the over-capacity or under-capacity full-time equivalent values. The report displays under-capacity values in parentheses. Vantagepoint calculates those values for this column as follows: (Soft Booked Hours from the FTE Capacity and Demand row) – (Total Available Hours from the FTE Capacity and Demand row) An asterisk beside a total indicates that values on the plan rows do not add up to the total shown.
Total Available Hours	This column displays the total number of employee work hours possible for the reporting time frame you specify on the Options tab for the report. Vantagepoint calculates the available hours as follows: Hours per day * Number of working days in the reporting period. The hours per day are from the Personal tab of the Employees hub. Vantagepoint determines working days based on holiday and non-working days set up for the active company. Full-Time Equivalents (FTEs) If you include FTE Capacity and Demand rows, the Total Available Hours column displays capacity as the number of full-time equivalents for all active employees in the organization or, at the end of the employee data, for all active employees in the active company. These values are not restricted to the employees included on the report. If you do not include the Total Available Hours column on the report, the report displays only FTE demand, and the Hours for All Active Employees row is not displayed.
Total Planned Hours	This column displays the total number of planned hours for the employee or generic resource for the reporting period you specify on the General tab. Whether or not soft booked hours are included depends on the Use Soft and Hard Booking for Employee's Planned Hours option on the Resource Settings form and on the Include Soft Booked Hours check box on the Options tab for the report. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vantagepoint displays the following in this column for those rows: FTE Capacity and Demand: In these rows, the column displays the result of the following calculation: (Total planned hours / Total available hours) * Total full-time equivalents The total full-time equivalents value is displayed in the Total Available Hours column for the row. FTE Over/(Under) Capacity: In these rows, the column displays the over-capacity or under-capacity full-time equivalent values. The report displays under-capacity values in parentheses. Vantagepoint calculates those values for this column as follows: (Total Planned Hours from the FTE Capacity and Demand row) – (Total Available Hours from the FTE Capacity and Demand row) An asterisk beside a total indicates that values on the plan rows do not add up to the total shown.
Utilization %	This column displays the utilization percentage for billable planned hours. This percentage only includes billable time on plans marked to include in utilization. Vantagepoint calculates this value as follows: (Billable Planned Hours / Total Available Hours) * 100 Whether or not soft booked hours are treated as planned hours depends on the Soft and Hard Booking options on the Resource Settings form. Colors Vantagepoint uses color in this column to indicate employees whose billable utilization values exceed or fall short of expectations: If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Utilization: Planned Hours on Regular Billable Projects Included in Capacity Calculations under Resource Summary Rows on that tab, Vantagepoint applies colors to the contents of this column based on the utilization determination options on the Resource Settings form: red for over-utilized or over-scheduled, blue for under-utilized or under-scheduled, and gray for properly utilized or properly scheduled.. If you select Employees Schedule and Utilization under Show Color For on the Options tab and you select Scheduled: Planned Hours on All Projects Included in Capacity Calculations under Resource Summary Rows on that tab, no color is used. Full-Time Equivalents (FTEs) If you include full-time equivalent values, this column displays the group's billable utilization percentage in the full-time equivalent row: For organizations, Vantagepoint totals the utilization percentages for all active employees in the organization and divides that total by the number of active employees in the organization. For the final employee total, Vantagepoint totals the utilization percentages for all active employees in the active company and divides that total by the number of active employees in the company.
Utilization Target	This column displays the percentage of an employee's hours that is expected to be billable. This percentage is specified in Utilization Target on the Accounting tab of the Employees hub. Full-Time Equivalents (FTEs) To calculate the full-time equivalent row value for the Utilization Target column, Vantagepoint does the following: Multiplies employee hours per day (from Hours/Day on the Employment Details tab of the Employees hub) by the employee utilization ratio (from Utilization Target on the Employment Details tab of the Employees hub). Adds the results for each employee group together. Divides the total by the value in the Total Available Hours column in the full-time equivalent row. Divides the result by the full-time equivalent definition for hours per day (from the Options tab for the report).