Resource Utilization Calculation

Whether an employee's planned hours are included in the calculation of utilization hours and percentages depends on the project charge type, the project's current pipeline stage (if applicable), and the Include Projects in an In Pursuit Stage in Scheduled and Utilization Calculations setting on the Plan Settings form (Settings > Resource Planning > Plan Settings)

Utilization Calculations

An employee's utilization hours and utilization percentage for a give period of time are calculated as follows:
  • Utilization hours: Sum of billable planned hours
  • Utilization percentage: (Sum of billable planned hours / Total available hours) x 100

Included Hours

If the CRM, CRM Plus, or Resource Planning module is activated, billable planned hours are planned hours for the following:
  • Projects with the Regular charge type that are assigned to a Won stage.
  • Projects with the Regular charge type that are assigned to an In Pursuit stage and also meet the criteria for inclusion that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings).

If none of the three modules listed above is activated, projects are not assigned to stages, and billable planned hours are simply planned hours for projects with the Regular charge type.

Total available hours are calculated as follows: Hours/day from the Employees hub x Number of work days in the period

Excluded Hours

Planned hours for the following are not considered billable and are not included in utilization calculations:
  • Projects with the Overhead charge type.
  • Projects with the Promotional charge type.
  • Projects with the Regular charge type that are assigned to a Lost or Do Not Pursue stage.
  • Projects with the Regular charge type that are assigned to an In Pursuit stage but do not meet the criteria for inclusion that are specified on the Plan Settings form.

Generic Resources

Utilization hours and percentages are not calculated for generic resources, only for employees.