| Field | Description |
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| Utilization Determination
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Use the options in the Utilization Determination group box to establish the calculations and settings for the Resource Utilization application in Resource Management.
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| Over Utilization is Defined As:
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Use these options to determine how Vision calculates overutilization for employees with planned hours on billable plans. Options are:
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This Percent of Employee's Utilization Ratio: __% — Select this option if the number of billable planned hours included in the utilization is greater than the assigned percent of the employee's utilization ratio, and enter the desired percentage. If no entry is made, Vision defaults to 100%.
For example: The employee's utilization ratio is 80%, yet the
Over Utilization is Defined As: option is set to 105%. For the selected period, the employee has 168 total available hours (calculated by multiplying the working days in a period by the hours per day). If the employee’s billable planned hours on in-utilization plans exceed 141, Vision will consider the employee overutilized for resource management. The calculations are as follows:
168 hours * 80% = 134 (rounded)
134 * 105% = 141 (rounded)
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Employee's Utilization Ratio Plus __% — Select this option to enter the percentage to which the employee's utilization ratio can extend before he or she is considered overutilized. This is the maximum employee utilization ratio percent. If no entry is made, Vision defaults to 0% or blank.
For example: The employee's utilization ratio is set to 80% and the
Employee's Utilization Ratio plus option is set to 15%. If the employee’s total available hours for the period are 168, Vision will consider the employee as overutilized for resource management when his or her planned hours on in-utilization billable plans exceeds 160 hours. The calculations are as follows:
80% + 15% = 95%
95% * 168 hours = 160 (rounded)
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Employee's Utilization is Greater Than: __% — The employee is overutilized when the amount of planned hours on utilized, billable plans, divided by the employee's total available hours, results in a percentage that is greater than the one assigned here. Note that the Utilization Ratio from the Employee Info Center is not considered here. If no entry is made, Vision defaults to 0% or blank.
For example: The employee's available hours are 168 and the
Employee's Utilization is Greater Than option is set to 100%. If the employee's planned hours on in-utilization billable plans total 186, Vision will consider the employee overutilized. The calculations are as follows:
186/168 = 1.107
1.107 * 100 = 111 (rounded)
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| Under Utilization is __% of Employee's Utilization Ratio
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This option determines if an employee is underutilized for planned hours on utilized, billable plans. Vision multiplies the employee's utilization ratio by the percentage entered in this field. The resulting percentage is multiplied by the employee's total available hours for the period. If the employee has less billable planned hours assigned than this total, the employee is considered underutilized. If no entry is made, Vision defaults to 100% or the last saved value.
For example: The employee's utilization ratio is 80% and his or her total available hours for the period are 168. If the
Under Utilization is __ of Employee's Utilization Ratio option is set to 100%, the employee must have 134 or more billable planned hours or Vision will consider the employee underutilized. The calculations are as follows:
100% * 80% = .8
.8 * 168 = 134 hours (rounded)
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| Availability Determination
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Use these settings to determine how the Resource Utilization grid in Resource Management applies color styles to the
Scheduled column and how Vision displays soft and hard booked hours.
When checking hard and soft booked hours, Vision first checks to see if the
Use Soft and Hard Booking for Employees Planned Hours option is selected. If it is, then Vision checks to see if the
Include Soft Booked Hours when Showing Planned Hours and when Calculating Availability or Utilization option is selected. If selected, then the total planned hours in the following Availability Determination calculations represent both soft and hard booked hours. If it is not selected, the total planned hours only include hard booked hours.
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| Over Scheduled is __% of Employee's Total Available Hours
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Enter a percentage in this field to determine when an employee is overscheduled for total planned hours. Vision calculates this percentage by dividing the total planned hours for the period by the total available hours for the period. If the resulting percentage is more than the percentage assigned in this field, the employee is considered overutilized.
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| Under Scheduled is __% of Employee's Total Available Hours
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Enter a percentage in this field to determine when an employee is underutilized for total planned hours. Vision calculates this percentage by dividing the total planned hours for the period by the total available hours for the period. If the resulting percentage is less than or equal to the percentage assigned in this field, the employee is considered underutilized.
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| Soft and Hard Booking
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Hard booked assignments occur when an employee is scheduled on a plan, while soft booked hours occur when an employee is tentatively scheduled on a plan. A blend of these occurs when resource assignments include a mixture of hard and soft booked resources.
Use these settings to turn on the soft and hard booking features, and to determine how these features apply to generic resources, planned hours, and calculations within Resource Management. When these options are enabled, icons that indicate the status display next to the assignment:
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Blend
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Soft Booked
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Hard Booked
All assignments automatically default to soft booked unless you have access rights to hard booked hours. Hard booked status means that you have access rights to hard booked assignments. When you add, copy, or move hours, those hours are assigned a hard booked status.
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| Use Soft and Hard Booking for Employee's Planned Hours
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Select this option to enable soft and hard booking for employee planned hours. When you select this option, Vision enables the
Use Soft and Hard Booking for Generic Resources' Planned Hours and
Include Soft Booked Hours when Showing Planned Hours and when Calculating Availability or Utilization options.
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| Use Soft and Hard Booking for Generic Resources' Planned Hours
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Select this option to use soft and hard booking for generic resources' planned hours.
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| Include Soft Booked Hours when Showing Planned Hours and when Calculating Availability or Utilization
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Select this option to include soft and hard booking in the planned hours when calculating availability or utilization. This option applies to both employees and generic resources, depending on which are currently in use in Resource Management.
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| Select Provisional Rate for Resource Searching
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Select an option to determine which provisional rate type is used when conducting a resource utilization search:
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Cost
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Billing
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Do not include rates in Search
If you do not make a selection, Vision defaults to
Cost or to the last saved value.
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