Resource Utilization by Organization Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Sequence of Columns

If you include period columns based on your selection in View By on the General tab, that selection (for example, Week Periods) must be the last selected column in the grid on the Columns tab. The only exception is if you also select the Planned Hours After column. That column can follow the period columns.

How Reporting Period and View by Options can Affect the Number of Columns You Select

Vision uses the reporting period and your selection in View By on the General tab to determine the number of period columns to display. If you specify too long a period, the number of period columns can exceed the maximum of 20 columns. If that occurs, either specify a shorter reporting period or select a larger interval in View By.

Asterisks (*)

If the values shown in the plan rows do not add up to the total shown in the corresponding totals line, Vision marks the total with an asterisk.

Start and End Dates

Vision does not determine dates and durations for elements at higher levels of the work breakdown structure (WBS) by adding up durations at lower levels. Instead, Vision determines the dates of an element at a higher WBS level as follows:

• The start date of a higher level element is the earliest start date assigned to one of the lower level elements under it.

• The end date of a higher level element is the latest end date assigned to one of the lower level elements under it.

Full-Time Equivalent (FTE) Values

Whether or not full-time equivalent values are displayed on the report is determined by the Full-Time Equivalent (FTE) Reporting Includes options on the Inclusions tab. If you include them, the report displays the full-time equivalent values after the total row for each organization and after the Employee Final Total row.

Note that when it calculates the values for FTE Over/(Under) Capacity, Vision uses the rounded values displayed on the report in FTE Capacity and Demand.

FTE Values and the Resource Assignment Column

If you include full-time equivalent values for capacity and demand, select Resource Assignment as the first column for the report. Vision displays capacity values with shaded backgrounds to help you distinguish them from demand values.

If you do not select Resource Assignment as the first column, this shading does not display correctly.

Decimal Digits for Hours

Decimal settings for columns that display hours are determined by the Decimal Digits option on the General tab on the Plan Settings form (Configuration > Planning > Plan Settings).

Billable and Unbillable Time

Billable time in Vision Planning is characterized as time that is mapped to regular projects, or not mapped to overhead or promotional projects. Nonbillable time in Vision Planning only includes plans that are linked to overhead or promotional projects.

Contents

Field	Description
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 work breakdown structure (WBS) elements (projects, phases, and tasks) to which the employee is assigned. For the plan rows, the contents of this column depend on your settings in Lowest Level of Detail Shown on the Sorting/Grouping tab.
Total Available Hours	This column displays the total number of employee work hours possible for the reporting period you specify on the General tab. Vision 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 Employee Info Center. Vision determines working days based on holiday and non-working days set up on the Holiday Configuration form (Configuration > General > Holiday Calendar) 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 Management Settings form and on the options in the Show on Plan Level Rows group box on the General tab in the Options dialog box for the report. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vision 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. Vision 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.
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 Management Settings form. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vision 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. Vision 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.
Scheduled Ratio	This column displays the percentage of available time that is scheduled. It includes both billable and nonbillable planned hours for all plans. Vision calculates this value as follows: (Total Planned Hours / Total Available Hours) * 100. Vision rounds the result to a whole number. For example, if Total Planned Hours is 103 and Total Available Hours is 112, Vision calculates the scheduled ratio as follows: (103 / 112) * 100 = 92% Colors Vision uses colors for this column to indicate employees whose scheduled ratios exceed or fall short of expectations: If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select All Planned Hours in Resource Name Rows Include on the Inclusions tab, Vision applies colors to the contents of this column based on the availability determination options on the Resource Management Settings form. If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select Only Billable Planned Hours in Resource Name Rows Include on the Inclusions tab, no color is used. Full-Time Equivalents (FTEs) If you include full-time equivalent rows, Vision displays the following in this column for the FTE Capacity and Demand rows: (Total planned hours / Total available hours) * 100.
Utilization Ratio	This column displays the percentage of an employee's hours that is expected to be billable. This percentage is specified in Utilization Ratio on the Accounting tab of the Employee Info Center. Full-Time Equivalents (FTEs) To calculate the full-time equivalent row value for the Utilization Ratio column, Vision does the following: Multiplies employee hours per day (from Hours/Day on the Personal tab of the Employee Info Center) by the employee utilization ratio (from Utilization Ratio on the Accounting tab of the Employee Info Center). 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 Inclusions tab in the Options dialog box for the report).
Billable Utilization	This column displays the utilization for billable planned hours. Billable Utilization only includes billable time on plans marked to include in utilization. Vision 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 Management Settings form. Colors Vision uses color in this column to indicate employees whose billable utilization values exceed or fall short of expectations: If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select Only Billable Planned Hours in Resource Name Rows Include on the Inclusions tab, Vision applies colors to the contents of this column based on the utilization determination options on the Resource Management Settings form. If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select All Planned Hours in Resource Name Rows Include on the Inclusions 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, Vision 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, Vision 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.
Planned 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, Vision includes only plans included in utilization.
Planned 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, Vision includes only plans included in utilization.
(View By) Periods	Select the Periods option on the Columns tab to include the period columns defined by the Reporting Period and View By options on the General tab. (The actual column name that appears in the grid on the Columns tab depends on the View By option you select. For example, if you select Month, you select Month Periods in the grid on the Columns tab to include the monthly period columns on the report.) Your settings for the View By and Reporting Period options on the General tab determine the headings and contents of the period columns. For example, if you make the following entries, the report displays one column for each of the four months in the reporting period: View By = Month Reporting Period = 6/1/09 to 9/30/09 The heading for each column in this example consists of the month and date range: Jun 09 1 - 30 An asterisk beside a total indicates that values on the plan rows do not add up to the total shown. Date Format If the headings for the period columns include full dates, Vision always uses the Short Date format from your Regional Options in Microsoft Windows. Unlike most other dates, the format of these dates is not determined by the default date format for the report on the Layout tab of the Options dialog box. Colors If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select Only Billable Planned Hours in Resource Name Rows Include on the Inclusions tab, Vision applies colors to the contents of this column based on the utilization determination options on the Resource Management Settings form. If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select All Planned Hours in Resource Name Rows Include on the Inclusions tab, Vision applies colors to the contents of this column based on the availability determination options on the Resource Management Settings form. Totals in the Hours for Selected Employees Row or Hours Row If employee rows contain hours, the Hours for Selected Employees row displays the sum of those hours. If employee rows contain percentages, Vision totals the percentages and divides the total by the number of employees on the report. For generic resource rows, Vision displays the sum of the hours from those rows. If the totals in the row include both employee and generic resources, the value displayed is total hours for those resources, even if the employee rows display percentages. If Vision displays an asterisk for one of the rows included in the total, it also displays an asterisk for the total. Full-Time Equivalents (FTEs) FTE Capacity and Demand row — Vision calculates the period values for this row as follows: (Sum of the hours for the employee rows) / (Number of work days in the column period * Number of hours in one full-time equivalent) If employee rows contain percentages, Vision uses the equivalent hours in this calculation. FTE Over/(Under) Capacity row — In this row, the column displays the difference between the amount in the Total Available Hours column in the full-time equivalent row and the amount in the current period column in that row.
Billable Goal Hours	This column displays the number of expected billable hours for the reporting period. Vision 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 Employee Info Center.
Billable Planned Hours	This column displays the billable planned hours for the reporting period. Whether or not Vision treats soft booked hours as planned hours depends on the Soft and Hard Booking options on the Resource Management Settings form. The options in the Show on Plan Level Rows group box on the General tab determine whether or not Vision includes hard booked and soft booked hours in plan rows. Colors Vision uses color in this column to indicate employees whose billable planned hours exceed or fall short of expectations: If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select Only Billable Planned Hours in Resource Name Rows Include on the Inclusions tab, Vision applies colors to the contents of this column based on the utilization determination options on the Resource Management Settings form. If you select Apply Employee Utilization/Schedule Color Styles on the General tab and you select All Planned Hours in Resource Name Rows Include on the Inclusions 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.
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.
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.