Search Results Grid of Resource Utilization

When you conduct a resource utilization search, Vision displays the results in the Resource Utilization grid. The results on the employee name and generic resource name rows are from plans that you mark as Included in Utilization and Project Reports on the General tab of Project Planning. This ensures that Vision reports the true values for each named and generic resource.

You can configure Planning Configuration to include color coded graphical cues that display on this grid to help you identify the following: billable and non-billable projects; over, under, and properly utilized employees; and hard booked, soft booked, and blended assignments.

You configure hard and soft booked assignments on the Resource Settings tab in Planning Configuration. If you have access to hard booked assignments, Vision displays options for the booking status in the Resource Name, Period, and Hours Beyond columns.

Contents

Field	Description
Info Column	Refer to the Info column for helpful tips on using the Resource Utilization grid. Roll your mouse over the icons in this column to view the tips. If Instant Message displays next to the employee's name, you can use the Employee lookup to send an instant message or email message to the employee.
Plus Sign or Minus Sign	The + sign in a grid row indicates the task is a parent task that contains related child tasks. Click the + to view the child tasks. The + changes to a - when the child tasks are open. Click the - to close the child tasks.
Resource Name	This field displays the resource name. This column displays generic resources and/or terminated employees only when they have hours on plans that meet the selection criteria. After Vision displays the search results, you can use the Resource Name drop-down list to view or assign additional information about the resource, or to change assignments. The options available depend on your security settings. Options are: Employee Search — While on a plan level row, select this option to access the Employee Search dialog box to conduct a resource search or change assignments. S Copy Hours — While on a plan level row, select this option to copy hours from one resource to another. Move Hours — While on a plan level row, select this option to move hours from one resource and place them on another. Soft Book — This option displays for named resources if the Use Soft and Hard Booking for Employee's Planned Hours option is selected, and for generic resources if the Use Soft and Hard Booking for Generic Resources' Planned Hours option is selected, in Planning Configuration. Soft booked is when a resource is tentatively scheduled on a plan but the assignment has not yet been approved. Select this option to change the hours to soft booked. Hard Book — This option displays for named resources if the Use Soft and Hard Booking for Employee's Planned Hours option is not selected, and for generic resources if the Use Soft and Hard Booking for Generic Resources' Planned Hours option is not selected, in Planning Configuration. Hard booked assignments are those when a resource is scheduled and approved on a plan. Select this option to change the hours to hard booked. Availability — While on a named resource or generic resource name row, this option displays the Availability dialog box, where you can view the named resource's total available hours, planned hours, and remaining available hours. This option is not available for generic resources. All In-Utilization Commitments — While on a named resource or generic resource name row, this option displays the Planned Hours on the In-Utilization dialog box, where you can view a summary of planned and billable hours on plans marked as in-utilization on the General tab of Project Planning. Expand All — This option expands all task rows under the parent row. Collapse All — This option closes all task rows under the parent row.
Total Planned Hours	This column displays the Total Planned Hours for the selected period for plans that are marked as in-utilization on the General tab of Project Planning. For plan level rows, Vision displays hours regardless of the in-utilization setting. On the resource name row, Vision bases the hours on the selected date range, the hard or soft booking selection, and the in-utilization selection. For example, if you turn on Booking but you set Configuration to exclude soft booked hours, the Total Planned Hours excludes soft booked hours. On the plan level rows, Vision displays the plan level's planned hours which includes hard and soft booked hours if booking is in use.
Total Available Hours	This column displays the Total Available Hours for the employee in the selected period. Vision checks both the employee's hours per day in the Employee Info Center, and the non-working days in the Holiday Calendar, and calculates as follows: [Number of working days in a period] * Employees hours per day For generic resources, no value is displayed in this column.
Scheduled Ratio	This column displays the actual scheduled hours for the employee. Refer to this column for utilization percentages. The calculation is as follows: {(Total planned hours / Total available hours) * 100} If you select Include Soft Booked Hours when Showing Planned Hours and when Calculating Availability or Utilization in Planning Configuration, the Total Planned Hours value in this equation only includes hard booked hours. If All Planned was selected for the Values Shown for Resource Rows in Period group on the Show tab of Resource Utilization, then the over, under, or properly scheduled color codes are applied to this column. For generic resources, no value is displayed in this column.
Soft Booked Hours	This column displays if you select the Use Soft and Hard Booking for Employee's Planned Hours option for named resources, or the Use Soft and Hard Booking for Employee's Planned Hours option for generic resources, in Planning Configuration. Soft booked hours reflect when an employee or generic resource is tentatively scheduled on a plan but the assignment is not approved.
Utilization Ratio	This column displays the employee's Utilization Ratio from the Accounting tab of the Employee Info Center, rounded to a whole number. For generic resources, no value displays in this column.
Billable Goal Hours	This column displays the billable goal hours for the employee. The calculation is as follows: Employee's Total Available Hours * Employee's Utilization Ratio (taken from the Accounting tab of the Employee Info Center). For generic resources, no value displays in this column.
Billable Planned Hours	This column displays the total billable planned hours for employees and generic resources for the selected period for plans marked as in-utilization on the General tab of Project Planning. If you select Use Soft and Hard Booking for Employee's Planned Hours option for named resources, or Use Soft and Hard Booking for Employee's Planned Hours for generic resources in Planning Configuration, but configuration was set to exclude soft booked hours, then the employee name or generic resource row excludes soft booked hours. Vision applies color codes to the employee name rows if you select the Only Billable Planned option on the Show tab of Resource Utilization.
Billable Utilization	This column displays the billable utilization percentage for the selected period. The calculation is as follows: {(Billable planned hours / Total hours available) * 100} If you select the Use Soft and Hard Booking for Employee's Planned Hours option in Planning Configuration, but configuration is set to exclude soft booked hours, then the value used for Billable Planned Hours within the calculation excludes soft booked hours.
Planned Start	This column displays the first start date for an interval that has planned hours assigned for the resource or the plan, but is not earlier than the start date selected in the task pane.
Planned End	This column displays the end date for the interval with the latest planned hours found for the resource or plan level row.