Labor Utilization Summary

The Labor Utilization summary analytics include the following:

A bullet graph that provides a visual comparison of the current year-to-date, quarter-to-date, or period labor utilization rate to the current utilization budget rate.
A table that compares the current to-date utilization rate to the budget and displays the variance. For additional analysis, the table also provides prior year utilization rate and budget rate as of the same period.

You can choose to view available or direct labor utilization, and you can base the labor utilization calculation on either cost or hours.

If your review of the summary labor utilization data suggests the need for more detailed analysis, click Labor Utilization to go to the Labor Utilization tab in Costpoint Analytics - Employees.

If you have not been given access to labor utilization information in Costpoint Analytics, the Summary Dashboard tab does not display the Labor Utilization summary area.

In this topic

Bullet Graph

Table Data

Labor Utilization Calculation

Budget_Rates_and_Target_Rates

User Options That Affect the Labor Utilization Summary

Bullet Graph

The Labor Utilization analytic area includes a bullet graph to give you a visual comparison of labor utilization to budget for the analysis period. The second column of the table below the bullet graph in the Labor Utilization summary area displays the labor utilization and budget rates on which the graph is based.

Graph Item	Description
Horizontal bar (black)	The black horizontal bar represents the labor utilization rate for the analysis period (for example, year-to-date labor utilization). If you position the mouse pointer at any point on this bar, Costpoint Analytics displays the labor utilization budget rate, the labor utilization and percentage of budget at which the cautionary alert is triggered, and the labor utilization and percentage of budget at which the urgent alert is triggered.
Vertical bar (black)	The black vertical bar represents the labor utilization budget or forecast for the analysis period (for example, year-to-date labor utilization budget).
Percent Attained	The percentage to the right of the graph is the percentage of budget attained for the analysis period: (Labor utilization rate / Budget or forecast or target rate) × 100.
Percentage scale	The scale along the bottom of the graph indicates percentage of budget.
Alert areas	The graph background is divided into alert areas based on the under-utilization tolerance percentages that your system administrator established for labor utilization: Acceptable — If the labor utilization bar extends into the area on the right (as in the illustration above), that area is green, indicating acceptable performance. Cautionary alert — If the labor utilization bar ends within the middle area, that area is yellow, indicating that utilization is below the expected level but is not yet a critical problem. Urgent alert — If the labor utilization bar ends within the left area, that area is red, indicating that utilization is far enough below budget that it requires urgent attention.

The width of the cautionary alert area depends on the tolerances your system administrator specifies. If the difference between the percentage at which the cautionary area begins and that at which the urgent area begins is small, the cautionary alert area will be very narrow.

Table Data

Data Item	Description
Available/Direct Cost/Hours Util %: Prior Year	Year-to-date, quarter-to-date, or period labor utilization rate as of the current period in the prior year.
Baseline Budget/Forecast/Target: Prior Year	Year-to-date, quarter-to-date, or period budgeted or target labor utilization rate as of the current period in the prior year.
Available/Direct Cost/Hours Util %: YTD/QTD/Period	Year-to-date, quarter-to-date, or period labor utilization rate as of the current period in the current year.
Baseline Budget/Forecast/Target: YTD/QTD/Period	Year-to-date, quarter-to-date, or period budgeted or target labor utilization rate as of the current period in the current year.
Variance: YTD/QTD/Period	Year-to-date, quarter-to-date, or period labor utilization variance from budget, forecast, or target rate. If the percentage attained falls within the under-utilization cautionary alert range or urgent alert range, Costpoint Analytics displays the variance within a colored border to draw your attention to it. A yellow border indicates a cautionary alert, and a red border indicates an urgent alert.

Labor Utilization Calculation

Summary labor utilization is calculated for regular, active employees only. You have the option to display either direct or available utilization. You also have the option to base the calculation of labor utilization on labor costs or on labor hours:

Direct labor utilization (cost) = Direct labor cost / Total labor cost

Direct labor utilization (hours) = Direct labor hours / Total labor hours

Available labor utilization (cost) = Direct labor cost / (Total labor cost – Leave cost)

Available labor utilization (hours) = Direct labor hours / (Total labor hours – Leave hours)

Budget and forecast labor utilization rates are calculated in the same way using labor cost and hours budget data loaded from the Labor Utilization Budget file.

If the Costpoint Analytics system administrator does not give you access to labor cost information and you select the option to calculate summary labor utilization rates based on labor cost, the analytics will display no data.

A number of Costpoint Analytics configuration settings determine the labor costs and hours included in the calculation of labor utilization. For more on labor utilization calculation, see Labor Utilization: Data Sources.

Budget Rates and Target Rates

Your system administrator uses a configuration setting to indicate whether budget labor utilization rates, target labor utilization rates, or both are available for comparison to the actual labor utilization rates in the detailed Labor Utilization Analytics.

The Summary Dashboard tab uses budget rates (baseline budget or forecast) in all cases except when the target rates option is the only option selected in Costpoint Analytics configuration. In that case, employee target rates are used.

User Options That Affect the Labor Utilization Summary

Your selections on the User Options tab affect the labor utilization summary in the following ways:

User Option

Effect on the Analytics

Budget Type

Use the options under Budget Type to specify the budget data to which you want to compare actual performance:

Baseline Budget — Select this option to compare actual performance to the baseline budget.
Forecast — Select this option to compare actual performance to the current forecast (budget revision).

Org or Reorg

Use the options under Org or Reorg to indicate if you want to view data based on the organization structure or based on a reorganization:

Org — Select this option to view summarized data for all of the organizations to which you have access.
Reorg — Select this option to view summarized data for a specific reorganization. After you select Reorg, click Reorg Selection to display a list of the available reorganizations, and select the one you want.