Resource Utilization by Organization General Tab

Use the General tab to select report options for the Resource Utilization by Organization report and to save sets of options for reuse.

Use options on the Inclusions tab to select additional options related to those on the General tab. For example, if you select Employees under Resources on Report on the General tab, you can use Inclusions tab options to include only employees with planned hours or to include only employees who are over-utilized.

Contents

Field	Description
Report Name	You can change the default report name.
Reporting Period	Specify the start and end dates for the period for which you want to review resource utilization information. Enter the dates, or click and select the dates. Vision uses the reporting period and your selection in View By to determine the number of period columns to display on the report. 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.
Period Settings: View By	Select the time interval for the period columns on the report. For example, select Month to display data by months. This selection also determines the periods for the graph columns. You have the following options: Day Week Bi-Weekly – A two-week period Semi-Monthly – One semi-monthly period runs from the first to the fifteenth of the month; the second semi-monthly period runs from the sixteenth to the end of the month. Month Quarter Year Accounting Period If the reporting period start date does not coincide with the first day of the interval, the values in the first period column will be for only part of that period. For example, if you select Month but the start date for the reporting period is March 15, the first period column will be for March but the values will only be for March 15 through March 31. Vision uses the reporting period and your selection in View By to determine the number of period columns to display on the report. 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. If you set the View By option to Accounting Period, the report only displays data in the period columns for which accounting periods have been set up in the Accounting Calendar form (Configuration > Planning > Accounting Calendar). If no accounting periods have been set up, the option to view by accounting period is not available.
Period Settings: Exclude Non-working Days when Day Selected	If you select Day in View By, select this option if you do not want to display reporting period columns for the non-work days specified in the active company's calendar on the Holiday Configuration form (Configuration > General > Holiday Calendar). The primary purpose of this option is to reserve space on the report for work days.
Resources on Report	Select one or both of the following options: Employees — Select this option to include employees (named resources). To include only selected employees, click in the Selection column for the report in the Reports grid, and select those employees in the Employee Lookup dialog box. Labor Category Generic Resources — If you have set up labor categories and assigned labor categories as generic resources on plans, select this option to include generic resources with planned hours for the reporting period. To include only selected generic resources, click in the Labor Category Generic Resources field and select those resources.
Generic Resources	Select this option to include generic resources. To include only certain generic resources, click and select those generic resources on the Lookup dialog box.
Print Option Selections on Final Page	Select this option to include a list of the options used to generate the report. The options are grouped by the tab in the Options dialog box on which they are located. This list displays on the last page of the report.
Apply Employee Utilization/Schedule Color Styles	Select this option to use color to display data in employee rows. If you also select Print Option Selections on Final Page, the options page displays a legend that provides the meaning of each color. If you select this option, the Alternate detail background color option on the Layout tab is disabled.
Apply Resource Assignment Booking Color Styles	Select this option to use color to indicate resource assignment booking status in plan rows. This option is available only if the Use Soft and Hard Booking for Employee's Planned Hours option is selected on the Resource Management Settings form. If you also select Print Option Selections on Final Page, the options page displays a legend that provides the meaning of each color. If you select this option, the Alternate detail background color option on the Layout tab is disabled.
Report Using	Select one of the following settings: Data and Graph > — The report includes data columns and a graph. Data Only > — The report includes data columns only. The Graph tab is not available. Graph Only > — The report includes the graph only.
Show On Plan Level Rows	Select one or both of the following options: Hard Booked Hours > — Hours columns include hard booked hours in plan rows. Soft Booked Hours > — Hours columns include soft booked hours in plan rows. This option is available only if the Use Soft and Hard Booking for Employee's Planned Hours option is selected on the Resource Management Settings form.