The Resource Sample - Utilization and Realization performance dashboard enables you to monitor actual labor utilization and realization, compare actual labor utilization to planned utilization, and review planned utilization for future time periods.
Utilization and Realization Chart
The Utilization and Realization chart displays the following for each calendar year:
- A bar for actual utilization rate (Direct hours / Standard hours)
- A bar for actual realization rate (Labor realization hours / Standard hours)
- A data point for the planned utilization rate
The chart only displays values for
Standard Planned Billable Utilization if you have the Planning module.
| Characteristic
|
Description
|
| Chart Type
|
Bar chart
|
| Measures
|
Direct Over Standard Hours
Labor Realization Over Standard Hours
Standard Planned Billable Utilization
|
| Drill Down
|
From calendar year to quarter to month
|
Automatic Filter
Vision automatically filters the data to only include data for the top-level organization to which the current Vision user is assigned in the Employee Info Center. ("Top-level organization" is an organization at the highest organization level selected as a filter option in Vision Performance Management configuration.) If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all organizations.
Filter Options
You can filter the data for this performance dashboard based on any or all of the following:
- One organization level or no organization level filter (depending on Vision Performance Management configuration)
- Employee
- Employee labor category
- Employee status
- Transaction year (Default: most recent three years)