Analyzing Resource Utilization Interactive Reports
You can analyze data by the following dimensions: HR business unit, department, location, job code, and employee.
To create a different view and have PeopleSoft Analytic Calculation Engine recalculate the data, simply drag and drop dimensions onto different parts of the page. You can expand, collapse, and filter the data elements.
Note: Utilization interactive reports always calculate utilized hours, capacity, and utilization percentages for full calendar weeks. For example, if you request a start date on Wednesday and an end date of the following Wednesday, the interactive report includes the capacity and utilized hours for the two full calendar weeks in which the start and end dates appear.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Forecast Analysis Page |
PGM_FCAST_UTIL |
Analyze actual to forecast utilization. See Analyzing Actual to Forecast Utilization Example and Analyzing Forecast Utilization Example. |
Use the Forecast Analysis page to analyze actual to forecast utilization
Navigation:
Select the Organization tab on the Utilization Parameters - Business Units page.
Select Actual to Forecast Utilization on the Utilization Parameters - Organization page.
These are two examples of report views:
This example illustrates the fields and controls on the Example of Actual to Forecast Utilization interactive report by business unit, department, and employee. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Example of Actual to Forecast Utilization interactive report by department and job code showing list of job code options. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Forecast Utilization (%) Forecast Utilization Percentage |
The percentage of the capacity hours that are forecasted as utilized for the given time period and specified parameters. The value is the result of dividing the total forecast utilized hours by the capacity hours. |
Actual Utilization (%) Actual Utilization Percentage |
The percentage of actual resource hours that were used compared to resource capacity for the given time period and specified parameters. The value is based on dividing the total actual utilized hours by the capacity hours. |
Total Forecast Hours |
The total number of forecasted utilized hours for the given time period and specified parameters. The value is the sum of the forecasted utilized project hours and the forecasted utilized personal hours. |
Total Actual Hours |
The total number of hours that were actually used for the given time period and specified parameters. The value is the sum of the actual utilized project hours and the actual utilized personal hours. |
Forecast Less Actual Hours |
The difference between the forecasted utilized hours and the hours that were actually utilized for the given time period and specified parameters. The value is based on subtracting the total actual utilized hours from the total forecast utilized hours. |
Capacity Hours |
The total number of standard resource hours available to engage in an activity that is considered utilized for the given time period and specified parameters. |
Forecast Project Hours |
The total number of forecasted project hours to be worked and considered as utilized for the given time period and specified parameters. |
Actual Project Hours |
The total number of project hours actually worked and treated as utilized for the given time period and specified parameters. |
Forecast Policy Hours |
The total number of forecasted personal hours that are considered utilized for the given time period and specified parameters. |
Actual Policy Hours |
The total number of personal hours actually worked and treated as utilized for the given time period and specified parameters. |
Use the Forecast Analysis page to analyze actual to forecast utilization
Navigation:
Select the Organization Units tab on the Utilization Parameters - Business Units page.
Select Actual to Forecast Utilization on the Utilization Parameters - Organization Units page.
These are two examples of report views:
This example illustrates the fields and controls on the Example of Forecast Utilization interactive report by location and department. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Example of Forecast Utilization interactive report by location and job code, showing list of employees. You can find definitions for the fields and controls later on this page.
