Prerequisites

Before you can generate a resource utilization interactive report with meaningful results, resources or their supervisors must:

• Ensure that resources have values for the Department (DEPTID), Job Code (JOBCODE), Location (LOCATION), Standard Hours (STD_HRS) and Standard Work Period (STD_HRS_FREQUENCY) fields in the Job record (JOB).

• Submit forecasts using the Forecast Time - Summary page or the Review Forecasted Time page in the Employee Self-Service folder and Manager Self-Service folder.

• Submit actual hours worked using the PeopleSoft Expenses self-service pages for time reports.

  Note:

  You must use PeopleSoft Expenses to capture actual time for the Actual to Forecast Utilization interactive report. However, you can capture forecasts for the Forecast Utilization interactive report using PeopleSoft Program Management.

Before you can compare forecast utilization with capacity and actual utilization, administrators must:

• Configure a PeopleSoft Analytic Calculation Engine server.

  See PeopleTools: Analytic Calculation Engine, “Managing Analytic Servers”, Configuring and Starting Analytic Servers.

• Run the utilization and capacity engines for the period of time covering the actual time and forecasted time submissions so that utilized hours and capacity hours are calculated and available for use by PeopleSoft Analytic Calculation Engine.