Resource Utilization Calculations

Utilization is defined as the number of utilized hours in a period divided by the number of capacity hours in the same period. Utilized time is the total number of hours during a specified period of time that an employee plans to work (or has worked) on an activity that the organization includes in its utilization analysis. You can configure the type of project time—such as billable, nonbillable, and internal—and the type of personal (policy) time—such as training, vacation, and administration—and include this information in the definition of utilized time. You can also configure the system to use pending forecasts, include external resources, and include specific job codes when performing the calculations.

Control over the definition of utilized hours enables you to adapt to changing business requirements.

The capacity of a resource is defined as the employee's standard work hours minus company holiday hours. The Services Forecasting feature determines capacity at a calendar-week level, where a week is defined as Sunday through Saturday. For example, the calculation for a resource's capacity for a given week is:

(8 hours [length of resource's standard work day] × 4 days [resource's standard work days in a week]) − (8 hours [length of resource's standard work day] × 0 holidays [standard company holidays for the week]) = 32 hours (capacity for a one week period)

Capacity is calculated for resources who are active during the reporting period.