How Resource Actual Utilization Is Calculated
Resource actual utilization is the percentage of hours worked or projected to be worked compared to available hours. The Update Resource Utilization Data process calculates actual utilization for individual resources and resource pools.
Run the Update Resource Utilization Data process often enough to account for:
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New resources or assignments
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Changes to resource pool membership dates
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Changes to resource calendars
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Updated actual hours
Settings That Affect Resource Actual Utilization
The following factors affect Resource Actual Utilization.
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Ensure that the most recent resource actual hours were imported into the application before you run the Update Resource Utilization Data process. The process for importing actual hours differs depending on whether you import actual hours from Project Costing or from another source using a spreadsheet.
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During import processing you indicate which actual hours are eligible to be included in utilization calculations for the resource. Eligible actual hours can include time spent on project assignments, or nonproject events such as training and paid time off.
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The application determines the current quarter by the Utilization Data Updated date shown on the Resource Manager dashboard, which is the last date that the Update Resource Utilization Data process ran.
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A resource's available hours are based on the resource calendar. An example of a resource calendar is Monday through Friday, 8 hours a day. If your administrator has set up to exclude the non-work hours, the application subtracts the paid time off or absence hours when determining a resource's available hours.
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The number of hours that a resource is assigned to work on project assignments includes assignments that are in a status of Confirmed, Reserved, or Pending Adjustment.
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The Update Resource Utilization Data process calculates actual utilization for all resources who are current members of a resource pool except for the Inactive Resource Pool Memberships pool.
How Resource Actual Utilization Is Calculated
The Update Resource Utilization Data process calculates actual utilization using actual hours that are designated as eligible for utilization.
For the current quarter, the calculation first uses actual hours worked through the day before the Utilization Data Updated date shown on the Resource Manager dashboard. For the remainder of the quarter, the process uses the hours that resources are projected to work on project assignments.
For previous quarters, resource actual utilization is the percentage of actual hours worked compared to the available hours.