Utilization Settings

Utilization functionality is controlled using these fields in the Utilization custom settings.

Note: These settings are applicable only for Utilization Calculation and Utilization Engine functionality.

Key: CP - select to enable capacity planning by role when calculating scheduled utilization.

Setting		Description	Default
Assignment Batch Size		The number of assignment records to process in a single batch when calculating utilization. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
Batch Deletion Cut-Off Point		Applies a cut-off threshold for the amount of child utilization calculation records to remove when Delete Prior Calculation is selected for a utilization calculation. If the previous utilization calculation's child records exceed the number set for the cut-off, the utilization calculation is performed, and the child records such as detail and summary records, are deleted by batch deletion. However, if the amount of utilization calculation child records for the previous calculation does not exceed the cut-off point set, cascading deletion is used, and both the utilization calculation and the calculation's child records are deleted.	99000
Calculate Cross Products		Indicates whether utilization can be calculated using a combination of region A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. practice A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. and group A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. such as region by practice or group by region. For instance, you can select this option if you want to calculate utilization for the US region for the Salesforce practice.	False
Calculate Held Resource Request Time	CP	Indicates whether utilization will be calculated on the amount of scheduled time for held (unassigned) resource requests.	False
Calculate Summary By Role	CP	Indicates whether or not PSA creates utilization summary records (used for capacity planning) when calculating scheduled utilization. Tip: Select Calculate Summary By Role if you want PSA to calculate, over a future period, capacity demand for individual resource roles.	False
Calculate Unheld Resource Request Time	CP	Indicates whether utilization will be calculated on the number of requested hours for unheld resource requests. Tip: Select Calculate Unheld Resource Request Time if you want PSA to calculate, over a future period, capacity demand for individual resource roles.	False
Custom Filters for Unheld RR Utilization		Controls the fields on the Resource Request object to include for utilization calculations of unheld resource requests. This setting accepts field values in SOQL queries. You can add custom Resource Request fields as valid values to this setting. For example, Staffer_Approval_Required__c = true AND Update_Related_Resource_Requests__c = true AND Custom_Approval__c = true. If not defined, unheld resource request utilization calculations use default criteria.	Null
Default Opportunity Probability		If resource requests, on the RPG Abbreviation of region, practice, group. or resource for which utilization will be calculated, are not linked to an opportunity record, determines a default percentage value for the probability of closing the opportunity. This value is used to calculate the weighted hours fields on utilization summary records.	Null
Deletion Batch Size		Sets the maximum number of utilization calculation records to process per batch.	10
Deletion Child Record Batch Size		Sets the maximum number of utilization detail and summary records to process per batch.	9000
Historical UTE Work Cal End Day		When true, historical utilization uses the start day based on the work calendar instead of the user's locale.	False
Minimum Opportunity Probability		Indicates a minimum percentage value below which the Probability (%) field on the associated opportunity will not be considered when calculating utilization summary records.	Null
Resource Batch Size		The number of resources to be processed in a single batch when a user calculates utilization for a resource A contact that works on a project.. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
Resource Request Batch Size		Determines how many unheld resource requests to process at once. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	20
Target Utilization Approach		Controls the way in which Professional Services Automation calculates the target hours for a resource. Set the value to one of the following: LAST – only the utilization target at the end date of any time period is used for the utilization detail result for that period, multiplying it with the calendar hours. WEIGHTED – (default) between each resource change, the effective target utilization for each segment between resource change is multiplied with the calendar hours for that segment, and the resulting subtotals from each segment are summed (across both Historical and Scheduled periods) to arrive at Utilization Target Hours.	WEIGHTED
Timecard Batch Size		The number of timecard records to process in a single batch when calculating utilization. If your organization encounters platform limits running utilization calculations on a large number of records, adjust the setting to a smaller number.	100
Timecard Statuses		A comma delimited list of timecard status values that are used to determine which timecards to use in utilization calculations.	Submitted, Approved
Uncheck Master Based On Type/Parent		Indicates whether the Is Report Master checkbox is deselected based on the type and parent object or based on the Utilization Calculation Name. The Is Report Master checkbox indicates whether a utilization calculation record is the master calculation for the combination of Region/Practice/Group/Resource and Time Period.	False
Use Last Date on Resource		When true, utilization details do not calculate beyond the Last Date on the resource.	False
Use Utilization Engine		When true, uses the Utilization Engine for real-time utilization. If set to true, the following are displayed on the Mass Assign Resources To Project (MARP) and Assign Resource pages: Start Date and End Date fields in the Filter Options section. % Availability column in the Select Resources section. If set to false: On the MARP page, the Start Date and End Date fields and % Availability column are not displayed. On the Assign Resource page, the Start Date and End Date fields are displayed but the % Availability column is not. For more information on filtering and selecting resources for assignment, see Assigning Multiple Resources to Projects.	False
Utilization Engine Batch Size		The number of real-time utilization batch calculations to be processed in a single batch.	25
Utilization Engine Start Range		Defines the number of days prior to the current date to calculate real time utilization data. Set to 0 to start calculation from the current date.	50

These options in the Utilization configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. also control Utilization functionality.

Setting	Description
subtract-holidays-from-total-hours	Indicates whether total time period hours have work calendar A calendar that defines the working days, hours and public holidays for a resource, region, practice or group. holiday hours subtracted for Utilization calculations.
use-resource-start-date	Indicates whether a resource's first day of employment limits the total hour calculation for the time period.
use-resource-last-date	Indicates whether a resource's last day of employment limits the total hour calculation for the time period.