Utilization Analytics Calculation Reference

The Utilization Analytics job calculates hours from assignments, timecards, held and unheld resource requests to populate the Utilization Results fields for each resource each day. If all the Utilization Results fields result in zero for a day for a resource, Utilization Results records for that day is not created.

Assignments

If you select the applicable checkboxes in the Assignment object then the hours from the Assignment object are added in order of priority to the Utilization Results fields. For more information, see Example.

Source Object	Priority Order	Checkbox	Utilization Results Field
Assignment	1	Exclude from Utilization	Utilization Excluded Assignment Hours
	2	Billable	Billable Assignment Hours
	3	Time Credited	Credited Assignment Hours
	4	Time Excluded	Time Excluded Assignment Hours
	5		Non Billable Timecard Hours

If none of the checkboxes are selected, the hours are added to the Non Billable Timecard Hours. For more information about Assignments, see Assignment Fields. For more information about Utilization Result fields, see Utilization Result Fields.

Resource Request

If you select the applicable checkboxes in the Resource Request object then the hours from the Resource Request object are added in order of priority to the Utilization Results fields. For more information, see Example.

Source Object	Priority Order	Checkbox	Utilization Results Field
Resource Request	1	Exclude from Utilization	Utilization Excluded Held RR Hours
	2		Held Resource Request Hours
	1	Exclude from Utilization	Utilization Excluded Unheld RR Hours
	2		Unheld Resource Request Hours

Note:  

• The held resource request hours are fetched from the Schedule specified in the Resource Request Preferred Schedule field.
• If Exclude from Utilization checkbox is not selected for Held Resource Requests then the hours are included in the Held Resource Request Hours Utilization Results field.
• The unheld resource request hours are calculated by dividing the Requested Hours by the length of resource request in days using Start Date and End Date fields. If Exclude from Utilization checkbox is deselected for Unheld Resource Requests then the hours are included in the Unheld Resource Request Hours Utilization Results field.

Unheld Resource Request Calculations for Weighted and Unweighted Threshold Values

To calculate the Unheld Resource Request threshold value hours (weighted and unweighted), the Calculate Hours for Threshold Values field from the utilization setup record needs to be checked. The Opportunity Probability field is then used to determine which field the hours are allocated to. The populating criteria is considered in this order:

The Hours at Threshold Value x and Weighted Hours at Threshold Value x fields are populated only when the percentage in the Opportunity Probability field is greater than or equal to the Threshold Value x field, where “x” refers to 1-6. This criteria is checked for all Hours at Threshold Value and Weighted Hours at Threshold Value fields.

For example:

If the value at Threshold Value 1 field is set to 30% and the value in the Opportunity Probability field is set to 40%, the opportunity probability percentage is greater than the Threshold Value 1 field. So, the Hours at Threshold Value 1 and Weighted Hours at Threshold Value 1 fields are populated.

If the value at Threshold Value 1 field is set to 50% and the value in the Opportunity Probability field is set to 40%, the opportunity probability percentage is less than the Threshold Value 1 field. So, the Hours at Threshold Value 1 and Weighted Hours at Threshold Value 1 fields are not populated.

The weighted hours are calculated using the Opportunity Probability field. The formula for calculating weighted hours is:

Hours Per Day * Unheld Resource Request Opportunity Probability / 100

For more information about Resource Requests, see Resource Request Fields. For more information about Utilization Result fields, see Utilization Result Fields.

Timecard

If you select the applicable checkboxes in the timecard object then the hours from the timecard object are added in order of priority to the Utilization Results fields. For more information, see Example.

Source Object	Precedence Order	Checkbox	Utilization Results Field
Timecard Header	1	Exclude From Utilization	Utilization Excluded Timecard Hours
	2	Billable	Billable Timecard Hours
	3	Time Credited	Credited Timecard Hours
	4	Time Excluded	Time Excluded Timecard Hours
	5		Non Billable Timecard Hours

If none of the checkboxes are selected, the hours are added to the Non Billable Timecard Hours. For more information about Timecards, see Timecard Fields. For more information about Utilization Result fields, see Utilization Result Fields.

Work Calendar

If you select the applicable checkbox in the Work Calendar object then the hours from the work calendar object are added to the applicable field in the Utilization Results field. For more information, see Example.

Source Object	Precedence Order	Checkbox	Utilization Results Field
Work Calendar	1		Calendar Hours

If no checkbox is selected, the hours are added to the Calendar Hours Utilization Result field. For more information about Work Calendars, see Work Calendar Fields. For more information about Utilization Result fields, see Utilization Result Fields.

Example

If you have a Timecard that is marked as Exclude from Utilization and Time Credited, the Exclude from Utilization option takes precedence for the hours included in the Utilization result fields. In this case, the hours will be included in the Utilization Excluded Assignment Hours Utilization Results field.