Utilization Calculator Fields

Here is a description of the fields and buttons on the Utilization Calculator page.

Note: The calculations described below correspond to Utilization Calculation (legacy) object.

Information

The Information section enables you to enter a name for the utilization calculation. You can also customize the type and the time periods to calculate utilization.

Key: * – Mandatory field

Field   Description
Delete Prior Calculation   Indicates whether the previous calculations and details are deleted when utilization is calculated. Whether the calculation is deleted also depends on the combination of RPGClosed Abbreviation of region, practice, group., resourceClosed A contact that works on a project. and time periodClosed A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong., or the time period parent combination. This option is applicable when the current utilization calculation is the master and has the same effect as clearing the Is Report Master checkbox.
Historical Utilization Cut-Off Date   Defines when historical utilization calculations are to stop. The default value is Last Week, which sets the cut-off date as the last day of the previous week. Historical utilization is often calculated up to the last day of the most recent week for which all timecards were entered.
Include Sublevels   Indicates whether the calculation applies to all sublevels of the selected regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects.. When utilization is calculated on a resource, this field is ignored.
Is Report Master   Indicates whether the utilization calculation is to be the master calculation for the combination of regionClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupClosed A level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., resourceClosed A contact that works on a project. and time periodClosed A period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong.. This helps separate the scheduled utilization calculation from immediate calculations that users generate. When the checkbox is selected and the time period is set, utilization fields on the appropriate region, practice, group, and resource records are updated if the time period matches the current time period value on those records.
Name * Name for the utilization calculation.

Region

Practice
Group
Resource

   The region, practice or group, or the resource, on which the utilization calculation will be run.
Time Period Types   The time period types to calculate utilization for.
Type   The type of utilization calculation to generate. The Type selected determines the values automatically populated in the start and end date fields described in Historical Utilization and Scheduled Utilization. You can choose the following type depending on the options your administrator has set:
  • Last Week
  • Current Week and Last Week
  • Week to Date
  • Week Forecast
  • Current Week and Next Week
  • Last, Current and Next Week
  • Next Week
  • Last Month
  • Current Month and Last Month
  • Month to Date
  • Month Forecast
  • Current Month and Next Month
  • Last, Current and Next Month
  • Next Month
  • Last Quarter
  • Current Quarter and Last Quarter
  • Quarter to Date
  • Quarter Forecast
  • Current Quarter and Next Quarter
  • Last, Current and Next Quarter
  • Next Quarter
  • Last Year
  • Current Year and Last Year
  • Year to Date
  • Year Forecast
  • Current Year and Next Year
  • Last, Current and Next Year
  • Next Year
Use Last Date on Resource   When selected, utilization is not calculated after the recourse's final date of employment.

Summary By Role

The Summary By Role section:

Field     Description
Default Opportunity Probability     Where resource requests on the RPG on which the utilization calculation is run do not have a value for Probability (%) on the linked opportunity, defines the default percentage value to use to weight held and unheld hours. The default value is 100.
Excluded Roles     Multi-select picklist that enables you to select the roles that do not require utilization summary records to be created when calculating utilization.
Minimum Opportunity Probability     For resource requests with a Probability (%) value on the linked opportunity, and included in a utilization calculation on an RPG, determines the threshold to consider opportunities when calculating capacity demand by role. Opportunities with a value in the Probability (%) field equal to or greater than the Minimum Opportunity Probability threshold value are included. Opportunities below the minimum threshold value are excluded. The default value is 0.

Compute Sub-Totals

The Compute Subtotals section enables you to calculate sub-totals by regions, practices, or groups. This section is displayed depending on the configuration options that your administrator has set.

Key: 1 – You can only choose a value in one of these fields.

Field   Description
Subtotal by Group 1 The group on which to subtotal the utilization calculation. This field is not displayed when calculating utilization on a group.
Subtotal by Region 1 The region on which to subtotal the utilization calculation. This field is not displayed when calculating utilization on a region.
Subtotal by Practice 1 The practice on which to subtotal the utilization calculation. This field is not displayed when calculating utilization on a practice.
Include Sublevels in Subtotals   Indicates whether the Subtotal fields are to include all sub levels of the selected region, practice or group.

Historical Utilization

The Historical Utilization section enables you to customize the start and end dates to include historical utilization in the calculation.

Field     Description
Calculate Historical Utilization     Indicates whether the utilization calculation includes historical utilization from submitted and approved timecardClosed A mechanism for logging time against a project or an assignment. records.
Historical Utilization Start Date *   The date on which to start including historical utilization in the calculation.
Historical Utilization End Date *   The date on which to stop including historical utilization in the calculation. This field updates automatically based on Type.

Scheduled Utilization

The Scheduled Utilization section enables you to customize the start and end dates to include scheduled utilization in the calculation.

Field     Description
Calculate Scheduled Utilization     Indicates whether the calculation includes future utilization from scheduled assignments.
Scheduled Utilization Start Date     The date on which to start including scheduled utilization in the calculation. This field is only active when Calculate Scheduled Utilization is selected.
Scheduled Utilization End Date     The date on which to stop including scheduled utilization in the calculation. This field is only active when Calculate Scheduled Utilization is selected.

Schedule

Field  
Schedule Frequency

The frequency on which to schedule utilization calculations.

Schedule recurring weekly or monthly batch jobs.

Frequency

Recurring Schedule Options
Weekly Select one or more days of the week and update the start time.
Monthly Select one of the following Monthly Method combination options and update the start time:
  • Last Day of Month
  • Date and Day of the Month
  • Day of the Month and Day of the Week
  • Days Before Month End and Number of Days
Schedule Start Time The time of day on which to schedule utilization calculations.

Buttons

Button Description
Calculate Generates a utilization calculation immediately using the selected options.
Calculate Utilization Opens the Utilization Calculator window to create a utilization calculation record using the selected options.
Schedule Schedules utilization calculations using the selected options.