Utilization Analytics Calculation Reference

The Utilization Analytics job calculates hours from assignments, timecards, and held and unheld resource requests to populate the Utilization Results fields.

Assignments

Based on one of the following checkboxes selected on a valid Assignment record, the hours from the Schedule and Schedule Exception fields linked to the Assignment record are used to populate the Utilization Results fields in the following order of priority. For more information, on valid criteria for assignments, see Criteria for a Valid Assignment.

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

Note: If Exclude from Utilization checkbox is selected, the assignments will not be included in the Utilization Results.

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.

Criteria for a Valid Assignment

The following criteria is considered for including assignments to the utilization results:

• The end date is after the Utilization Run start date.
• The start date is before the Utilization Run end date.
• The Exclude From Utilization checkbox is deselected.

Resource Request

Based on one of the following checkboxes selected in a valid Resource Request record, the requested hours from the Resource Request object are added in the following order of priority to the Utilization Results fields. For more information, on valid criteria for resource requests, see Criteria for a Valid Resource Request.

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

Note:  

• If Exclude from Utilization checkbox is selected, the resource requests will not be included in the Utilization Results.

• The held resource request hours are fetched from the Schedule specified in the Resource Request Preferred Schedule field.
• The unheld resource request hours are calculated by dividing the Requested Hours by the length of resource request in days using the Start Date and End Date fields.

Criteria for a Valid Resource Request

The following criteria is considered for including resource requests to the utilization results:

• The end date is after the Utilization Run start date.
• The start date is before the Utilization Run end date.
• The assignment is not specified.
• The Resource Held checkbox is selected for Held Resource Request and is not selected for Unheld Resource Request.
• The Preferred Schedule is specified.
• The Exclude From Utilization checkbox is deselected.

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

Based on one of the following checkboxes selected in a valid timecard record, the hours from the timecard record are added in the following order of priority to the Utilization Results fields. For more information, on valid criteria for timecards, see Criteria for a Valid Timecard.

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

Note: If Exclude from Utilization checkbox is selected, the timecards will not be included in the Utilization Results.

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.

Criteria for a Valid Timecard

The following criteria are considered for including timecards to the utilization results:

• The end date is after the Utilization Run start date.
• The start date is before the Utilization Run end date.
• The status is one of the statuses specified in the Utilization Setup configuration.
• Exclude From Utilization checkbox is deselected.

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 Billable and Time Credited, the billable option takes precedence for the hours included in the Utilization result fields.