Utilization Calculation Fields

Calculating utilization on an RPG Closed Abbreviation of region, practice, group. or resource creates a parent utilization calculation record together with one or more child utilization detail records. If your administrator has configured PSA to calculate a summary of capacity demand by role, child utilization summary records are also created.

Utilization Calculation

Here is a description of the fields on the Utilization Calculation object.

Key: C – Displayed depending on the options your administrator has set.

Field		Description
Calculate Historical Utilization		Indicates whether utilization was calculated using historical timecard A mechanism for logging time against a project or an assignment. records.
Calculate Scheduled Utilization		Indicates whether forward-looking utilization was calculated using assignment Connection between a resource and a project. records.
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 RPG Abbreviation of region, practice, group., resource A contact that works on a project. and time period 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.
Deleted Date		Indicates the date PSA attempted to delete the parent utilization calculation record when performing a utilization calculation and when Delete Prior Calculation is selected. This field is only populated on the parent record when the number of Utilization Detail or Utilization Summary child records exceed the cut-off point. The parent record is not deleted. You can manually delete the parent record at a time in the future.
Error Details		Errors that occurred during the calculation.
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.
Historical Utilization Cut-Off Date		When historical utilization calculations stopped for this utilization calculation. Typically, this is the last day of the week that all timecards were entered.
Historical Utilization Start/End Dates		Start and end dates used to calculate historical utilization.
Include Sublevels		Indicates whether the calculation applies to all sublevels of the selected 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./group 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.
Include Sublevels in Subtotals	C	Indicates whether the Subtotal fields are to include all sub levels of the selected region, practice or group.
Is Report Master		Indicates whether the utilization calculation is the master calculation for the combination of RPG Abbreviation of region, practice, group., resource A contact that works on a project. and time period 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..
Owner		The user who generated the utilization calculation.
Region/Practice/Group/Resource		The Region/Practice/Group/Resource to which the utilization calculation relates.
Scheduled Utilization Start/End Dates		Start and end dates used to calculate scheduled utilization.
Status		Status of the calculation.
Subtotal by Group	C	The group on which to subtotal the utilization calculation.
Subtotal by Practice	C	The practice on which to subtotal the utilization calculation.
Subtotal by Region	C	The region on which to subtotal the utilization calculation.
Time Period		Time period to calculate the utilization for.
Time Period Types		The time period types to calculate the 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
Utilization Calculation Name		Name of the utilization calculation.

Utilization Summary

Here is a description of the fields on the Utilization Summary object.

Key: R – Read-only

Field		Description
Actual Credited Hours		Number of time credited hours.
Actual Non-Billable Hours		Number of non-billable hours.
Actual Billable Hours		Number of billable hours.
Actual Excluded Hours		Number of time excluded hours.
Assigned Billable Hours		Number of billable hours calculated from assignments.
Assigned Non-Billable Hours		Number of non-billable hours calculated from assignments.
Assigned Credited Hours		Number of time credited hours calculated from assignments.
Assigned Excluded Hours		Number of time excluded hours calculated from assignments.
Calendar Hours		The number of working hours for the resource role over the duration of the scheduled utilization period calculated. Represents the total supply of hours, or capacity, of the resource role.
Held Hours		Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Held Hours Opp Pct Weighted		The number of hours from held resource requests A resource request with a status of “held” and a schedule. The Resource field is populated., weighted by the Probability % field on the associated Opportunity.
Region/Practice/Group		The region, practice or group to which the summary relates.
Remaining Capacity	R	Formula field that shows remaining capacity for the resource role once all hours from assignments and resource requests are accounted for. Based on (Calendar Hours - Assigned Hours - Held Resource Request Hours - Unheld Resource Request Hours) / Calendar Hours.
Resource Role		The resource role for which capacity demand into the future is summarized.
Target Hours		Target hours to be worked during the time period. Represents the expected output of the resource role.
Time Period		Time period used in the calculation.
Total Hours	R	Formula field that shows total capacity demand for the resource role, based on Assigned Billable Hours + Assigned Excluded Hours + Assigned Credited Hours + Assigned Non Billable Hours + Held Hours + Unheld Hours. The value of this field is not affected by the likelihood of closing a parent Opportunity.
Total Hours Opp Pct Weighted	R	Formula field that shows total capacity demand for the resource role, weighted by the probability of closing the associated Opportunity. Based on Assigned Billable Hours + Assigned Excluded Hours + Assigned Credited Hours + Assigned Non Billable Hours + Held Hours Opp Pct Weighted + Unheld Hours Opp Pct Weighted.
Type		The permutation of region and practice used in the calculation.
Unheld Hours		Number of hours from unheld resource requests (where the Resource lookup field does not contain a value and the Resource Held checkbox is deselected). Represents a portion of total capacity demand for the resource role within the parameters of the summary.
Unheld Hours Opp Pct Weighted		The number of hours from unheld resource requests, weighted by the Probability (%) field on the associated Opportunity.
Utilization Calculation	R	Name of the utilization calculation.
Utilization Summary Name	R	System generated unique identifier.

Utilization Calculation Detail

Here is a description of the fields on the Utilization Calculation Detail object.

Field	Description
Region/Practice/Group/Resource	The Region/Practice/Group/Resource to which the calculation relates.
Time Period	Time period used in the calculation.
Time Period Type	Time period type used in the calculation.
Total Utilization	Scheduled and historical utilization for the calculation detail record, calculated using the formula: (Scheduled Billable Hours + Historical Billable Hours + Scheduled Credited Hours + Historical Credited Hours) / (Scheduled Calendar Hours + Historical Calendar Hours - Scheduled Excluded Hours - Historical Excluded Hours)
Total Utilization (Billable Only)	Total Utilization minus Scheduled Credited Hours and Historical Credited Hours. Calculated using the formula: (Scheduled Billable Hours + Historical Billable Hours) / (Scheduled Calendar Hours + Historical Calendar Hours - Scheduled Excluded Hours - Historical Excluded Hours)
Utilization Calculation	Name of the parent utilization calculation to which the detail record relates.
Utilization Detail Id	Unique ID of the utilization calculation detail record.
Utilization Target	Calculated using the formula: Utilization Target Hours / ( Historical Calendar Hours + Scheduled Calendar Hours)
Utilization Target Attainment	Utilization achieved, calculated using this formula: Total Utilization / Utilization Target
Utilization Target Hours	The scheduled and historical target utilization hours.

Historical

This section contains utilization numbers calculated from events that occurred in the past, such as billable hours recorded on timecards.

Field	Description
Historical Billable Hours	Billable hours calculated from timecards.
Historical Calendar Hours	The number of working hours for the historical utilization period calculated. For instance, if you calculate the historical utilization for the month of December on 2nd December, the Historical Utilization Calendar Hours will be 24 if the time period starts on the last day of November and the working calendar is 8 hours per day.
Historical Credited Hours	Number of historical hours to count towards the numerator of the utilization calculation.
Historical Excluded Hours	Hours on timecards where the project has the Time Excluded checkbox selected.
Historical Non Billable Hours	Number of non billable hours calculated from timecards before the Historical Utilization Cut-Off Date.
Historical Scheduled Billable Hours	Billable hours calculated from assignments that were scheduled as part of an assignment before the Historical Utilization Cut-Off Date.
Historical Scheduled Credited Hours	Number of scheduled hours before the Historical Utilization Cut-Off Date that count towards the numerator of the utilization calculation.
Historical Scheduled Excluded Hours	Hours on future assignments that occur before the Historical Utilization Cut-Off Date where the project has the Time Excluded checkbox selected.
Historical Scheduled Held Hours	Number of historical hours from held resource requests the occur before the Historical Utilization Cut-Off Date where the Resource lookup field contains a value and the Held checkbox is selected.
Historical Scheduled Non Billable Hours	Non-billable hours from assignments that are not credited or excluded, which occur before the Historical Utilization Cut-Off Date.
Historical Utilization	Calculated using the formula: (Historical Billable Hours + Historical Credited Hours) / (Historical Calendar Hours - Historical Excluded Hours)
Historical Utilization (Billable Only)	Historical Utilization without historical credited hours. Calculated using the formula: (Historical Billable Hours ) / (Historical Calendar Hours - Historical Excluded Hours)
Historical Utilization Start/End Dates	Start and end dates used to calculate historical utilization.
Historical Utilization Target	Percentage utilization target during the selected time period. The formula for this field is: Historical Utilization Target Hours / Historical Utilization Calendar Hours.
Historical Utilization Target Attainment	Percentage of the historical utilization target achieved. The formula used to calculate the value in this field is: Historical Utilization / Historical Utilization Target.
Historical Utilization Target Hours	Target hours to be worked during the time period. This does not include hours in the future.

Scheduled

This section contains projected utilization numbers calculated from events that are scheduled to occur in the future such as billable hours in an assignment.

Key: A – Only available if the PSA Reporting Expansion Pack package is installed.

Field		Description
Month	A	Formula field used in PSA reports that shows the Scheduled End Date.
Remaining Capacity Hours	A	Formula field used in PSA reports that shows remaining capacity based on Scheduled Calendar Hours minus Total Scheduled Hours.
Scheduled Billable Hours		Billable hours calculated from assignments.
Scheduled Calendar Hours		The number of working hours for the scheduled utilization period calculated.
Scheduled Credited Hours		Number of scheduled hours to count towards the numerator of the utilization calculation.
Scheduled Excluded Hours		Hours on future assignments where the project has the Time Excluded checkbox selected.
Scheduled Held Hours		Number of hours from held resource requests where the Resource lookup field contains a value and the Resource Held checkbox is selected.
Scheduled Non-Billable Hours		Non-billable hours from assignments that are not credited or excluded.
Scheduled Start/End Dates		Start and end dates used to calculate scheduled utilization.
Scheduled Utilization		Calculated using the formula: (Scheduled Billable Hours + Scheduled Credited Hours) / (Scheduled Calendar Hours - Scheduled Excluded Hours).
Scheduled Utilization (Billable Only)		Scheduled utilization minus scheduled credited hours. Calculated using the formula: (Scheduled Billable Hours ) / (Scheduled Calendar Hours - Scheduled Excluded Hours).
Scheduled Utilization Target		Percentage scheduled utilization target for the resource during the selected time period. The formula for this field is: Scheduled Utilization Target Hours / Scheduled Calendar Hours.
Scheduled Utilization Target Attainment		Percentage of the scheduled utilization target achieved. The formula used to calculate the value in this field is: Scheduled Utilization / Scheduled Utilization Target.
Scheduled Utilization Target Hours		Target hours to be worked during the scheduled time period. This does not include hours in the past.
Total Scheduled Hours	A	Formula field used in PSA reports that shows the sum of all total scheduled hours including those that are billable, non-billable, credited and excluded.