Utilization Settings

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

Setting	Description
Resource Batch Size	The number of resources to be processed in a single batch when a user calculates utilization for a resource.
Target Utilization Approach	Controls the way in which FinancialForce 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.
Timecard Statuses	A comma delimited list of timecard status values that are used to determine which timecards to use in utilization calculations.
Uncheck Master Based On Time/Parent	Indicates whether the Is Report Master checkbox is deselected based on the Time Period 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.

Setting

Description

Resource Batch Size

The number of resources to be processed in a single batch when a user calculates utilization for a resource.

Target Utilization Approach

Controls the way in which FinancialForce 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.

Timecard Statuses

A comma delimited list of timecard status values that are used to determine which timecards to use in utilization calculations.

Uncheck Master Based On Time/Parent

Indicates whether the Is Report Master checkbox is deselected based on the Time Period 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.

These options in the Utilization Configuration Group also control Utilization functionality.

Setting	Description
subtract-holidays-from-total-hours	Indicates whether total time period hours have work calendar 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.

Setting

Description

subtract-holidays-from-total-hours

Indicates whether total time period hours have work calendar 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.

Backward Compatibility Considerations and Configuration Settings

You can use the classic Utilization calculation if your organization desires a transition period before using the latest calculation method. We recommend using the latest Utilization functionality, as soon as possible.

If your organization chooses not to use the latest Utilization functionality, you can add the Update Utilization (old) buttons to the Region, Practice, Group and Resource page layouts. Change these configuration options to use the older utilization calculation:

Configuration Option	Description
use-old-utilization-calc	Indicates whether to use the old utilization calculation method. When set to true, the utilization values from the Region, Practice, Group or Resource Actuals record for the appropriate Current Time Period are copied up to the header level of the Region, Practice, Group or Resource, after the calculation is complete. Note Switching back and forth between new and old Utilization calculation functionality is not supported. Change this setting from False to True once.
old-ute-filter-on-is-resource-flag	Indicates whether the utilization calculation only uses contact records with the Is Resource checkbox selected.

Configuration Option

Description

use-old-utilization-calc

Indicates whether to use the old utilization calculation method. When set to true, the utilization values from the Region, Practice, Group or Resource Actuals record for the appropriate Current Time Period are copied up to the header level of the Region, Practice, Group or Resource, after the calculation is complete.

Note

Switching back and forth between new and old Utilization calculation functionality is not supported. Change this setting from False to True once.

old-ute-filter-on-is-resource-flag

Indicates whether the utilization calculation only uses contact records with the Is Resource checkbox selected.

Related Information

Managing Settings

Configuration Groups, Options and Values

Utilization Calculations

About Utilization Formulae

Related Tasks

Calculating Utilization

Setting up Utilization

Recalculating Utilization