or a resource.Utilization calculation records and utilization calculation detail records are created when you calculate the utilization on a RPG or a resource.
Here is a description of the fields on the Utilization Calculation object.
| Field | Description |
|---|---|
| Calculate Historical Utilization | Indicates whether utilization was calculated using historical timecard records. |
| Calculate Scheduled Utilization | Indicates whether forward-looking utilization was calculated using assignment records. |
| Error Details | Errors that occurred during the calculation. |
| 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/Practice/Group. When utilization is calculated on a resource, this field is ignored. |
| Is Report Master | Indicates whether the utilization calculation is the master calculation for the combination of Region, Practice, Group, Resource and Time Period. |
| 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. |
| Time Period | Time period to calculate the utilization for. |
| Time Period Types | The time period types to calculate the utilization for. |
| Type | Type to which the utilization calculation belongs. |
| Utilization Calculation Name | Name of the utilization calculation. |
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) |
| 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. |
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 Utilization | Calculated using the formula: (Historical Billable Hours + Historical Credited 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. |
This section contains projected utilization numbers calculated from events that are scheduled to occur in the future such as billable hours in an assignment.
| Field | Description |
|---|---|
| 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 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 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. |
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