Here is a description of the fields and buttons on the Utilization Calculator page.
Key: * – Mandatory field.
| Field | Description | |
|---|---|---|
| Region, Practice or Group | The region, practice or group on which the utilization calculation is to be run. | |
| Name | * | Name for the utilization calculation. |
| Type | The type of utilization calculation to be generated. | |
| Historical Utilization Cut-Off Date | When historical utilization calculations are to stop. The default value is End of Last Week, which is typically the last day of the week that all timecards were entered. | |
| Time Period Types | The time period types to calculate utilization for. | |
| Is Report Master | Indicates whether the utilization calculation is to be the master calculation for the combination of region, practice, group, resource and time period. 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. |
| Field | Description | ||
|---|---|---|---|
| Calculate Historical Utilization | Indicates whether the utilization calculation is to include historical utilization from timecard 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. | |
| Calculate Scheduled Utilization | Indicates whether the utilization calculation is to include forward looking utilization from scheduled assignments. |
| Field | |
|---|---|
| Frequency | The frequency on which to schedule utilization calculations. |
| Start Time | The time of day on which to schedule utilization calculations. |
| Button | Description |
|---|---|
| Calculate | Generates a utilization calculation immediately using the selected options. |
| Schedule | Schedules utilization calculations using the selected options. |
Related Information
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