20 Nov 2022 - Utilisation Target Report update

Included in this release

  • Utiliation target report updated to look backward and forward - Utilisation Target (Projected) report has been removed
  • Utilisation widget is back on the Exec Dashboard 
  • Timesheets directories: Date filter is now “sticky” and is retained

  • Time Entries screen now shows the type of leave taken (for people you have permission to see leave for)

  • Time Entries (for a person) CSV download has invoiced amount column (based on access levels and ability to “see dollars”

Feedback or questions? 
Email us as support@projectworks.io and one of the team will get back to you!

 



Utilisation target report includes forward view

The Utilisation Target report is now forwards and backwards looking, so you can look at this month, this year, etc, and you will see a complete picture of what has been worked, and what is resourced to work (as well as how much time is taken leave, and how much is unaccounted for).

A few things to note:

  • Now showing a Utilised Hours column. Previously this was either Billable Projects - All Time Logged column, or the Billable Projects - Billable time logged column. Now Utilisation can include Resourcing so has it's own column.  
  • Now showing a Utilised Hours column. Previously this was either Billable Projects - All Time Logged column, or the Billable Projects - Billable time logged column. Now Utilisation can include Resourcing so has it's own column. 

  • Now that we've added more columns, the Billable Projects - All Time Logged column is still there but hidden by default - turn this on if you find it useful

  • If you want to see historical only, either look at last week / month / year, set a date range, e.g. 01 of the month until yesterday

Data prior to the current date is sourced from timesheets, and the current date forward uses data from resourcing

  • Time entries are driven from timecodes (billable or non-billable)

  • Resourcing - only uses the project type (billable or non-billable)

The “Utilisation Target (Projected) report has been retired. 

Refer to Utilisation target article for full details

Utilisation widget back on the Exec Dashboard

After a brief hiatus the utilisation widgets are back on the Exec Dashboard. They have been updated with the same logic as the Utilisation Target report. 

See the utilisation percentage for the previous, current and next month, can click through to see the full report for that month.