Utilisation reports

Monitoring and reporting on utilisation of people and teams provides valuable insight into your organisations performance.

There are a number of utilisation reports available in Projectworks, covering individual, team and organisation performance.  

Executive Dashboard

The highest level utilisation report is found on the Executive Dashboard, showing the utilisation performance for the previous, current and next month.

The dashboards allows you to see a forward view of utilisation based on resourcing on billable projects. Util for the previous month is based on timesheets, the current month on a mix of timesheet entries and remaining resourcing while the next month is solely based on resourcing. 

If you have multiple organisations you can see utilisation for all organisations, or select a single organisation. The utilisation performance can also be seen compared to overall capacity, or against targets.

Clicking the utilisation percentage opens the Utilisation by person report.

 

Utilisation by Person

The Utiliation by Person report is accessed from the Reports section. This report allows utilisation reporting at a team. manager or organisation level, allowing management to view monthly utilisation metrics and monitor progress against billable targets.

  • Filter by Organisation: to to see the overall utilisation of an organsiation 
  • Filter by Team: to see the utilisation for all people within a certain team
  • Filter by Manager: to see the utilisation for people the manager is responsible for

Regardless of the filters, the utilisation for each person is shown, with the 

The report is driven by timesheet entries, with every time entry either being against a billable or non-billable project. Any personal leave is also tracked.

Capacity and Targets are based on each persons work week structure and utiliation targets.

There are two modes available for calculating the utilisation, either against each person's total capacity, or against their capacity adjusted for leave.

Toggle the Reduce capacity for leave option as required. 

  • Set to No: Utilisation is measured against a person's total capacity
  • Set to Yes: Utiliation is measured against a person's total capacity adjusted for leave they have taken 

Billable vs Capacity

Performance against capacity is based off the hours recorded against billable projects divided by the total hours capacity based off a person's work week.

Billable hours / Capacity hours

Billable vs Target

Performance against target is based off the hours recorded against billable projects divided by the total target hours based off a person's work week and utilisation target. 

Billable hours / (Capacity hours * Utilisation %)

See utilisation for a specific period of time

Use the date picker to specify the period of time the report will cover. Clicking the date will allow you to select a week, month or year as well as specifying a custom range. 

the range option to see utilisation for a reporting period, such as the previous quarter.



 

Utilisation report for an individual

Each person has their own utilisation report, accessed within their workbench. 

All timesheet entries are against a billable or non-billable project and personal leave is also tracked. Their utilisation is presented per month, showing total hours recorded in each category, with utilisation measured against their total capacity as well as their utilisation target.

Billable vs Capacity

Performance against capacity is based off the hours recorded against billable projects divided by the total hours capacity based off a person's work week.

Billable hours / Capacity hours

Billable vs Target

Performance against target is based off the hours recorded against billable projects divided by the total target hours based off a person's work week and utilisation target. 

Billable hours / (Capacity hours * Utilisation %)