In the utilization charts on the planner, you can see the non-billable utilization, billable utilization and total utilization across all people and placeholders in your organization, or a subset by using the filters.
Since the Chart is for forecasting purposes, the hours used for calculation based on scheduled hours only.
We recommend only viewing the Chart for a time period set in the future, not the past.
Actual hours on the timesheet are not used in the calculation on this Chart.
To obtain an accurate past utilization %, please refer to Reports.
Calculation
Metric Name | Description and Formula |
Total Utilization % (on Utilization Chart) | Total Utilization % =
(Scheduled billable hours + Scheduled non-billable hours) / Effective capacity
|
Billable Utilization % (on Utilization Chart) | Billable Utilization % =
Scheduled billable hours / Effective Capacity
|
Non-billable Utilization % (on Utilization Chart) | Non-billable Utilization % =
Non-billable hours allocated / Effective Capacity
|
Example
Jo is contracted to work 40 hours per week (8 hrs per day).
This week:
Jo has 2 days off - one is a public holiday and one is scheduled leave. The rest of the week, Jo is booked 4 hrs per day on a billable project
Ash is contracted to work 20 hours per week (4 hrs per day). Ash is booked 2 hrs per day on a non-billable project
| Contracted capacity | Time off | Effective capacity | Billable hours | Non-billable hours |
Jo | 40 hrs | 8*2 = 16 hrs | 24 hrs | 4*5 = 20 hrs | 0 hrs |
Ash | 20 hrs | 0 hrs | 20 hrs | 0 hrs | 2*5 = 10 hrs |
Total | 60 hrs | 16 hrs | 44 hrs | 20 hrs | 10 hrs |
Non-billable utilization:
= Scheduled non-billable hours / effective capacity
= ( 10 hrs / 44 hrs ) * 100
= 23%
Billable utilization:
= Scheduled billable hours / effective capacity
= ( 20 hrs / 44 hrs ) * 100
= 45%
Total utilization:
= (Scheduled billable hours + scheduled non-billable hours) / effective capacity
= ( (20 hrs + 10 hrs) / 44 hrs) * 100
= 68%
Note:
Tentative projects are included in the utilization chart if the tentative project is within the filtered results and is toggled on in the planner