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. This is different compared to the figures in the Reports or Insights.
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
Please note that these calculation only applies to the Utilization Chart, but NOT Reports or Insights.
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