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Planview Customer Success Center

Utilization Time-phased Fields

The fields in the following table can be used in Resource Utilization and Financial Resource Reports.

Financial fields are available to users with financial permissions.

           

NOTE

For organizations where Project Managers have extensive financial permissions, the best practice is to use blended rates.

           

Field Name

Description

Calculation

User Working Hours 

Capacity of User’s calendar according to their schedule settings before any User Calendar exceptions are applied. 

Capacity of User’s Base Calendar plus any changes to their Schedule Settings. Includes calendar exceptions from the base calendar, but excludes those from the user calendar.

Non-Working Exception

The duration removed from User Working Hours that is a result of Non-Working User Calendar Exceptions.

The total duration of Non-Working Exceptions created on the User’s Calendar only, which does not include exceptions inherited from the Base Calendar.

Other Exception

The duration removed from User’s Working Hours that is a result of any All day or Partial Working User Calendar Exceptions. 

User Working Hours minus the Duration of User Calendar Working Exceptions for the same period.

Total Exception

The total duration removed from User’s Working Hours that is a result of Working and Non-Working User Calendar Exceptions 

Non-Working Exception plus Other Exception

Cost of User Working Hours

Cost of Capacity of User’s calendar according to their schedule settings before any User Calendar exceptions are applied. 

User Working Hours multiplied by prevailing User cost rates.

Cost of Calendar Exception

The cost of the user's non-working exception days (holidays, time off, etc.).

Provides additional perspective to monthly revenue fluctuations.

Non-Working Exception * user cost rate

Cost of Other Exception

Cost of the duration removed from User’s Working Hours that is a result of any All day or Partial Working User Calendar Exceptions. 

Other Exception multiplied by prevailing User cost rates.

Cost of Total Exception

The Cost of the total duration removed from User’s Working Hours that is a result of Working and Non-Working User Calendar Exceptions. 

Cost of Non-Working Exception plus Cost of Other Exception.

Capacity Cost

How much does a resource cost the organization for a day/ month.

Reported alongside with revenues from projects is useful for team leads to understand overall profitability of a team.

Capacity * cost rate

Potential Revenue

How much could a user potentially be billed out for the organization. Assuming:

  1. company calendar working hours
  2. 100% billed utilization
  3. user's default hourly billing rate

Note: This is a guideline figure as many organizations' users are not 100% billable and can have varying charge rates depending on customer and project, and may be assigned to fixed price work.

Capacity * resource billing rate