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:
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 |