Resource Utilization Report

This type of report provides a summary of a person’s workload.

 

To generate Resource Utilization Report follow the steps:

  1. Navigate to the Reports page by clicking the User icon on the toolbar > Reports and find the desired report in the list:

2. Select the display units the data to be grouped by – day, week, or month.

3. Select the First Month which the report is supposed to be started from

  • the default value is the Current Month, other available options are the previous Month, Current Month, and Next Month up to one year.

4. Select the Period the report is to be generated for.

  • the default value is 4 next weeks, options are from 1 month to 12 months.

5. Select a Team the report is to be generated for.

  • the default value is the Current selected Team on the Dashboard.

6. Check 'Show details in percentage' (optional)

7. Generate Excel or Web Report:

 

Resource Utilization Report opens in the selected format:

  • records of teams and team members are on the left

  • each column corresponds to one day

  • numbers correspond to the number of hours of work scheduled for a person or the percentage of the person’s capacity utilization.

 

You can learn more about this report in the video below:

https://youtu.be/ndoMpFGEFMg?si=zmeZwkEy8tVE2IRV

 


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