Project Resource Utilization-Realization

Overview

Project Resource Utilization-Realization displays resource available hours, work hours, utilization %, billable hours, non-billable hours, unbilled hours, billed hours, realization %, and billed amount. Use this report to access individual utilization and realization results.

Report Options

Internal Company – The company from which the data is being reported.

Project Type Select from Active, Closed or Inactive project statuses.

Project Status Select from Active, Closed or Inactive project statuses.

Transaction Date Select a range of dates in the From and To fields that represent the period of time you want to display data from.

Approval Status Select which transactions you want to display based on Approved, Unapproved, or Both. Selecting Both will result in both approved and unapproved transactions being displayed on the report. 

Available Hours – Enter the number of hours the resources included on the report are available to work in a year. For example, there are 2080 hours in a work year. Subtract vacation and PTO time. (2080 – 80 [two weeks vacation] – 48 [6 paid holidays]). You would enter 1952 in Available Hours. 

Project Manager Click Lookup  to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.

Project Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.

Project Home Department Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.

Project Home Territory – Click Lookup to select the Home Territory assigned to projects to be included on the report. One or more Home Territories may be selected. If the field is empty, all active Home Territories will be considered for inclusion on the report.

Project Home Product – Click Lookup to select the Home Product assigned to projects to be included on the report. One or more Home Products may be selected. If the field is empty, all active Home Products will be considered for inclusion on the report.

Resource Click Lookup to select the resources to be included on the report. One or more resources may be selected. If the field is empty, all active resources will be considered for inclusion on the report.

Resource Home Department – Click Lookup to select the Home Department assigned to projects to be included on the report. One or more Home Departments may be selected. If the field is empty, all active Home Departments will be considered for inclusion on the report.