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Onboarding
Setting utilisation for a person
Key to accurate utilisation reporting is setting targets for individuals based on their capacity.
Setting a person's utilisation
When setting up a person you need to specify their standard work week capacity. The capacity is set on their positing therefore Projectworks knows on any given day what are the expected hours a person would be able to work.
A utilisation target percentage can be set to indicate the amount of their work week that is expected (or budgeted) to be on billable projects.
Your Projectworks administrator can set up customised work weeks in the admin section. That allows customised work weeks to be created for any people who work a non-standard hours, such as not working on Friday, or working 4 hours per day.
When looking at the Resourcing by Availability screen, the combined capacity is represented by the grey line and the combined utilisation target by the pink line.