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Monitoring and reporting on utilisation of people and teams provides valuable insight into your company's performance.
There are a number of utilisation reports available in Projectworks, covering individual, team and organisation performance.
Executive Dashboard
The highest level utilisation report is found on the Executive Dashboard, showing the utilisation performance for the:
- Previous month: based on time recorded in timesheets
- Current month: A mix of time recorded in timesheets and remaining resourcing
- Next month: Based on resourcing
If you have multiple organisations you can see utilisation for all organisations, or select a single organisation.
Clicking the utilisation percentage opens the Utilisation Target report where you can see a full breakdown.
The utilisation calculations are based on configuration settings in the admin section. Options allow for calculations to include/exclude leave from capacity and include/exclude time on non-billable timecodes.
Utilisation target
The Utilisation Target report is accessed from the Reports section. This report allows utilisation reporting at a variety of levels such as organisation, team, line manager or role.
Learn about the Utilisation Target report
Utilisation report for an individual
Each person has their own utilisation report which can be accessed by clicking their name on the Utilisation Target report, or from the Utilisation menu option within their profile.
