Within Teamwork, you can use utilization reports to track and manage how your team's time is being distributed.
Note: The utilization report is available on per-user Premium/Grow subscriptions and above.
Go to the Reports area of your site and select the Utilization tab.
In the report, you will see a series of columns highlighting important properties for each user based on their time and utilization.
Note: The utilization report is only accessible to site administrators.
The user column will display each user's name, job title (if added to their profile), and corresponding avatar.
A user's estimated utilization is calculated based on the total estimated time on the user's assigned tasks within the selected date range divided by the user's available time. The field's background color will change as the percentage value changes.
Clicking the current percentage value will open a quick view listing the user's estimated time and associated tasks for the period.
A user's actual utilization is calculated based on the user's total logged time on their assigned tasks within the selected date range divided by the user's available hours. The field's background color will change as the percentage value changes.
Clicking the current percentage value will open a quick view listing the user's logged time for the period.
A user's billable utilization shows their overall percentage utilization based on time they have logged as billable. The calculation uses the number of billable hours logged and sets it as a percentage of the user's total available time.
A user's non-billable utilization shows their overall percentage utilization based on time they have logged as non-billable. The calculation uses the number of non-billable hours logged and sets it as a percentage of the user's total available time.
Note: When added together, the billable and non-billable utilization will reflect the user's actual utilization percentage.
A user's unavailable time is calculated based on their total unavailable time for the selected period.
If no unavailable time is currently set, you will see an option to Add Unavailable Time when you hover.
Once you click the add option, a modal will open allowing you to allocate unavailable time for the user.
Displays the user's total logged time for the selected period. Clicking this will open a quick view with the corresponding time logs.
Displays the user's total logged billable time for the selected period. Clicking this will open a quick view with the corresponding billable time logs.
Displays the user's total logged non-billable time for the selected period. Clicking this will open a quick view with the corresponding non-billable time logs.
Click the plus icon to the far right of the report header and use the toggles in the dropdown menu to show or hide relevant columns.
You can also customize the order of the columns in the table by clicking and dragging a column heading to a new position in the report.
You can quickly sort the report based on a specific column by clicking the column heading. Clicking multiple times will switch the sorting between ascending and descending order.
In the top right of the report area, you can use the search field to locate a specific person or team.
Using the date range option, you can apply a range for the report such as week, month, quarter, or custom range.
You can also use the arrows beside the currently selected date range in the top left to move to the previous or next period.
Selecting the filters button in the top right will open a dropdown of advanced filter options. Clicking any of the dropdown fields within this menu will allow you to select specific teams, companies, or projects to filter by in the report.
You can use the Save Filter button to save the filtered view you are currently using. Once you give the filter a name, press Enter / Return on your keyboard to save the filter. You can also access your existing saved filters via the Saved filters button in the bottom left of the filter options dropdown. Clicking a saved filter will apply it to the report.
Using the export option in the top right of the report, you can download a copy of the report in PDF, CSV, or Excel format.
For more information, see: Updating a User's Working Hours