Within Teamwork, you can use utilization reports to track and manage how your team's time is being distributed.

This feature is currently in a Beta release phase and is available on per-user Premium/Grow subscription plans and above.

Go to the Reports area of your site and select the Utilization tab.

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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.

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User

The user column will display each user's name, job title (if added to their profile), and corresponding avatar.


Estimated utilization

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 based on the percentage value:

0 - 25%
25 - 50%
50 - 75%
75 - 100%
> 100%

Clicking the current percentage value will open a quick view listing the user's estimated time and associated tasks for the period.

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Actual utilization

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 based on the percentage value:

0 - 25%
25 - 50%
50 - 75%
75 - 100%
> 100%
Clicking the current percentage value will open a quick view listing the user's logged time for the period.

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Available time

A user's available time is calculated based on their working hours minus their unavailable time.

By default, a user's working hours will be set to 40 hours. This can be updated by clicking the current hours total to open their localization settings.

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Unavailable time

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.

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Once you click the add option, a modal will open allowing you to allocate unavailable time for the user.

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Logged time

Displays the user's total logged time for the selected period. Clicking this will open a quick view with the corresponding time logs.


Billable time

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.


Unbilled time

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.




Column options

Click the options button (three dots) to the far right of the report header and use the toggles in the dropdown menu to show or hide relevant columns.

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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.

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Sorting options

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.

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Filter options

In the top right of the report area, you can use the search field to locate a specific person or team.

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Using the duration dropdown, you can set a date range for the report.

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You can also use the arrows beside the currently selected date range in the top left to move to the previous or next period.

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Selecting the filters button in the top right will open a dropdown of advanced filter options.

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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.

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Export

Using the export option in the top right of the tasks report area, you can download a copy of the report in PDF format.

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For more information, see: Updating a User's Working Hours