✔ Available
on Grow and Scale subscriptions 1
Within Teamwork.com, you can use utilization
reports to track and manage how your
team's time is being distributed.
Note: The utilization report
is accessible
to site administrators.
Click the More option in the
main navigation menu on
the left of your site and
select Reports from
the pop-out
menu.
In the reports
gallery, select
the Utilization tile
from the Teamwork.com
Reports section.
In the report, you will see a series
of columns highlighting important
properties for each user based on
their time and utilization.
Color coding
Cells in utilization-based columns are
color-coded depending on their current
utlization percentage.
Estimated |
Actual | Billable |
Non-billable
utilization |
|---|
| 0% |
| 1% - 49
% |
| 50% -
100% |
| > 100
% |
| 0% |
| 1% - 49
% |
| 50% -
100% |
| > 100
% |
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 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.
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 as the
percentage value
changes.
Clicking the current percentage
value will open a quick view listing the
user's logged time for the period.
Billable
utilization
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.
Non-billable
utilization
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.
Available 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.
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.
Once you click the add option, a
modal will open allowing you to allocate
unavailable time for the user.
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 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.
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.
Filter
options
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.
Export
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.
Note: Accounts
on Grow and Scale subscription
plans will have an additional
option
to export to Google
Sheets.
Returning to the reports
gallery
You can exit the report and
return to the reports gallery by clicking
the Back to reports link in the top
left.
For more information, see: Updating a User's
Working Hours
1. Also available on legacy
subscriptions: Premium,
Enterprise.