Utilization & Invoicing Rates (report)

Utilization & Invoicing Rates (report)

Utilization Rates

The Utilization Rates report lets you monitor how effectively your organisation's capacity is being used. This can be viewed as allocations, realizations, or both. You may choose to exclude absences, and there is an option to scale capacity. 

Perspectives

You can view utilization rates from five different angles:
  • By User – utilization rate at an individual level
  • By Default Role – utilization rates for people by selected role 
  • By User Groups – utilization rates for a specific user group
  • By Organizations – utilization rates summed at an organisation level
  • By Supervisors – utilization rates for the subordinates of a selected supervisor

Report Data Types

Choose which data is shown in the report:
  • Allocations (planned hours only)
  • Realizations (actual hours only)
  • Allocations and Realizations (both combined)


Invoicing Rates

The Invoicing Rates report works in the same way as Utilization Rates and shares the same perspectives, filters, and data types — but focuses specifically on invoiceable work. Use it to monitor how much of your organisation's capacity is being directed toward invoiceable projects.