Resource utilization

This chart shows the planned or available resource utilization by week or by month. Use this chart to learn how your resources are being used based on your planned projects and the available work hours of your employees.

To ensure this chart is accurate, make sure to resource all projects and opportunities so that you can best understand the dynamics between your planned revenue and actual revenue.
chart resource utilization v2

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Pin icon. Click to pin this chart to a board.

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By default, data from all departments is used in the dataset. See Filter data by departments to learn how to remove specific department data from the dataset.

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By default, data for all activities is used in the dataset. See Filter data by activities to learn how to remove specific activity data from the dataset.

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By default, data for all skill levels is used in the dataset. See Filter data by skill levels to learn how to remove specific activity data from the dataset.

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You can choose between two types of hours: Planned or Available.

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You can sort the data by the following time periods: Weeks or Months.

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Resource graph. Displays the resources name and utilization percentage.


Click the resource to view their planning:

chart resource utilization resource view


Click a row for more details:

chart resource utilization resource view expanded

Filter data by departments

To select the departments whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.

  2. Select the departments that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by activities

To select the activities whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the activities filter. A dialog window will display with a list of the activities that you have configured for your deliverables.

  2. Select the activities that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by skill levels

To leave out resources based on skill level, do the following:

  1. Click the filter Filter button for the skill levels filter. A dialog window will display with a list of the skill levels that you configured in the back office.

  2. Select the appropriate skill levels.

  3. Click OK. The chart will refresh to display only the resources who are at the skill levels you selected.