Celoxis provides you with the capability to view the accurate load of your resources, their actual utilization, capacity and efficiency which enables data driven planning and decision making across the project lifecycle. This helps the project manager for better resource planning and management. Using these reports, the manager can move resources across projects or add more free resources on tasks to complete the schedule as expected.
Celoxis provides 5 reports by default which are as listed below. These reports are the perfect set of tools for managers to plan and manage their resources. With the ability to track resource load, utilization and efficiency, these enable data driven planning and decision making across the project life cycle.You can create a report showing
- Resource Load Chart
- Resource Load Chart (Real-time)
- Resource Utilization (Planned v/s Actual)
- Resource Efficiency
- Resource Capacity
Additionally, you can also create a report to suit your requirements. To create a report, click here.
These reports contain one or more of the available below columns:
| Column | Description | Formula with an example. | Applicable To |
|---|---|---|---|
| Hours (Est) | These are the number of hours a resource is allocated or expected to spend on an assigned task. If the resource is not allocated, then the Hours(Est) for that task is blank. | Task = T1, Duration = 1d, Resource 1 = 100% and Resource 2 = 50% allocation
| Task, Project, Resource. |
| Hours (Act) | These are the approved number of hours a resource has actually spent on a task. The Hours(Actual) for a resource on a task is calculated even if the resource is not allocated on that task. | Hours (Actual) = Approved hours of a Task. For e.g. Task = T1, Duration = 1d, Resource 1 = 100% Work=8h. Resource fills hours on T1 for 5h which gets approved. Then,
For
| Task, Project, App items, Non Project, Resource. |
| Hours (Available) | The working hours of a resource depending on the work calendar timings and exceptions if any. | A work calendar for Monday to Friday with work timings as: 8:00 - 12:00, 13:00 - 17:00 means that a resource assigned to this calendar has Hours (Available)=8 for any particular working day and 40h for a week. If the resource has a non-working exception on say Wednesday, then the Hours (Available) for that week are 32. | Resource. |
| Free Hours(Est) | These the estimated remaining hours the resource is available in a particular period or day. |
| Task, Project, Resource |
| Free Hours (Realtime) | These the actual remaining hours the resource is available in a particular period or day. | ||
| Utilization (Est) | |||
| Utilization (Actual) | |||
| Capacity (Est) | |||
| Capacity (Actual) | |||
| Efficiency | |||
| Hours (Act, Billable) | |||
| Hours (Act, Non-Billable) |
...
- Resource: Name
- Resource: Workspace:
- The custom fields of type: Date, Formula (with output type Text), Single line text and Single select drop-down are available for grouping.
- Project: Manager: Name
- Project: Name
- Client:Name
To create report of your choice, click here.
By default, 5 reports are provided which are as listed below. These reports are the perfect set of tools for managers to plan and manage their resources. With the ability to track resource load, utilization and efficiency, these enable data driven planning and decision making across the project life cycle.
- Resource Load Chart
- Resource Load Chart (Real-time)
- Resource Utilization (Planned v/s Actual)
- Resource Efficiency
- Resource Capacity
With this, you Defining Optimal Load:
You can also define the Optimal Load Between(Settings > Company > Under the 'Projects & Tasks' section) range desired for the resources. For example, in your company a resource being 80% allocated is the Optimal allocation for resources i.e the allocation on the reports will show in green when the resource is 80% allocated; once the resource is allocated more than 80% it shows over-allocated.
| Info |
|---|
The following legends are used to indicate the load: Blue: Underallocated. |