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.
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These reports contain one or more of the below columns:
| Column | Description | Formula or other Details/ Example | |
|---|---|---|---|
| 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.This is applicable for Resource, Task, Project. | The information of the resource is then aggregated at task and project level. | |
| Hours (ActActual) | These are the approved number of hours a resource has actually spent on a task, app item or non-project activity. The Hours(Actual) for a resource on a task is calculated even if the resource is not allocated on that task and has filled time on it.This is applicable for Task, Project, App items, Non Project, Resource. | The information of the resource is then aggregated at task and project level. | |
| Hours (Available) | The working hours of a resource depending on the work calendar timings and exceptions; if any.This is applicable for Resource | 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. | |
| Free Hours(Est) | These are the remaining estimated hours the resource is available in a particular period.This is applicable for Task, Project, Resource. |
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| Free Hours (Realtime) | These are remaining actual hours the resource is available in a particular period. This is applicable for Task, Project, Resource. This is a dynamically computed column that shows free hours based on actual approved hours for all past dates and free hours based on remaining effort for present and future dates till the task's finish date. |
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| Utilization (Est) | The estimated resource utilization. This is applicable for Resource. | Hours (Est)/Hours (Available) as a percentage | |
| Utilization (Actual) | The actual resource utilization.This is applicable for Resource. | Hours (Actual)//Hours (Available) as a percentage | |
| Capacity (Est) | The estimated resource capacity. This is applicable for Resource. | 1- Utilization (Est) as a percentage | |
| Capacity (Actual) | The actual resource capacity. This is applicable for Resource. | 1- Utilization (Actual) as a percentage | |
| Efficiency | The efficiency or performance of a resource. This is applicable for Resource. | Hours (Est)/Hours (Actual) as a percentage | |
| Hours (Act, Billable) | The actual approved and billable hours. This is applicable for Task, Project, Resource, Apps. | The hours entered by the resource which are approved as billable. The hours entered by the resource for a task which are approved as billable.For Project: The Hours (Act, Billable) of all the top-most tasks + the hours (approved as billable) on app items. | |
| Hours (Act, Non-Billable) | The actual approved and non-billable hours. This is applicable for Task, Project, Resource, Apps, Non Project. |
| Hours (
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| Hours (Invoiced) | The actual invoiced hours. This is applicable for Task, Project, Resource, Apps. |
The hours entered by the resource which are approved as billable and marked Invoiced. The hours entered by the resources for a task which are approved as billable and marked Invoiced. The Hours (Act, Billable) of all the top-most tasks marked Invoiced + the hours (approved as billable and invoiced) on app items. |
You can also define grouping in the report with the available columns as listed:
- 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
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| Info |
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The following legends are used to indicate the load: Blue: Underallocated. |