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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:

Applicable ToTask, Project, ResourceTask,Project, ResourceResourceResource
ColumnDescriptionFormula or other Details
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
{Working calendar for both = 8 hours}.
Therefore,

  • For Resource: Hours (Est) for R1 is 8 and R2 is 4. 
  • For Task=12h.
  • For Project=12h or Hours (Est) roll-up of all the topmost tasks.
Task, Project, Resource.
This is applicable for Resource, Task, Project. 

The information of the resource is then aggregated at task and project level.

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 and has filled time on it.
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 Resource: Hours (Actual)=5h.
  • For Tasks: Hours (Actual)=5h.
  • For Project: Hours (Actual)=5h i.e  Hours (Actual) roll-up of all the topmost tasks + Hours (Actual) of the App items
  • For App items:  Approved hours of an App item.
  • For Non-Project: Time submitted against the non-project timecode. 

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.		Resource.
Free Hours(Est)These are the remaining estimated hours the resource is available in a particular period.

This is applicable for Task, Project, Resource.
  • For Resource: Hours (Available) - Hours (Est) of the resource in the selected period.
  • For Task: Hour (Est) of the resource on that task.
  • For Project: Hour (Est)  of Aggregation of all the topmost task.
  • tasks.
Free Hours (Realtime)These are remaining actual hours the resource is available in a particular period.

This is applicable for Task, Project, Resource. 
  • For Resource:
    • Past dates = Hours (Available) - Hours (Actual)
    • Present & Future dates = The remaining planned effort Hours (Est) spread proportional to the resource availability. 
  • For Task and Project:
    Past dates = Hours (Act)
    Present & Future dates = The remaining planned effort Hours (Est) spread proportional to the resource availability.

Utilization (Est)The estimated resource utilization.

This is applicable for Resource. 		Hours (Est)/Hours (Available) as a percentageResource
Utilization (Actual)The actual resource utilization.

This is applicable for Resource.  		Hours (Actual)//Hours (Available) as a percentageResource
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 percentageResource
EfficiencyThe 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.
  • For Resource:
    The hours entered by the resource which are approved as billable.
  • For Task:
     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.
Task, Project, Resource, Apps
Hours (Act, Non-Billable)The actual approved and non-billable hours.

This is applicable for Task, Project, Resource, Apps, Non Project.
  • For Resource:
    The hours entered by the resource which are approved as non-billable.
  • For Task:
     The hours entered by the resource for a task which are approved as non-billable.
  • For Project:
    The Hours (Act, Non-Billable) of all the top-most tasks + the hours (approved as non-billable) on app items.
Task, Project, Resource, Apps, Non Project
Hours (Invoiced)The actual invoiced hours.

This is applicable for Task, Project, Resource, Apps. 
  • For Resource:
    The hours entered by the resource which are approved as billable and marked Invoiced.
  • For Task:
     The hours entered by the resources for a task which are approved as billable and marked Invoiced.
  • For Project:
    The Hours (Act, Billable) of all the top-most tasks marked Invoiced + the hours (approved as billable and invoiced) on app items.
Task, Project, Resource, Apps

You can also define grouping in the report with the available columns as listed:

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Info

The following legends are used to indicate the load:

Blue: Underallocated.
Green: Optimal.
Red: Overallocated.
Gray (dotted): Exceptions (Working/Non-Working).
Yellow (NW): Non Working day.

The color coding is only available for Hours (Est) and Utilization (Est) column.