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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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ColumnDescriptionFormulaApplicable 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
{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.
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 that Task5h.
  • For Tasks: Hours (Actual)=5h + any other approved time-entries by same/different resources5h.
  • For Project: Hours (Actual)=5h i.e  Hours (Actual) roll-up of all the topmost tasks + Hours (Actual) on all of the App items
  • For App items:  Approved hours of an App item.
  • For Non-Project: Time submitted against the non-project timecode. 
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 are the remaining estimated remaining hours the resource is available in a particular period.
  • For Resource: Hours (Available) - Hours (Est) of the resource in the selected period.
  • For Task: Hour (Est).
  • For Project: Hour (Est)  of all the topmost task.
Task, Project, Resource
Free Hours (Realtime)These the are remaining actual remaining hours the resource is available in a particular period.
  • 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 (ActualAct)
    Present & Future dates = The remaining planned effort Hours (Est) spread proportional to the resource availability.
Task,Project, Resource
Utilization (Est)The estimated utilization of resources based on the estimated allocation and availability.Hours (Est)/Hours (Available) as a percentageResource
Utilization (Actual)The actual utilization of resources based on the actual hours and availability.Hours (Actual)//Hours (Available) as a percentageResource
Capacity (Est)This is the estimated capacity in percentage that a resource can handle.1- Utilization (Est) as a percentageResource
Capacity (Actual)This is the actual capacity in percentage that a resource handled.1- Utilization (Actual) as a percentageResource
EfficiencyThis is a efficiency of a resource in percentage depending on the expected and actuals.Hours (Est)/Hours (Actual) as a percentageResource
Hours (Act, Billable)These are the actual hours approved as billable for a resource, task, project or project- app items.
  • For Resource:
    The hours entered by the resource which are approved as billable.
  • For Task:
     The hours entered by one or more resources 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)These are the actual hours approved as non-billable for a resource, task, project or project- app items.
  • For Resource:
    The hours entered by the resource which are approved as non-billable.
  • For Task:
     The hours entered by one or more resources 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)These are the actual hours approved as billable and invoiced for a resource, task, project or project- app items.
  • For Resource:
    The hours entered by the resource which are approved as billable and marked Invoiced.
  • For Task:
     The hours entered by one or more 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

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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.