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 and thereby get a good hold on resource management.
Celoxis provides 5 pre-defined reports, which 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
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 below columns:
| Column | Description | Formula | Applicable To/ 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.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. | Task, Project, Resource. | |
| Hours (ActHours (Actual) | 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 . | 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,
| Task, Project, App items, Non Project, Resource.and has filled time on it. | |
| 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: . |
| Task, Project, Resource | |
| Free Hours (Realtime) | These the actual remaining hours the resource is available in a particular periodThis 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. |
| Task,Project, Resource||
| Utilization (Est) | The estimated utilization of resources based on the estimated allocation and availabilityresource utilization. | Hours (Est)/Hours (Available) as a percentage | Resource||
| Utilization (Actual) | The actual utilization of resources based on the actual hours and availabilityresource utilization. | Hours (Actual)//Hours (Available) as a percentage | Resource||
| Capacity (Est) | This is the The estimated resource capacity in percentage that a resource can handle. | 1- Utilization (Est) as a percentage | Resource | |
| Capacity (Actual) | This is the The actual resource capacity in percentage that a resource handled. | 1- Utilization (Actual) as a percentage | Resource | |
| Efficiency | This is a The efficiency or performance of a resource in percentage depending on the expected and actuals. | Hours (Est)/Hours (Actual) as a percentage | Resource||
| Hours (Act, Billable) | These are the The actual hours approved as billable for a resource, task, project or project- app items. |
| and billable hours. This is applicable for Task, Project, Resource, Apps. |
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| Hours (Act, Non-Billable) | These are the The actual hours approved as and 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. The hours entered by one or more resources for a task which are approved as non-billable. 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. |
| Task, Project, Resource, Apps | |
| . |
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| Hours (Invoiced) | The actual invoiced hours. |
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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
Defining Optimal Load:
You can also define the range for 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. if you define your optimal load between 80% to 90% means that the resource load between 80% and 90% will show up in green (optimal) whereas anything below 80% will show up in Blue(Underallocated). Similarly, anything above 90% is Red(Overallocated).
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