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
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These reports contain one or more of the below columns:
| Column | Description | Formula / Example |
|---|---|---|
| Hours (Est) | These are the number of hours a resource is allocated or expected to spend on an assigned task. |
| Hours (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 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. |
| Free Hours(Est) | These are the remaining estimated hours the resource is available. |
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| Free Hours (Realtime) | 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. | Hours (Est)/Hours (Available) as a percentage |
| Utilization (Actual) | The actual resource utilization. | Hours (Actual)//Hours (Available) as a percentage |
| Capacity (Est) | The estimated resource capacity. | 1- Utilization (Est) as a percentage |
| Capacity (Actual) | The actual resource capacity. | 1- Utilization (Actual) as a percentage |
| Efficiency | The efficiency or performance of a 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. |
| Hours (Act, Non-Billable) | The actual approved and non-billable hours. |
| Hours (Invoiced) | The actual invoiced hours. |
You can also define grouping in the report with the available columns as listed:
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Defining Optimal Load:
You can also define the range for Optimal Load Between(Settings Administration > Company > Under the 'Projects & TasksProject Management' section > Project Options) 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 (Over-allocated).
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