Does anyone have any idea(s) how to create a Utilization report that measures different groups within a marketing department and incorporates actual hours. | Community
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AdornaWi1
August 29, 2022
Question

Does anyone have any idea(s) how to create a Utilization report that measures different groups within a marketing department and incorporates actual hours.

  • August 29, 2022
  • 2 replies
  • 726 views
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    2 replies

    ElliotLeson
    ElliotLeson
    Level 3
    August 29, 2022

    Prompts:

    Columns

     

     

    Grouping

    group.0.linkedname=owner
    group.0.namekey=view.relatedcolumn
    group.0.namekeyargkey.0=owner
    group.0.namekeyargkey.1=name
    group.0.valuefield=owner:name
    group.0.valueformat=string
    group.1.linkedname=hourType
    group.1.name=Billable Status
    group.1.valueexpression=IF({hourType}.{countAsRevenue},"Billable","Not Billable")
    group.1.valueformat=HTML
    textmode=true

     

     

    J_Mas
    J_Mas
    Level 5
    February 22, 2023

    Hey @elliotleson, I noticed your final column called "% Utilization". Is this a calculated field, a calculated report column, or something else? If it's a calculation I'd be interested in knowing what fields you're using in your calculation.

     

    I've been exporting an Assignment Report to Excel where I take either Actual Hours (if they exist) or Planned Hours (if no actual hours have been recorded)and divide by Duration x Full-Time Hours (which for us is 7.5 hours a day) to get resource utilization at the task level.

     

    Something like this:

    =(SUM(IF(ActualHours,ActualHours,PlannedHours))/(TaskDuration*7.5)

     

    I'm curious what others are using.

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    August 29, 2022

     

    Hi @adornawi1,

     

    In addition to the native report suggestion @elliotleson offered, I invite you to consider our Capacity Charts solution, which allow you to easily create insightful resource management reports with only basic Workfront setup.

     

    Regards,

    Doug

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