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AdornaWi1
New Participant
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
  • 728 views
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    2 replies

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    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

    ElliotLeson
    ElliotLeson
    New Participant
    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
    New Participant
    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.

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