RSMUS.comOne common request our clients have is to create a custom calculation for utilization reporting. In this example, we will create a series of custom calculations to calculate productive utilization using the calculation below:
Steps to Create the Custom Utilization Calculation shown above:
- First, we will create a company custom calculation to calculate the numerator and we will set a task type filter to select task types of billable and productive (non-billable) only. As a result, this will allow us to pull approved hours charged to tasks with those task types only.
- Next, let’s create the two calculations needed for the denominator:
- First, let’s create the calculation for Approved PTO time entries. To accomplish this, we will create filters to select the project of “Time off [Internal]” and tasks of “Time off: Holidays” and “Time off: Vacation”. This will only pull approved hours that were spent on those two tasks into the equation.
- Create the calculation for base work schedule hours – Approved PTO time entries.
- First, let’s create the calculation for Approved PTO time entries. To accomplish this, we will create filters to select the project of “Time off [Internal]” and tasks of “Time off: Holidays” and “Time off: Vacation”. This will only pull approved hours that were spent on those two tasks into the equation.
- Finally, we will create the final calculation required for productive utilization:
- Last, we will pull the new calculation onto a report.
Custom calculations can be incredibly useful to customize reporting to fit your organization’s needs. Our consultants at RSM are here to help with a custom-fit solution that meets your needs – contact us today at OpenAirSupport@rsmus.com!
