Utilization

Overview

Utilization tracking helps managers understand how team capacity is being used. Monitor billable vs. non-billable time, identify workload issues, and optimize resource allocation.

What is Utilization?

Utilization is the percentage of a team member's available time that is tracked to billable work. It's calculated as:

Utilization = (Billable Hours / Available Hours) × 100%

Viewing Utilization

To view team utilization:

1. Navigate to Team in the sidebar
2. Click the Utilization tab
3. View utilization metrics for each team member
4. Use date range filters to adjust the period

Utilization Metrics

The utilization view shows:

Utilization Targets

Set target utilization percentages for your team:

• Healthy - 75-85% is typically ideal
• Low - Below 70% may indicate underutilization
• High - Above 90% may lead to burnout

Interpreting Utilization Data

Low Utilization

If a team member has low utilization:

• They may need more project assignments
• They might be blocked or waiting on others
• Time tracking may be incomplete
• There may be legitimate non-billable work

High Utilization

If a team member has high utilization:

• They may be overworked or at risk of burnout
• Consider redistributing workload
• Verify they're taking breaks and PTO
• Check if they need additional support

Capacity Planning

Use utilization data for planning:

• New projects - Identify who has bandwidth
• Hiring - Determine if you need more staff
• Scheduling - Balance workload across the team
• Forecasting - Project future capacity needs

Utilization Reports

Generate detailed utilization reports:

1. Navigate to Reports
2. Select Utilization Report
3. Choose date range and team members
4. Export as PDF or CSV

Reports include:

• Individual utilization percentages
• Team averages and trends
• Billable vs. non-billable breakdown
• Historical comparison

Setting Utilization Targets

Admins can set organization-wide utilization targets:

1. Go to Organization settings
2. Navigate to Utilization section
3. Set default available hours per week
4. Set target utilization percentage
5. Save settings

Related Topics

• Team Members
• Reports & Analytics
• Forecasting