The Staffing Utilization report helps to identify the appropriate resource allocation over time. The report shows how many FTEs (full time employees) are needed to handle the amount of work done per month for a board and/or project type.

Filters for the Report

The report can be filtered on:

(1) A date range (either custom or using Quick Select)

(2) Expected FTE Utilization - The % of time your members should be involved in client facing activities (usually between 70 - 80% of their time)  Example: if Expected FTE Utilization is set to .75 or 75%, the member should be spending 6 hours a day on client facing work (based on an 8 hour day).
1.0 = 8 hour day

(3) Ticket Statuses - All are selected if no boxes are checked. When box(es) are checked, only those ticket statuses are shown.

(4) Boards - All are selected if no boxes are checked. When box(es) are checked, only those boards are shown.

(5) Members - All are selected if no boxes are checked. When box(es) are checked, only those members are shown.

(6) Project Types - All are selected if no boxes are checked. When box(es) are checked, only those projects are shown.

Body of Report

The report shows monthly FTEs for each Board and Project Type selected. In the example below, four Boards and three Project Types were selected.  

The report shows the total FTEs per month for each listed Board and Project.  For a more detailed breakdown, click on the pie chart for an individual Board or Project Type to see a Breakdown of Type, Month, Tickets, Hours, Ticket/day, Hours/day, and FTE.   Board 51 in the example below decreased dramatically in FTEs from 2019 to 2020.

The last row contains monthly totals for all Board and Project Types selected.