The Members/Utilization Hours report allows the customization of member utilization over any number of days.  The concept of utilization is included in the Members/P&L by Period report and Members/Profit & Loss report. In these two reports, the utilization is calculated by taking the customer time and dividing by the available time. In the Utilization Hours report, more options are included to customize the way your company calculates utilization.

MSPCFO realized that for utilization there are many ways to define the calculation. The report has been expanded to allow a number of different options to defining this analytic.  You can customize the columns that are available to only see the appropriate calculations:

• Gross available hours: business days multiplied by daily available .
• Net Available hours: Goss available less excluded work types (e.g. PTO, holiday, sick leave, etc.). These work types are times when the engineer is being paid, but is not available for client work.
• Realized hours: All non-admin time (note: in the previous version of the report, this was referred to as Utilization hours).
• Logged Hours: hours logged in the PSA.
• Utilized hours: hours for which the work type has the Utilized flag checked.
• Billable hours: hours that are marked as billable.

The report can be found in the Members tab.

 The report can be filtered by:

1. Date Range - The report looks at member time in the date range. Select by day or select a range of days in the Quick Select.

2. Select columns to show in report - Customize the report to only select the columns that are relavent to the way your company calculates utilization. The default columns are (Name, Gross Available Hours, Net Available Hours, Realized Hours, Realized % ----- these ore the same columns from the original version of the report).

3. Work Roles - The filter selects only members who have these work roles. You can select one or a combination of work roles. If the filter is not set, all of the work roles are included. The work role is set in your PSA in the Member tab.

4. Excluded Work Types - There may be some work types that you do not want included in the Gross Available Hours. These work types may be time that is being paid for by the MSP, but not really available for client-facing work (i.e. vacation, sick time, etc.). You can exclude one or more in this filter. The time will decrease the Gross Available Hours to equal the Net Available Hours. The filter will not change the Utilized hours, but will alter the Utilized % (Utilized / Net Available Hours)  because the Net Available Hours will decrease. If the filter is not set, all work types are included.

5. Reports To: Only show engineers that report to certain managers. Choose one or a multiple of managers. If none are selected all engineers are shown.

6. Include Internal Technical Time in Realized Time - The utilized or realized time will include work for any work type that is designated Internal Technical in the Lookup/Work Types table  for Internal clients that have been set up in the Lookup/Internal Clients table.

7. Ignore Members With 0 Realized Hours - When the total time a member has in realized hours is zero ---- no client facing time (i.e. looking at a week when the member is on vacation so there are zero realized hours)  the averages are distorted. Setting this filter excludes this member for the time period. If the time period is a month and the member has one week of vacation in the month, then the hours that are realized are part of the averages.

All members who meet the criteria of the filters will be listed on the report.

The body of the report has multiple ways of defining 'utilization'. You can customize the report to only include the columns that are appropriate for you and your company:

1. Member name - any member that has a daily capacity > 0 and is included in the Work Roles filter.

2. Work Role - Work Role of the member.

3. Gross Available Hours - for the number of work days (M-F) included in the date range, the available hours are based on the daily capacity provided from the PSA times the work days.

4. Net Available Hours - Available Hours minus any time that is spent on the Excluded Work Types from the filter.

5.  Realized Hours - All non-admin time. The time spent on client work. If Include Internal Technical is checked, Internal Technical Time is also included in the hours.

6. Realized % - Realized Hours/Net Available Hours.

7. Logged Hours - Total hours in the PSA.

8. Logged Hours % - Total hours/Gross available hours.

9. Utilized Hours - Hours for which the work type has the Utilized flag checked.

10. Utilized Hours % - Utilized hours / net available hours

11. Non-Utilized Hours - Hours for which the work type does not have the Utilized flag checked.

12. Non-Utilized Hours % - Non-utilized hours / net available hours

13. Billable Hours - Hours that are marked as billable.

14. Non-Billable Hours - Hours that are marked as non-billable.

15. Billable % - Billable Hours/Net Available Hours.

The bottom row is a summary of totals and averages: