Table of Contents
Overview
Default Behavior Without Adjustments
Adjusting Utilization Settings
Schedule Utilization Outside Full Day Time Off
Reduce Utilization By Full Day Time Off
Schedule Utilization Outside Full Day Time Off
Schedule Utilization Outside Public Holidays
Reduce Utilization by Public Holidays
Schedule Utilization Outside Public Holidays
How Does It Work in Practice?
Overview
When creating an assignment and configuring your staffer's utilization on a project based on the Time Frame, you will notice two additional options in the form of checkboxes. Each option expands when selected, allowing you to decide how the utilization hours should be calculated regarding time off and public holidays.
Default Behavior Without Adjustments
If no options (checkboxes) are selected, the tool will assign the exact number of hours entered in the assignment, including time off or public holidays.
Adjusting Utilization Settings
- Selecting the main checkbox enables the system to consider time off or public holidays when scheduling.
- Additional checkboxes allow you to decide whether the system should reduce the total hours assigned or redistribute the hours across working days.
This configuration ensures flexible and precise scheduling tailored to specific requirements regarding time off and public holidays.
Schedule Utilization Outside Full Day Time Off
Reduce Utilization By Full Day Time Off
This option excludes full-day time off when calculating staff utilization. For example, if a team member is assigned 40 hours per week and takes a full day off on a Monday, selecting this option will reduce the weekly utilization for that period to 32 hours. The daily utilization for the remaining working days, however, remains unchanged.
Schedule Utilization Outside Full Day Time Off
This option redistributes the hours assigned for the month, excluding any full-day time off, while maintaining the total hours in the assignment. For example, if you assign 168 hours in a month and a staffer takes one full day off, the system will redistribute those 8 hours across the remaining workdays. Thus, the daily workload will adjust, but the total assignment hours will remain at 168.
Schedule Utilization Outside Public Holidays
Reduce Utilization by Public Holidays
This option excludes public holidays when calculating a staffer’s utilization. For example, suppose a team member is assigned 40 hours a week and a public holiday falls on a Monday. In that case, selecting this option will reduce the weekly utilization for that period to 32 hours. The daily utilization for the remaining working days, however, remains unchanged.
Schedule Utilization Outside Public Holidays
This option redistributes the scheduled hours for the month, ensuring no work is assigned on public holidays while maintaining the total hours in the assignment. For example, if you assign 168 hours in a month with one public holiday, the system will redistribute the 8 hours from that day across the remaining workdays, keeping the total monthly hours at 168.
How Does It Work in Practice?
The number of hours you entered will remain unchanged in the assignment settings at the bottom. However, in the financial summary of the assignment at the top, you will see that the planned number of hours is reduced accordingly. Check the values under Scheduled - Work to see the adjusted hours.