Utilization Rates

Utilization rates
By person / By roles / By user groups / By organizations / By supervisors

Utilization rate report is one of the most powerful and diverse reports in Silverbucket. There are two report types which are "utilization rates" and "invoicing rates". You can choose the report type from the common filters.

Calculating the Data


Utilization rates (and all the others "rates" in Silverbucket) are calculated based on the capacity calculated from the calendar; rates are not calculated based on the person's actual registered hours from the past, for example.

There are three alternatives for the basis of calculating the rates. This is important to understand before choosing the describing filters. The different alternatives are managed through the combination of two switches: "skip absences" in common filters and "absences" in project type filters. Here are the three alternatives for basis of calculating the data with their filtering options as well:

1) Full data without any exclusions (all allocations and full capacity)
= skip absences (common filters) is off and absences (project type filters) is on

2) Absence projects' allocations / actual hours are excluded from the calculation (full capacity)
= skip absences (common filters) is off and absences (project type filters) is off

3) Absence projects' allocations / actual hours are excluded from the calculation from data and capacity
= skip absences (common filters) is on and absences (project type filters) is off

This slider is highlighted in orange in the picture below

Other Notable Filters


Common Filters > 'Use scaled capacity' takes the person's capacity value into account (this capacity value can be adjusted in the Person's Dashboard)

Person type filters > 'Unassigned Roles' only works in the 'By Roles' and 'By Organizations' tabs. By activating this project's unassigned roles are also taken into account.

Report Data Types


Options for deciding how to utilize the data: allocations, realizations (= actual hours) or both allocations and realizations. Silverbucket will use this choice as the base for the reporting and comparison.

Use Cases


You can monitor the utilization or invoicing rate through different viewpoints: persons, organizations, supervisors, roles or user groups. Please read the basis of calculating data and data types sections above and set the base for the report according to the reporting needs. The different viewpoints are:

By person -  the rates are separately on a person level

By organizations - the rates are summed on a organization level

By supervisors - the rate on a supervisor level presents the summed rate of the subordinates of the supervisor 

By roles - the rate of a certain role includes all the particular roles that are assigned to people (note: unassigned roles are excluded)

By user groups - the rate of a user group contains the data and capacity of the people included in the particular user group
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