Utilization Rates

Utilization rates report is one of the most powerful and diverse reports in Silverbucket. The report type can be selected from the Common Filters:

- Utilization rates
- Invoicing rates



Calculating the Data



The three most widely used combinations through the filters are listed below. This is an important part of understanding how the capacity is calculated and whether or not the absences are taken into account, for example.

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 and actual hours are excluded from the calculation
= skip absences (common filters) is off and absences (project type filters) is off

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

Other Notable Filters


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

Person type filters > Unassigned Roles only works in the By Roles and By Organizations tabs. Activate this filter to include unassigned roles in the calculations.

Report Data Types


Decide which data is shown in the report:

- Realizations (= actual hours)
- Allocations
- Allocations and realizations (= actual hours)

Use Cases


You can monitor the utilization rates or invoicing rates from different perspectives:

By person =  utilization/invoicing rates on a person level

By roles = utilization/invoicing rates for the people with the selected role (unassigned roles are excluded)

By user groups = utilization/invoicing rates of a specific user group

By organizations = utilization/invoicing rates summed on an organization level

By supervisors = utilization/invoicing rates for the subordinates of selected supervisor

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