Learn how to view employee utilisation rates.
Content
View user's utilisation
Description
Utilisation rate allows you to view your team's utilisation rate by user. The list displays information from each user:
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Last name
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First name
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Time frame work hours (capacity)
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Resourced absences/holidays
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Time available for resourcing
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Resourced hours
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Available hours
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Utilisation rate (%)
You can filter users by team, or search a specific user's utilisation rate by time frame, account or sales pipeline.
Plans: Project Management, ERP. Also available as an add on for the Free CRM or Sales CRM Plans
Permissions: Resourcing
View user's utilisation
Resourcing > Utilisation
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Select desired filters.
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Click Search.