The Resource Utilization report is based on the following data:
|Data||Object||Required?||Configured by||Configuration task|
|Target utilization||User||Yes||Anyone who has access to user's pofile (Refer to the 5.6 Personal Calendar update limitations setting)||Set target utilization for each user|
Note: Use validation rules to add limitations on who can perfom this task.
|Set capacity/calendar availability for each user in user's calendar|
|Assigned work||Work item||Yes||Project manager||If not previously assigned, assign work to users at project, milestone, or task level.|
|Time reported via Timesheets||Work item||Yes||User||Report time via Timesheets for a work item
Note: By default, To-do tasks are considered as billable work, as a result, time reported against a To-do task is displayed in the Billable actual column.
|Resource utilization categories||Work item||No||Administrator (defines available values)
User (selects for a work item)
|Configure resource utilization categories
Note: If a user reports time for a work item with no category selected, in the Utilization report, the time is displayed in the Actual NA column.
Note: If categories already exist in your organization (for example, as a name of a project, a custom field, etc.), you must migrate the existing categories to the new field in order for them appear in the report.