We can set up how time entries are classified by default when resources enter time against projects they work on. This determines how project time is entered and used in calculations for project utilization and productivity.
Time that resources enter against a project can be classified as utilized time, productive time, and/or exempt. This helps you accurately calculate utilization and productivity for resources on projects.
The classification of time as utilized, productive, or exempt is sourced from the setting on the project record.
Note Time that is entered against a customer without a project is set as utilized and productive but not exempt, by default. Time entered without a customer is not utilized, not productive, and not exempt.
To give you flexibility to manage projects, you can control the settings for how resource utilization is calculated for both the numerator and denominator.
To classify time entered on project records:
- Go to Lists > Relationships > Projects.
- Click Edit next to a project in the list to open the record.
- Click the Preferences subtab.
- Check or clear the following boxes to set these defaults:
- Classify Time as Utilized
- When this box is checked, time entered on this project is marked as Utilized time by default.
- Classify Time as Productive
- When this box is checked, time entered on this project is marked as Productive time by default.
- Classify Time as Exempt
- When this box is checked, time entered on this project is marked as Exempt time by default.
- Any time that should not be included in the denominator of utilization calculations should be identified as exempt.
- Click Save.
When you save these time settings for each project, they are used for all time entries associated with the project.
The following are available time classification data that are displayed in the Utilization by Resource Reports.
- Exempt hours
Time that should not be considered for utilization calculations in either the numerator or the denominator. Time included in this category generally includes vacations and holidays.
There are many variations of ways companies determine what should be included in the Net Time that constitutes the denominator. Exempt time can provide flexibility in this area. Any time that should not be included in the denominator can technically be marked exempt in the time entry.
- Net hours
Time that can be utilized for productive activities.
Calculated as: [Available time minus Exempt time.]
- Utilized hours
Time that is directly tied to revenue generation for a project. Examples are billable time or non-billable time on a fixed bid project.
- Utilization
The percentage of utilization for project resources.
Calculated as: [Utilized time / Net Time.]
- Productive hours
Time that is not directly tied to generating revenue, but is important for the project. Examples are time investments for training, pre-sales support, and non-billable support roles.
- Productivity
The percentage of productivity for project resources.
Calculated as: [Productive time / Net Time.]
Customize Time Forms and Customer Records to Classify Time
You can also customize time entry forms to show classification check boxes and then classify each time entry individually.
In order to see how individual time entries are classified on a project, you can customize the list view on the Schedule subtab of the Project record or the Time Tracking subtab of the Project Task record. You can add both the Utilized and Productive columns to either of these lists to view the time classification of individual tasks.