You can officially eliminate the last spreadsheet from your team’s time management. With the Utilization report, you’ll see exactly how much of your team’s time is scheduled, available, and used efficiently per three weeks or a quarter.
Follow these simple steps to use the Utilization report to its best advantage:
- Set up each team member’s work capacity in the Availability calendar. (You can find the detailed instructions here.)
- Go to the reports section of your Scoro site and click on Utilization report.
- Select the users and a time frame you’d like to get reporting on.
The Utilization report gives you information on how much of your team’s time has been used, planned, or left unscheduled.
To get better and better at forecasting, compare your team members' workload for the next three weeks or see, how much work has been scheduled for the next quarter.
You can use the View filter which allows you to include or exclude unscheduled tasks with a deadline (checked by default). Excluding unscheduled tasks allows you to see the actual utilization of your team, whilst including unscheduled activities gives you a prognosis or an overview of possible utilization.
You can hover on the numbers and links to see what they consist of.
Plus, the Backlog (remaining unscheduled time of tasks with a deadline in the past) is displayed separately. The backlog number is clickable and takes you to the filtered task list with task deadlines earlier than the current week.
Note! Only a task deadline will affect whether the task is displayed in a given period.
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