Utilization report

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. 

Follow these simple steps to use the Utilization report to its best advantage: 

1. Set up each team member’s work capacity in the Availability calendar. (You can find the detailed instructions here.)
2. Go to the Reports section of your Scoro site and click on Utilization report.
3. 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 specified time frame in days, weeks, or see how much work has been scheduled in months.

View options and filtering

You can use the View options filter which allows you to include or exclude utilization forecast (checked by default). Excluding the forecast allows you to see the actual utilization of your team based on task deadlines, whilst including the forecast gives you a prognosis or an overview of possible utilization. This is based on task start and due dates where the system will automatically divide allocated hours between the selected period.

This way, all high-level resource planning – like outlining project assignments in the Gantt chart – is always reflected in the utilization report without assigning actual time entries or scheduling time in the Planner. 

In the View options, you also have the ability to enable the utilization heatmap. Each cell in the table has a progress bar-like background and color indicator, showing how much of that period is already utilized.

You can also take advantage of multiple additional filtering options. By filtering out different activity types, user or project tags, and project statuses, you can understand your team's utilization even more granularly. 

The Backlog (remaining unscheduled time of tasks with a deadline in the past) is displayed separately next to the user's name in red. The backlog number is clickable and takes you to the filtered task list with task deadlines earlier than the current week.

Hovercard

When hovering on the utilized or remaining hours summary field, you'll be able to see more information about what's taking up your team's time.

The time is grouped by projects for better clarity and the hovercard allows you to quickly navigate to the shown projects.