How Absence Affects Individual Utilization
Absence is treated as 100% utilization in the Planner Overview.
For example, if a person is assigned at 80%, has 100% employment, and is fully included in a team, their cumulative utilization is 80%. If the person registers an absence—such as a week of vacation spanning two forecast periods—their utilization will increase during those weeks due to the absence being counted as 100% utilization.
The calculation is performed as follows:
Assignment 80% of 100% Monday and Tuesday, 100% utilization Wednesday-Friday, which gives a cumulative coverage of 95% for the week.
100% utilization because of vacation Monday-Tuesday then again assignment 80% of 100% Wednesday-Friday which gives the cumulative utilization of 90% for the week.
The vacation is shown with a gray line during the time interval it was ongoing. See visualization in Planner - Forecast by clicking on the arrow by the employee name.
How the Average Utilization is Calculated
At the bottom of the utilization view for each individual, an average value is shown. This average includes only individuals who are active and have no registered absence (i.e. shown in grey). People who have not yet started or are fully absent during the selected period are excluded. However, individuals with 0% utilization but without registered absence are included in the calculation.
For example, Sandra is excluded from the average calculation, while Robert and Rosanna are included.
The aggregate calculation for the team takes into account holidays and thus reduces the employee's utilization in the total rate for the team.
If a co-worker takes a full week of vacation, this will be shown within grey when the person is absent the entire period.