Utilization - Timeline is an overview that gives you a quick and simple overview of both your own teams’ projects, but also all teams’ or employees’. All views are listed from unutilized to more and more utilized consultants. You see the cumulative employment rate of the ongoing projects. The timeline can be shown multiple ways. You can choose to view a list based on your teams (you are then posted as responsible of the team), all teams or on all employees.
Click on the arrow by the team to open up the team.
You can also choose to show the overview based on week, month, or quarterly intervals. If you show monthly or quarterly, remember to extend the date-interval in the overview, by clicking on the filter icon to the right in the picture. Here, you also have the opportunity to filter the based on other chosen criterias. These vary somewhat depending on view.
Booked roles are shown with green color, preliminary booked projects with blue. Oral agreements are shown with orange and extensions with light green color. Click on the pen to quick-edit it the role. You can edit date, extent and price. From here you can easily extend projects. Remember that a project that is extended but is also changed in extent or price, shall be published as a new role for the opportunity to retrieve the correct statistics. Depending on how you work with extension, it can also be required for you to register the extension as a new project to get a separate order value on the extension.
Click on role, project or customer to quickly enter these views to do other changes or add information.