Classifying Time for Projects

You 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.

For more information about utilization and productivity, read Managing Time and Expenses for Project Resources.

The classification of time as utilized, productive, or exempt is sourced from the setting on the project record.

To give you flexibility to manage projects, you can control the settings for how resource utilization is calculated for both the numerator and denominator.

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. For more information on customizing time entry forms, see Creating Custom Entry and Transaction Forms.

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. For more information, see Customizing List Views.

Assess Time Reports

After resources have worked on projects and entered time against them, those time entries classify productive and utilized time according to the settings you have indicated. Then, utilized or productive time entered against a project is used in calculations that appear in the Utilization by Resource Reports. Run these report to make time and expense management assessments about your projects.

General Notices