Utilization hours (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Control tab, in the Monitor group, click Hour utilization.

–or–

Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Control tab, in the Monitor group, click Hour utilization.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Project control group, click Hour utilization.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Project control group, click Hour utilization.

Use this form to calculate the hour utilization rate for projects.

Note

If a worker has been loaned to a related legal entity for project work, the project hours that they enter for its projects are reflected in this utilization rate calculation. Workers can be loaned to other legal entities only if intercompany timesheet support has been enabled for your legal entity.

The hour utilization rate is displayed as a percentage that shows how the hours that are allocated to projects are being used.

The efficiency rate is shown as a percentage. The percentage indicates how efficiently the company uses hours on projects.

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Calculate

Calculate the hour utilization rate for workers.

Transaction

Open the Hour transactions form to view actual hour transactions.

Forecast

Open the Hour forecasts form to view the forecasted hour transactions.

Export to Microsoft Excel

Export information from the form into Microsoft Excel.

Fields

Field

Description

Type

Select whether to calculate the utilization rate based on the billable rate or the efficiency rate.

Worker period

Select the period for which you are calculating the hour utilization rate.

From date

Enter a starting date for the hour utilization calculation.

To date

Enter an ending date for the hour utilization calculation.

Actual vs. budget

Select whether to calculate actual hours or budgeted hours.

Forecast model

If you selected Budget in the Actual vs. budget field, select the forecast model that was used when the budget was created.

Consumed hours

View the actual consumed hours that are included in the calculation.

Not included hours

View the actual number of hours that were not included in the calculation.

Included hours

View the actual number of hours that were included in the calculation by using the percentage as the denominator in the calculation.

Burden hours

View the actual number of burden hours that were included in the calculation.

Utilization hours

View the actual number of utilization hours that were included in the calculation.

Utilization rate percentage

View the utilization rate percentage based on the hour calculation.

See also

About utilization rates

Update worker periods (class form)

Reserve a specific worker for a project

Key tasks: Assign workers to projects based on availability

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).