Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, resource managers, studio managers
Dashboard Explained
Firm-wide utilisation, leave, and missing-hours summary across all offices. Resources Overview is the starting point for any resourcing conversation — it shows whether the firm's people are recording their time properly and working at the right level, right now.
Updated in Insights Pro: The core utilisation/leave concepts existed in Analytics Plus (People Beta showed near-identical Hours & Utilisation % tiles and trends); this page adds Missing Hours tracking and has been substantially redesigned for Insights Pro.
How to use it
Open Resources Overview at the start of each week to confirm utilisation, leave, and missing hours are all in expected ranges. If Missing Hours % of Expected is below 100% for a slice, that slice hasn't finished entering timesheets — chase before relying on other Resources dashboards for that data. Use the Casual and Chargeable toggles to isolate whether a utilisation dip is coming from casual staff or non-billable roles specifically, rather than a genuine firm-wide trend.
Understanding your data
Key Fields | How it's Calculated |
Utilisation % (Month) | Total Project Hours ÷ Total Hours (including leave), for the current month, with a Prior Year comparison trend |
Utilisation % (FYTD) | Same measure, financial-year-to-date |
Leave Hours | Total leave hours recorded, with % of Total Hours and a Prior Year comparison trend |
Missing Hours | Hours expected but not yet entered in timesheets, with % of Expected shown by slice in a table |
Headcount / FTE | Headcount and FTE count, trended monthly, split by Chargeable Yes/No |
Utilisation % by Slice | Utilisation %, FYTD basis, ranked by the selected Slice By dimension |
Leave Hours as % of Total Hours by Slice | Same measure, by slice (including current week) |
Visuals
Utilisation % trend (with Prior Year overlay)
Leave Hours trend (with Prior Year overlay)
Missing Hours % of Expected by Slice (table)
Utilisation % by Slice (bar)
Leave Hours as % of Total Hours by Slice (bar)
Headcount by Month (stacked bar, Chargeable Yes/No)
Filters
Office: filter by office
Team: filter by team
Reports To: filter by the director/lead staff report to
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Active: Yes includes only active staff; No includes only inactive staff
Casual: Yes includes only casual staff; No excludes casual staff, showing permanent staff only. Casual status is derived from the staff member having no staff calendar entries
Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only. Chargeable status is derived from the staff member having a utilisation target set
Last Month / This Month: quick relative-period selector