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, headcount and capacity summary across all offices. Resources Overview is the starting point for any resourcing conversation — it shows whether the firm's people are working at the right level and where capacity or pressure exists right now.
How to use it
Open Resources Overview at the start of each week to confirm utilisation is tracking to target. If chargeable utilisation is below target firm-wide, identify whether the cause is low project demand or high leave. If it's concentrated in one office, use Utilisation Heatmap to pinpoint which staff or roles are under-utilised. If utilisation is consistently above target, that's a capacity risk — cross-reference with Capacity Planning to see when pressure is expected to peak.
Understanding your data
Key Fields | How it's Calculated |
Chargeable Utilisation % | Chargeable hours recorded divided by available hours (contracted hours for the period). Shows the percentage of available time being spent on billable work |
Total Utilisation % | Total productive hours (chargeable plus non-chargeable productive time such as business development and internal projects) divided by available hours |
Available Hours | Contracted working hours for each staff member in the period, accounting for leave and public holidays |
Headcount (FTE) | Full-time equivalent count of active staff in the period, based on contracted hours |
Chargeable Hours | Hours recorded against chargeable project stages in timesheets for the period |
Target Utilisation % | The firm's or office's set utilisation target. Used as a benchmark line on utilisation charts |
Filters
Period: Date range selector
Office: Filter to one or more offices
Role / Grade: Filter to a specific staff classification