The Staff Planner can display usage data metrics about you staff, departments, locations, project as and more.  The following metrics can be displayed:

• Hours
• Days
• Percentage
• Head Count (FTE)

Tip: Over allocations are displayed with red colored cells to alert you that there are problems.  This means that staff have been over allocated onto bookings, activities or tasks.

Click the Units menu to set the usage data metric you wish to see.

Hours

Click the Hours unit to see all duration values represented as hours.  This includes any duration values displayed on tooltips and within cells.

Days

Click the Days unit to see all duration values represented as days.  This includes any duration values displayed on tooltips and within cells.

Percentage

Click the Percentage unit to see the utilization percentage displayed in cells (when you have Usage also displayed).  The utilization percentage tells you how much the staff, department, location, etc. is being utilized.  This is a good measure of the load on staff, departments, locations, etc. 

Example: If a staff cell has a utilization value of 100%, then the staff is being fully utilized and has no spare capacity to take on extra work. 

Example: If a department cell has a utilization value of 60%, then the department is only being utilized at 60% of its total capacity and it has 40% spare capacity to take on extra work. 

Example: If a location cell has a utilization value of 200%, then the location being over utilized (or over allocated) by 2 times.  This represents a risk to the company and it should be addressed.  It has no spare capacity to take on extra work.

Head Count (FTE)

Click the Head Count (FTE) unit to see the required head count (or full time equivalent) displayed in cells (when you have Usage also displayed).  The head count tells you how many staff are required for the staff, department, location, etc..  This is a good indicator how many staff are required to complete the scheduled work. 

Example: If a staff cell has a head count value of 1, then it means that one staff is required to do the work.  This is fine since the staff can handle this. 

Example: If a department cell has a head count value of 5 and the tooltip shows availability of 10 staff, then you know that the department has capacity to do the scheduled work and there are no problems that need to be addressed. 

Example: If a department cell has a head count value of 13 and the tooltip shows availability of 10 staff, then you know that the department has exceeded its capacity by 3 staff and there are staffing problems that need to be addressed.