Utilization Target

Summary

Utilization targets are a measure of expected working and productive hours by worker by day. This fact table is at a detailed level to simplify utilization reporting over any time period.

Utilization targets are a Projects360 feature that rely on setting up a calendar, working days, applying the calendar to a worker, and setting up the worker’s utilization targets.

Dynamics 365 Menu Item(s)

• Project management and accounting > Projects360 BI Setup > Utilization targets > Utilization transactions (Button)

Legacy data model’s data entities

• PMBI_deFACTUtilizationTarget

New data model’s data entities

• PMBI_PMIPUtilizationTargetsTransEntity
• PMBI_PMIPUtilizationTargetsEntity
• FNBI_SqlDictionaryEntity

Synapse link approach tables

• PMIPUtilizationTargetsTrans
• PMIPUtilizationTargets
• SqlDictionary
  

Field level functional description

• Currency: The currency in which realization amounts and rates are measured.
• FTEPercent: The Full-Time Equivalent percentage, representing the proportion of a full-time workload assigned as a target.
• ProjTransDateUtilizationTarget: The project transaction date associated with the utilization target, used for time-based analysis.
• RealizationAmount: The actual monetary amount realized, often compared against targets.
• RealizationRate: The actual realization rate, typically calculated as a percentage of revenue or billable hours achieved versus target.
• RealizationRateSetup: The setup or planned realization rate, used as a benchmark for performance.
• TargetTotal_: The total target value (such as hours or amount) set for utilization.
• TargetUtilized_: The portion of the target that has been utilized or achieved.
• UtilizationName: The name or description of the utilization metric or category (e.g., billable, non-billable).
• UtilizationTargetPercent: The target utilization percentage set for a resource, role, or group.
• WorkDayDate: The specific workday date for which the utilization target is set.