Utilization setup and management

Utilization - the number of hours billed by the user within client projects. Utilization is used to calculate various financial indicators of the company's performance.

Setting up individual user utilization

To set up planned utilization, a specific employee needs to go to their profile in the system: Settings > Team > Employee.

While on the Employee page, click "Edit" and go to the "Planned utilization" tab in the new window.

On the "Planned utilization" page, set the employee's billing plan per day, the number of days in the calendar year accepted as working, and the employee's default rate. After entering the necessary parameters, save the specified parameters.

Users with the "Professional" tariff plan can set multiple default bids in different currencies. You should click on the "+ Add" button to do this.

The "Scheduled utilization" set by the administrator will be available to the user for viewing on the main Dashboard. In the "Utilization" circle, the user can receive visual information about their utilization plan implementation for the day, month, and year.

Setting up organization-wide utilization

To set up organization-wide planned utilization, you must go to the "Billing preferences" page in the system: Settings > Billing preferences.

You can read more about payment settings and default rates HERE.

Organization-wide utilization and its planned and actual indicator per day, month, and year will be available for viewing by the administrator on the main Dashboard in the "Firm Dashboard" tab. Please note that when individual utilization plans are set for employees, organization-wide utilization will be calculated as the sum of planned indicators.

How to invite employees to the system - read.

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