Plans: Project Management, ERP. Also available as an add on for the Free CRM or Sales CRM Plans

Permissions: Resourcing

Utilisation rate allows you to view your team's utilisation rate by user. The list displays information from each user:

  • Last name

  • First name

  • Time frame work hours (capacity)

  • Resourced absences/holidays

  • Time available for resourcing

  • Resourced hours

  • Available hours

  • Utilisation rate (%)

You can filter users by team, or search a specific user's utilisation rate by time frame, account or sales pipeline.

View user's utilisation

Resourcing > Utilisation

  1. Select desired filters.

  2. Click Search.

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