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Calculation logic

For anyone who wants the exact details: formulas, calculation paths and special cases.

Base formula

Utilization % = (Total demand / Total available capacity) × 100

Total demand = Planned work + Vacancy bookings + Absences

  • Planned work (regular employees only): all project and service-order bookings, info bookings with disposition rate > 0%.
  • Vacancy bookings: assignments without a named person.
  • Absences: holidays, sickness and other absences.

Total available capacity = sum of stored target hours. If target hours are missing for Saturday or Sunday, the day's capacity is taken as the average of the weekdays.

Step-by-step example

5 employees on Monday, 8 h target each → capacity 40 h.

PersonBooking
A8 h project A
B6 h project B
C8 h absence (holiday)
D4 h project C
E8 h project D
Vacancy8 h project D

Calculation:

  1. Planned work = 8 + 6 + 4 + 8 = 26 h
  2. Absences = 8 h
  3. Vacancies = 8 h
  4. Total demand = 26 + 8 + 8 = 42 h
  5. Utilization = (42 / 40) × 100 = 105%

Result: team is 5% overbooked for that day.

Further metrics:

  • Available after planned work = 40 - 26 - 8 = 6 hvacancies (available) = 6 h
  • Free capacity = max(0, 6 - 8) = 0 h (negative capacity is shown as 0; the person is full or overbooked)
  • Missing capacity = abs(min(0, 6 - 8)) = 2 hvacancies (missing) = 2 h

Reading: the 6 available hours cover 6 of 8 vacancy hours. In the chart: 6 h vacancy (available) + 2 h vacancy (missing).

Utilization formulas

QuantityDescriptionFormulaExample
Man-hours (MH)Sum of all planned hours of a person (absolute)= ∑ booking durations on a day2.5 h + 5 h + 1.5 h = 9 h
Man-daysDaily utilization of a person (relative)= (MH / target hours) × 100(9/8) × 100 = 112.5%
Man-days workforceUtilization in day / week / month view= (∑ MH) / (target time × headcount) × 100(8+9+7+10) / (4×8) × 100 = 106.25%
Man-weeksWeekly utilization of a person= (MH1..MH5) / (TA1..TA5) × 100(8+7+9+8+10) / (5×8) × 100 = 105%
Man-weeks workforceUtilization in the year viewlike man-weeks, summed over all peopleWith 2 people: ((8+9)+(8+8)..)/((2×8)×5) × 100 = 102.5%

Weekend work

When no target hours are stored for Saturday / Sunday (recommended) but work still happens, the average of the weekdays is used as the reference. The result is automatically over 100%. Without a booking, the day shows 0% (and is not displayed in the week / month view). The hours feed into the weekly utilization of the month and year views.

Example:

(h)MonTueWedThuFriSatSun
Planned work81068840
Target time8888800
Daily utilization100%125%75%100%100%150%0%
  • Saturday: weekday average = 8 h. 1 + (4/8) = 150%.
  • Sunday: no booking → 0%.

Special cases

  • Weekends: any booking results in utilization above 100% because no target time is normally stored.
  • Part-time: the level of employment is currently not factored in directly. Best practice: top up the reduced level to 100% via absences.
  • Temporary staff: shown separately and not counted toward the utilization of the regular workforce.