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      Target Billable Utilization in Keka PSA

      Optimize resource allocation, enhance productivity, and improve project efficiency

       

      TABLE OF CONTENTS

       

      Keka PSA's Target Billable Utilization Report

      Keka PSA's Target Billable Utilization Report is a valuable tool for tracking resource utilization against predefined billable targets. This report empowers teams to make informed decisions regarding resource allocation and project planning.

       

      Key Metrics Provided

      This report enables teams to monitor resource utilization in relation to their billable targets, facilitating more effective planning and resource management.

      • Hours Available: Total available hours for the resource.
      • Billable Hours: Hours actually billed.
      • Billable Utilization %: Percentage of billable hours compared to available hours.
      • Target Billable Utilization %: Predefined target for billable utilization.

       

      To access the report: click on the left navigation bar, select "Projects," then navigate to the "Analytics" section and choose the "Reports" tab.

       

       

      Next, scroll down to the Resource Management section, where you will find the Target Billable Utilization Report.

       

       

      Setting and Viewing Target Billable Utilization

      • Admins: To set the target billable utilization for resources, navigate to the "Projects" section, click on "Resources," and then select "Cost & Availability." Now, click on the three dots in the Actions column and select the "Set Target Billable Utilization" option.

       

       

      The Target Billable Utilization screen will be displayed. Please provide the necessary details in the designated fields.

       

       

      You have the flexibility to set varying targets for different time periods, as demonstrated in the example below.

       

       

      • Resources: Access your individual billable utilization percentage by navigating to the "Me" section in the left navigation bar, and then selecting "Timesheets." Resources will not have access to view the target billable utilization percentage established by their organization.

       

       

      Conclusion:

      Keka PSA's Target Billable Utilization Report is a valuable tool for optimizing resource allocation and improving project efficiency. By tracking resource utilization against billable targets, teams can make data-driven decisions and enhance overall productivity.

       

      To further enhance your understanding of reports, please visit the following link: Reports in Keka PSA