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Utilization Report - Billable Hours vs Capacity

The Utilization page compares billable hours against capacity for each team member over a selected period. It helps you see who is stretched, who has room, and how much of the team’s time is billable.

At a glance

What it isTeam billable hours against capacity
Where to find itFinance > Utilization
Who can use itPeople with permission to view finance
PlanBusiness

What the page shows

Summary figures: Team utilization, Billable hours, Non-billable and Overallocated (a count of members).

The Utilization by Member table:

ColumnMeaning
MemberTeam member
RoleTheir role
Billable HoursBillable time logged
Total HoursAll time logged
UtilizationBillable hours against capacity
StatusOverallocated, Watch or OK

The period uses the same range select as Billable Time. With no members you see “No team members to show.”

What overallocated means

A member is Overallocated when utilization is above 85% of capacity. The cut-off for Watch is not published here.

Example

Marcus has 40 hours of capacity this period and 36 billable hours logged. That is 90%, above 85%, so Marcus shows Overallocated. Moving some work to a teammate marked OK evens things out.

Best practices

  • Act on Overallocated early, because anything above 85% of capacity is flagged.
  • Compare Billable Hours with Total Hours, because a person can be busy yet barely billable.
  • Use workload for planning ahead, because this page looks at time already logged.