Workload
Workload
You can find Workload in the section Your Company -> Workload.
The Workload report shows us how many hours we have already worked and possibly how many are still available to us.
Optimal team workload management and maximizing the ratio of billable vs. non-billable hours have a huge impact on your company's profitability. It is important to monitor and optimize these data regularly.
Workload Report
The Workload report consists of three separate parts, which we will explain step by step.
Workload of People in the Company
The first part of the report shows us what company capacity we have and how much work we have for the team.
When hovering over the chart, more details are displayed.
Number of Monthly Contracted Hours
In the chart, this number is represented by the first, gray bar.
It is derived from the sum of Monthly Contracted Hours that we have available in the company for the given month and the number of tracked hours of hourly paid individuals. This is the total capacity that we can utilize (we do not work with forecasted hours for hourly-paid individuals because this number is not available in Costlocker).
Tracked Hours
The number of hours that people have already tracked in the given month. (This is the sum of Billable and Non-billable hours). In the chart, it is displayed as the dark blue + light blue bar.
Billable
Hours that individuals have worked in this month and are marked as billable. In the chart, represented by the dark blue color.
Non-billable
Hours that individuals have worked in this month and are marked as non-billable. In the chart, represented by the light blue color.
Remaining Estimates
The remaining estimates cover the sum of all hours that should still be worked in the given month. That is, the sums of "unspent" estimated hours in projects that are supposed to be completed in the given month. In the chart, represented by the light yellow color.
The percentages on the right side of the pop-up window are always relative to the Number of Monthly Contracted Hours.
Tracked Hours / Monthly Contracted Hours
The following chart shows us how efficiently we are utilizing the capacities we have available in the company.
The chart shows what percentage of the capacity we had available in the given month we have utilized. Capacity here is calculated as the Number of Monthly Contracted Hours—the explanation is described above.
In our example, we see that in the month of November we utilized 0% of the monthly contracted hours. The yellow color on the month always indicates which month is current. In our case, it's December.
Hovering over the chart displays specific numbers of contracted hours, and the number of billable and non-billable hours. As elsewhere in the application, light blue represents non-billable and dark blue represents billable hours.
Remaining Estimates / Number of Monthly Contracted Hours
The third chart of the report shows us what percentage of hours remain in estimates relative to the Amount of Monthly Contracted Hours. So if we work all the planned hours in the given month, the number will be 0%.
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