Schedule: Heatmap Calculations

Here you will find the more technical description of both Planned and Actual Calculations

 

Time to read: 5 minutes

Looking to find out more about schedule terminologies? See this article.

Main takeaways:

  • There are two types of schedule calculations: planned and actual
  • Heatmap calculation is based on allocation (either Project or Task) on projects or tasks for past and future
  • On the company level, in your Admin settings, you can select either Planned Calculations or Actual Calculations. See the screenshot below.
    Note: You can switch the settings back and forth 
    resource mngt

 

Project Allocation Calculation

This calculation differs depending on the period you are viewing, e.g., past time or future time.

Note: Today is calculated with future time. 

 

Viewing past time: the heatmap number is calculated from registered hours

Viewing future time: is calculated based on the allocation hours over a period of time

 

Non-Project time

Viewing past time: the calculation is based on time registrations

Viewing future dates, takes into consideration the allocation 

  • Internal time:  i.e. trainings, meetings, conferences, etc. 
  • Time off: sick leave, paternity, vacation, etc.

The Time off Calculation work the same as internal time, only it does not add to a team members capacity/utilization, it is subtracted.  

Please keep in mind that a Team Member must always be assigned to a project in order for the project to contribute to the person's utilization. 

Color Scheme

Green when the user is perfect or under-allocated
Red when the user is over-allocated
White when the user is not assigned

 

Task Allocation Calculation

Task Allocation projects are calculated based on the estimation of the task, e.g., the projected number of hours it will take to complete the task. This is constant for both past and future time in the heatmap.

 

Non-Project time the calculations are based on non-project time allocations.

  • Internal time:  i.e. training, meetings, conferences, etc. 
  • Time off: sick leave, paternity, vacation, etc. 

The Time off Calculation work the same as internal time, only it does not add to a team members capacity/utilization, it is subtracted.  

 

Color Scheme

Green when the user is perfect or under-allocated
Red when the user is over-allocated
White when the user is not assigned