Purpose
To track and evaluate how staff members allocate their time over an entire work. year against a standard 2080-hour baseline (40 hours per week x 52 weeks). This gives leadership a full-year picture of utilization, capacity, and resource distribution.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | Staff Utilization |
Function | Capacity |
Parameters | 2080 Hours |
Need-to-know Glossary of Terms
Time Entry User Name - The name of the team member who logged time.
Time Entry Start Date - Starting timestamp of time entry duration.
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Task URL - Clickable link for a specific task record.
Time Entry Hours - Length of time entry.
Annual Work Hours parameter - Value of ‘2080’ to represent a 2080-hour work year.
Remaining Hours formula - Calculated by taking the parameter of 2080 hours and subtracting the sum of the time entry hours for the year.
Annual Work Hours - sum ( Time Entry Hours )
Report Structure Overview
Parameter - Value equal to the number 2080 (used to be a placeholder for a 2080 hour work year)
Row- Time Entry User Name
Expanded Row Level 2- Client Name
Expanded Row Level 3 - Task Name
Columns - Time Entry Start Date yearly
Values - Logged Hours (this is the data point Time Entry Hours)
Values - Remaining Hours formula
Suggested Modifications
Does your firm work more than 2080 hours a year?
Update the 2080-hour parameter to another number by simply selecting the parameter bubble and adjusting the number.
Primary Use Case Scenario
At year end, Partners use this report to verify whether staff are meeting expected annual utilization (close to 2080 hours and quickly identify underutilization or overtime trends.
Actionable Insights
Quickly identify staff who are consistently over or under the annual baseline and insights into how client demand drives workload distribution, informing pricing, staffing, and resource allocation.