Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Utilization Target Sheets

Create Utilization Target Sheets

You can create utilization target sheets to track the estimated productivity of project workers against their scheduled hours.
You can define utilization targets to benchmark workers for:
  • Performance.
  • Project staffing.
  • Workforce planning.
  1. Access the
    Create Utilization Target Sheet
     task.
  2. As you complete the task, consider:
    Option Description
    Company
    You can create only 1 utilization target sheet for a company. You can, however, assign multiple companies to a utilization target sheet.
    Effective Date
    You can past-date the effective date.
    1st Priority
    2nd Priority
    Workday evaluates the utilization target of project workers by priority.
    Example: The
    1st Priority
     is
    Worker
     and the
    2nd Priority
     is
    Utilization Target Rule
    . Jane Smith has 2 potential utilization targets:
    • An individual utilization target of 85%.
    • A utilization target rule for California employees with a value of 90%.
    Workday returns a utilization target of 85% for Jane.
    If Jane doesn't have a utilization target on the
    Worker
     tab, Workday retrieves a value from the utilization target rule.
    If Jane doesn't have a utilization target on either the
    Worker
     tab or the
    Utilization Target Rule
     tab, Workday can't retrieve a value for her.
  3. As you complete the
    Utilization Target Rule
     tab, consider:
    Option Description
    Utilization Target Rule
    A category of workers with the same productivity targets. Workday determines the available categories using project cost rate rules.
    Workday generates utilization targets by sequentially processing the utilization target rules on your list, starting from the top.
    Example: When a worker belongs to more than 1 utilization target rule, Workday derives the value from the first rule in the sequence.
    Utilization Target %
    The percent of productive time you expect the project resources to work.
  4. As you complete the
    Worker
     tab, consider:
    Option Description
    Worker
    You can only add workers from the companies you select for the target sheet.
    Utilization Target %
    The percent of productive time you expect this individual to work.
  • Run the
    Utilization Targets for Workers - Monthly
     report. You can compare the utilization target percent for project workers with their scheduled hours and target utilization hours.
    To view data in this report, you must select the
    Run Project Worker Days Job
     check box in the
    Edit Tenant Setup - Financials
     task.
  • Use the
    targetsheet
     search prefix to find an existing target sheet to view or edit.