Reference
Look up resource requirements, scheduling controls and staff capacity terms.
By Ben1 author7 articles
- Project task resourcing referenceLook up task resource requirements, assignments, scheduled hours and actual time.
- How Insights Billable utilisation is calculatedHow Insights Billable utilisation treats tracked delivery time, schedule capacity, missing timesheets, and the live current-month window through yesterday.
- How Insights shows the current month and forecast revenueHow Insights treats the current month through yesterday, when forecast tiles appear, who can see them, how to customise your own dashboard layout, and the Revenue, time and costs chart.
- How Insights attributes Revenue per primary roleHow Insights Revenue per primary role uses live Staffing holders; keep PMs after completion; Projects staff filters stay active-only; free-text search is not assignee search; close-out and process-task options for…
- How Insights Work in progress differs from Active WIPWhat the Insights dashboard Work in progress table shows (POC WIP, top 10, period ignored), how Active Work In Progress differs, and why there is no combined month-forecast plus WIP…
- How Insights Net revenue and outstanding amounts are calculatedWhat Net revenue, outstanding and overdue mean on the Insights dashboard, and which company invoices and credit notes count toward.
- Staff resourcing views and capacity referenceGlobal Resourcing views, milestones, capacity terms, Staff Capacity Standard, who appears on staff reports, Capacity Utilisation averages, grouping utilisation reports by team or primary role, and holiday regions.