Table of Contents
Availability Report Use Cases
Navigating to the Availability Report in Foresight
Preparing Availability Report
Exporting the Availability Report
Glossary
Availability Report Use Cases
Anyone running a business should know the saying, “Time is money.” You must plan your staffers' work schedules as efficiently as possible to achieve success and stay within your budget. Checking in periodically on your team members' availability is crucial to making the right decisions about assignments and utilization. In Foresight Connect, you can quickly check your staff availability by creating an availability report. This report is vital for controlling, predicting, and restructuring your organization’s resource planning strategy.
Navigating to the Availability Report in Foresight
| Log in to the Manager Role Account ➡ Find the Reports Tab on the left navigation bar and click ➡ Go to the Availability Report |
Get to the exact location by clicking the Reports sidebar tab and then clicking Availability.
Preparing Availability Report
To prepare an Availability Report, follow these steps:
- Add Filters
Learn more about filtering in the article.
- Configure Time Frame
- Set Up Data Granulation
- Type Monthly Availability in %
- Select Types of Assignments you want to include
- Click the Prepare Report button
Below, you will find a detailed description of the report generation process:
First, click the Calendar fields at the top left of your screen to select the date range for which you want to download data. Then, use the View field to set a view type. There are two available options: per month and week.
In the settings, you will also find a very important parameter. This parameter is important because it lets you specify the employees you want to see in your report based on their availability percentage. For example, if you put 60 in this field, you’ll only see employees whose availability is 60 percent or higher in your report. Note that the percentage in this field represents availability by month, not by week. You can also filter by People and Project attributes. After clicking the Prepare Report button, you’ll receive the key data. You’ll see a bar graph and a table displaying the data you elected to see in your report.
Exporting the Availability Report
Click the Export Data button at the top of your report table to export this data as a CSV or XLSX file.
Glossary
The data in your report and specific calculations are hidden below. You will find the main parameters and explain how they were calculated. We’ve defined a few terms you’ll encounter when creating an Availability Report and reading about these parameters. If you have questions on any terms not described below, look at the Foresight Connect Glossary.
Available capacity: In an Availability report, this parameter answers the question of how many hours you can bill a client for. It pulls from the people on your list and a given period of your choosing. It only shows people who are 100 percent available in your set period. The data is based on assignments. To appear in this report, a person must have a minimum level of availability in at least one of the filtered months. You can set this level of minimum availability by adjusting the specified parameter.
Capacity: The maximum amount of work that can be completed in a given period. It’s calculated by multiplying the number of working hours a day by the number of working days in a selected period.
Contractor: A person with an hourly salary based on the number of hours they log.
Staffer (under Contract Type): A person with a fixed monthly salary regardless of the number of logged hours. The Employee contract type includes both employees and B2B contractors.