Effective Utilization Reporting in SuiteProjects Pro

Are you struggling to get meaningful utilization data out of SuiteProjects Pro? In our latest Power-Up Series video, Ronn Breaux, CEO of Top Step, shares the tips and tricks his team uses every day when helping professional services organizations build accurate, on-demand utilization reports. Because every organization defines utilization differently, this session is packed with practical guidance you can tailor to your own setup.

Key Takeaways:

• Understand why entity tags are essential for accurate utilization and how to use them to track employment status, department changes, and date-range filtering 
• Learn how to set and stair-step individual target utilization percentages so you can quickly compare actuals to expectations across your team 
• Explore the most common approaches to tagging billable hours — including task types and time types — and when to use each 
• Discover how custom calculations let you define your own utilization formula, whether you include or exclude holidays, PTO, or base work schedule hours 
• See how to build and validate utilization reports and dashboards that users can self-serve at any time

Whether your team tracks strictly billable hours or uses a more nuanced productivity model, SuiteProjects Pro has the flexibility to support it. This Power-Up Series session will walk you through the setup decisions, calculation options, and reporting features that make the difference between a utilization report that confuses and one that drives decisions. Join us to build the reporting foundation your professional services org deserves.

Have not had a chance to watch the video yet?  You can watch it here.