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Finance | Project Operations, Human Resources, ...
Suggested answer

Resource utilization stuck at 0%

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Posted on by 187

My Resource Utilization view remains at 0% for everyone.

I've got Target Utilization set, Role set to chargeable and a default role set for each resource. Everyone is submitting time, which is chargeable and it is being approved.

What else am I missing?

I've read about the Fixed Price vs Time & Materials but don't know how I change this. We also don't use the Project Contract functionality. 

Any help much appreciated!!

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  • Suggested answer
    Matthew Lazowski Profile Picture
    3,163 on at
    RE: Resource utilization stuck at 0%

    As far as I understand it doesn't work even if you follow these steps:

    To see past week resource utilization charts on the resource management dashboard, you need to run the “UpdateRoleUtilization” workflow manually

    To run the workflow manually:

    1.       Go to Project Service > Settings > Batch Jobs.

    2.       Select the Utilization Chart record and click the RUN WORKFLOW button.

    3.       In the lookup dialog, select UpdateRoleUtilization, click Add, and then click OK.

    The 7 day batch job is for the calculation of the aggregation entity that is used by the "utilization by role" chart on the PM and RM dashboards. The utilization on the utilization grid is not driven by that job and should be near real time.

    Prerequisites for the chart to show info correctly are below:

    - Resource Utilization shows what has happened in the past. I.e. approved time entries.

    - Target Utilization must be set for a resource.

    - Project Contract must exist and have a Time and Material line (FP not working for utilization is a bug which will be fixed at some point in future releases).

    - Role is to be Chargeable and thus billing type must be Chargeable at time entry approval.

    - Default role must be set for a resource. This is mandatory for both D365 as well as for the PowerBI solution templates.

    Quite a colourful picture here though:

    docs.microsoft.com/.../faq-utilization-view

    Try looking for discussions on the same topic:

    community.dynamics.com/.../dynamics-365-psa---resource-utilization-view-not-showing-booked-tasks

  • Suggested answer
    Fannie30 Profile Picture
    2,990 Moderator on at
    RE: Resource utilization stuck at 0%

    That is the issue....you can only get it to work if you use contract, contract lines, contract line details.

  • Chickyd Profile Picture
    187 on at
    RE: Resource utilization stuck at 0%

    So there's nothing I can do to make it work for me?

  • Suggested answer
    Matthew Lazowski Profile Picture
    3,163 on at
    RE: Resource utilization stuck at 0%

    Resource utilization calculations do not work. You can try logging a support request with MS Support.

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