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README.rst

Task Logs Utilization Report

Beta License: AGPL-3 OCA/timesheet Translate me on Weblate Try me on Runboat

This module allows to generate Utilization Report from Task Logs.

Features:
  • Configure source data set
  • Select reported fields
  • Select and reorder report line grouping
  • Select time interval
  • Configure capacity format (HH:MM, HH:MM:SS, or decimal)
  • Configure utilization format (percentage or absolute)
  • View in browser, export in PDF and XLSX formats

Table of contents

Usage

To create report using Utilization Report Wizard:

  1. Go to Timesheets > Reporting > Utilization Report Wizard.
  2. Configure the data set and click "View".

To create report using Utilization Report Wizard on a specific set of Employees:

  1. Go to Employees > Employees.
  2. Select employees that should be used in the report
  3. Press the Action > Generate Utilization Report button
  4. Configure the report and export it in one of the formats

To create report using Utilization Report Wizard on a specific set of Departments:

  1. Go to Employees > Departments.
  2. Select departments that should be used in the report
  3. Press the Action > Generate Utilization Report button
  4. Configure the report and export it in one of the formats

With project_timesheet_holidays module installed, leaves are not taken into account: for a single 4-hour entry on specific day with 8 working hours and 4 hours of leaves, capacity would be calculated as 8 hours and utilization would be calculated as 100%.

Without project_timesheet_holidays module installed, leaves are taken into account: for a single 4-hour entry on specific day with 8 working hours and 4 hours of leaves, capacity would be calculated as 4 hours and utilization would be calculated as 100%.

Known issues / Roadmap

  • Add text-danger/text-warning threshold levels and reporting color, congfigurable via company settings and alterable at wizard level.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • CorporateHub

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/timesheet project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.