A billability report is a tool used to track and analyze the work of the associates on billable projects, the environment within internal non-billable activities, and burn down the level of the resources. It is also used to monitor the level when new associates are needed.
It helps ensure that employees are spending a sufficient amount of time on billable tasks that can be invoiced to clients.
Actual hours decomposition in Billability Report and Dashboard
Let’s look at each category and element of the report in depth
Note! The data for the current week is not displayed in the report (both in the monthly and weekly views). As a result, the plan per user/team for the current month appears incomplete because the data for the current week has not yet been pulled.
| Column | Definition | Formula |
| Billability | percentage of planned billable hours achieved by a delivery team | = (total billable hours per delivery team/plan per team) * 100 |
| Total billable hours (h) | the total number of billable approved hours worked by associates | = Sum of approved work logs from billable projects |
| Total billable hours (%) | percentage of planned billable hours achieved by a team | = (billable hours/plan per team) * 100 |
| Plan per user | The number of hours each associate must work per certain period is based on the daily norm (assignment in the planner) and company holidays, weekends | = hours per day per user of delivery team {company settings → hours per day} * working days within chosen timescale {company settings → working days per week, excluding holidays and including extra working days}Note! If an Associate doesn’t have an assignment for the period, their hours aren’t included. |
| Plan per team | a number of planned hours each selected group of associates (department/ whole company) must work per certain period of time based on the daily norm (assignment hours), company holidays, and weekends. | = (planned per user per day n within chosen timescale * number of deliverable members per day n) + (planned per user per day n+1 within chosen timescale * count of deliverable members per day n+1) + … Note! If an Associate doesn’t have an assignment for the period, their hours aren’t included. |
| Actual team hours | number of hours the associate worked as a fact. Actual hours include both billable and non-billable hours. | = approved worklogs of Members of Delivery groups |
| Overtime/Shortage | the difference between planned hours and actual hours. | = actual team hours – plan per team |
| Non-billable hours/% | time logs in projects with assignments with the category Bench, Internal projects, Non-billable, Internal operations, SG correspondingly | |
| Bench | Hours that were logged to projects with Bench type of assignment | |
| Internal projects | Hours that were logged to projects with a Non-billable type of assignment | |
| Internal operations | Hours that were logged to projects with an Internal type of assignment | |
| SG | Hours that were logged to projects with a Sales(solution) group type of assignment | |
| Vacation | Number of hours that Associates were in any type of days-off | |
| Internship | Hours that were logged to projects with an Internship type of assignment | |
| Billable hours | Associate’s approved hours are pulled from work logs of billable projects (billable and freelance assignments) for the corresponding month | |
You can filter the data by department and specific project. Weekly and monthly views are available, and you can choose to display the data in either hours or percentages. By default, the monthly view in hours is shown.
Dashboard
A billability dashboard is a visual tool or platform that provides real-time insights into the billable hours and utilization of employees, teams, or projects within a company
The following information is presented here
Billability of the delivery team — charts displayed total billable hours that are calculated with the formula (billable hours/plan per team) * 100.
Logged hours decomposition — charts displayed logged hours, visual representation of Actual hours decomposition table.
Actual hours decomposition — the sum of hours associates worked as a fact for the month. Actual hours include both billable and non-billable hours. And decomposition of % than spent for each category over half of a year.
Billability by projects, % — the billability metric, that is calculated as (billable approved hours/plan per team) * 100 over projects.
Size of the delivery team — the chart displayed a number of associates in the delivery teams over the half of the year. Only associates with assignments are included there.
Non-billable report
There are two types of reports for exports:
Non-billable assignment — shows the planned assignment hours and expenses for individuals who have assignments with non-billable statuses.
Non-billable cost — shows the actual expenses for individuals who have assignments with non-billable statuses (based on logged hours).
To export them, you need to click on the button, select the needed period and type of report and CSV file will be sent to your email.
