Configuring Resource Utilization Metrics
You can customize the Utilization Settings record to meet specific business requirements.
To configure Resource Utilization Metrics:
1. In Max Designer, click Administration () > Settings, and then in the list view, click Utilization Settings.
2. On the record page, in the Default Value field, modify any of the following values as your organizational needs dictate, and then in the top left corner, click Save and Close ().
{
"count_travel_time_as_productive": true,
"count_travel_time_as_not_utilized": true,
"productive_event_types": ["Meeting"],
"productive_shift_segment_types": ["On", "On Call", "Work"],
"threshold_and_emoji_rules_for_resource_utilization": [{
"name": "Low Utilization",
"threshold": "<51",
"emoji": "🔴"
},
{
"name": "Medium/Ideal Utilization",
"threshold": [51, 85],
"emoji": "🟡"
},
{
"name": "High Utilization",
"threshold": [86, 105],
"emoji": "🟢"
},
{
"name": "Too High Utilization",
"threshold": ">105",
"emoji": "🔴"
}
],
"productive_summary_field": "svmx_type"
}
Attribute
Value
count_travel_time_as_productive
Boolean flag used to specify whether to treat travel time as productive time. Default value is true.
count_travel_time_as_not_utilized
Boolean flag used to specify whether or not to treat travel time as non-utilized time. Default value is true.
productive_event_types
Comma-separated list with values enclosed in double quotes, used to specify the Event types to treat as productive. Default value is Meeting.
productive_shift_segment_types
Comma-separated list with values enclosed in double quotes, used to specify the Shift Segment types to treat as productive. Default value is ["On", "On Call". "Work"].
threshold_and_emoji_rules_for_resource_utilization
Comprehensive multi-key-value list used to define threshold and emoji rules for Resource utilization. Only "<".">" and square brackets are supported in the threshold key.
productive_summary_field
Used to specify an Option List field in the Job object to use as the Productive Summary field.
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