In this article, we're going to cover what an FTE Equivalent is, how it's useful and when you'll see it.


What is it?

FTE Equivalents will be found in the Shaper or Assignments view, when selecting the % and FTE Equivalent View.  They are units equal to the company Capacity minus any PTO or Holidays within the given day/month/week.  For example, if your Organization's default (found under Settings > Customization) is set to 40h, and there is 1 Holiday (8h), then a 1 FTE = 32h.

These FTE Equivalent units can then be easily aggregated within cells in the Shaper and Assignments View, rather than displaying an average percentage of total hours, providing a clearer picture for how much more staffing is needed.  These FTE Equivalent Units will only appear in the Total Rows and Roll-ups (the Summary rows).


Where will I see it?

In the Shaper if you select this View, you will see an aggregate of FTE Equivalents in the Offering Roll-up (the summary at the bottom of each Offering), as well as the overall Project Total Row (at the bottom of the Shaper).  You'll see the Percent of the company full-time hours (typically 40 hours) each Person has applied to the project on a given day/week/month within each individual cell.


In the Assignments View when you select this view, there are two additional views you can toggle between Project and People Views. You'll continue to see Percent of full-time hours for each project in each cell, but the Roll-ups will have slightly different behaviors:

  • In Project View, you'll also see FTE Equivalents in the roll-ups for each Project, and the Organization Total
  • In People View, you'll see FTE Equivalents in the roll-up for Organization, but for each Individual Person's Roll-up, you'll see an Aggregated percentage of all of the Person's projects.

Why did it change?

Previously, the roll-ups in these places used to be just an average % of full-time hours.  By using an aggregate, rather than averaging them and converting percentages into a total of Full Time Employee Equivalents, you get a much better sense of how many people are working on a Project and how many you need to hire.  Also, by using your company's available business schedule to determine what the capacity is for Full Time Equivalent percentage in a given week, you don't need to worry about seeing empty space that looks like it needs to be filled, since Holidays will already be factored in.

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