One of the benefits of using Merlin is tracking resource utilization*.
Just take a look in the Gantt chart of the Utilization view. Color coded bars and percentage information visualize overall resource utilization in the current scale of the timeline.
Related to this feature, we often hear from customers who wish to customize the threshold levels controlling the yellow-green-red colors.
The default setting in Merlin has over-utilization defined as greater than 100% (red) and under-utilization defined as less than 25% (yellow). Note that utilization levels falling in the acceptable range will be green. You may wish to change this option, and the resulting display in the Utilization View.
The steps to do so are quite simple as illustrated below.
You can access the settings to set the project utilization threshold level by selecting “Edit > Resource Leveling > Leveling Settings…” from the Merlin menubar. The diagram above shows under-utilization set at under 25% and the resulting Utilization View display (with 16% utilization displayed in Yellow). This means that both the HR Manager and the Hiring Manager are being under-utilized.
Now let’s see how easy it is to customize the Utilization View based on different values we would like to use. In this case, we will change the default values such that any resources at under 40% are considered under-utilized.
Notice the effect of this change to the Utilization View. Both the HR Manager and Interviewer are being utilized at 34% on July 14th, and this utilization level is now displayed in Yellow to indicate this falls below the minimum utilization rate for the project.
Note: This setting becomes particularly critical when executing resource leveling, so be sure you set these threshold utilization levels carefully as they can very easily impact the overall schedule of your project!
*) Tracking resource utilization is especially handy when working with so called ‘Master’ projects; Merlin projects in which other Merlin projects are combined and linked. In such projects Merlin consider resources having the same name as ‘Master’ resources and accumulates in the timeline their utilization for all assignments on all combined projects.