The"Is Report Master"field in utilization calculation determines whether the results of the calculation are displayed on theContact (Resource) record.
Purpose of "Is Report Master":
Ifchecked, the calculated utilization values appear directly on theContact recordfor each resource.
Ifunchecked, the utilization calculation is still processed but is not displayed on the resource's profile.
Utilization Calculation Process:
Utilization is calculated usingtimecards (historical utilization)andassignments (scheduled utilization).
The system determines billable and available hours based onWork Calendarsand time-tracked activities.
Common Use Cases:
Organizations oftencheck "Is Report Master"to ensureresource utilizationis visible on Contact records for reporting purposes.
If unchecked, utilization can still be accessed via reports and dashboards butwon’t appear on the Contact record.
Certinia PSA Utilization Calculation Guide
PSA System Administration Essentials
References:
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