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Full-time equivalent (FTE) Allocation Calculation

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Article ID: 29080

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

How is full-time equivalent (FTE) allocation calculated?

Resolution

According to the Clarity glossary definition, full-time equivalent (FTE) is a method for normalizing data for full and part-time resources and is calculated based on the standard calendar. The standard calendar is the calendar that has the Standard check box checked under Administration - Base Calendars - Edit Calendar Properties tab. 

FTE allocation value is the hours available for a resource to work on a project based on the resource calendar divided by available hours based on the Standard Calendar. Here are some samples of FTE calculation.

  • Scenario 1: A resource is 50% allocation project, working 20 days for November 2014 with 7 hours/day as resource calendar specifics. In the standard calendar, there are 20 working days and 8 hours per day system wide. The allocation FTE will be 0.48 which is 70 hours (50% * 7 hours/day * 20 days) divided by 160 hours(8 hours/day* 20 days)
  • Scenario 2: Given the same configurations in Scenario 1, if this resource has a 1 week leave, this 1 week (5 days) is marked as non-work day in the resource calendar. In this scenario the resource will work on the project for 52.5 hours (50% * 7 hours/day * 15 days) in November 2014, the FTE will be become 0.33 which is 52.5 hours divided by 160 hours.
  • Scenario 3: Given the same configurations in Scenario 1, if the Standard Calendar has 1 week marked as non-working days  but resource still working during that week, the available hours in Standard Calendar would become 120 hours. FTE allocation will be 0.58 which is 70 hours divided by 120 days.

Additional Information

See also KB: FTE is incorrect for resources whose availability does not match the Standard Calendar

See Find, Book, and Allocate Resources for more information on Resource Allocation