Your company hired its first part-time employee that needs to be set up as a Consultant in PS

In Certinia PSA, a resource's utilization is calculated based on their total available hours (capacity). This capacity is defined by the Work Calendar assigned to the resource's Contact record. To ensure the utilization for a part-time employee is calculated correctly against their 20-hour work week, a new Work Calendar must be created that reflects this reduced availability. Assigning this 20-hour calendar to the consultant will correctly set the denominator in the utilization formula, leading to an accurate calculation.

A. Create a new "Role" indicating the user is a Part Time Consultant

A Role defines a job function for resource requests and rate cards; it does not control the calculation of a resource's available working hours for utilization.

C. Create a new "Utilization Calculation" labeled Part Time

A Utilization Calculation record defines the formula (e.g., which hours are considered billable or productive), not the underlying capacity data for an individual resource.

1. Certinia PSA Administration Guide: In the "Setting Up Resources" section, the guide details that a resource's capacity and availability are determined by the Work Calendar assigned to them. It states, "Work calendars define the number of hours a resource is expected to work each day of the week." This directly supports using a custom Work Calendar for non-standard schedules. (Reference: Certinia PSA Admin Guide, "Work Calendars" and "Setting Up Resources" sections).

2. Certinia PSA Help Portal - "Utilization": The documentation on utilization calculations explicitly defines the denominator (Total Hours) as being derived from the resource's calendar. For the calculation to be accurate for a part-time employee, their calendar must reflect their actual contracted hours. (Reference: help.certinia.com, Search Term: "Utilization Calculation Fields", specifically the description of 'Calendar Hours').