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Optimetrix has three levels of structure. Get them right once and every report inherits them.
LevelWhat it is
UserOne person, tied to the device(s) running the agent under their account....
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Every application and website the agent sees is classified into a category through an app type mapping. Categories are what the dashboards group and colour by, so this taxonomy shapes every chart.
How it w...
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Utilization is active time on planned work ÷ available hours. The denominator only makes sense if Optimetrix knows each person's schedule.
Set it up
Define a default working week (e.g. Mon–Fri, 09:00–18:00) for the w...
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Projects are an optional layer above categories for teams that want utilization and workload split by initiative rather than by tool.
Use projects when
You bill or plan by project and want "hours on Project X" without a times...
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Access in Optimetrix is role-based. Configure it before you invite managers.
RoleTypical scope
EmployeeTheir own data only.
Team leadTheir team, aggregated; individu...