Job Capacity

For an overview of capacity The amount of work hours available at a specific time (a slot) or during a period of time (a window). Factors that determine capacity include the amount of workers, the amount of teams, the available time, and many other factors., see the Defining Capacity Management section.

To view your current job capacity:

Select Tools > Capacity Management from the customer list OR click from the General tab of the Job record. The Filtering Options tab of the Capacity page appears.

Select the capacity view you want to display:

All Data. Will display your capacity data for all zones and teams.
Zone. Will list the capacity for the zone you select from the Zone A user-defined geographic territory. Zones enable you to strategically associate teams of employees in a particular zone with customers in the same zone to facilitate easier and more efficient scheduling. drop-down list.
Team. Will display the capacity for only the team you select from the Team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. drop-down list.

If necessary, select the product/service categories by which you want to limit the capacity view by selecting the appropriate check boxes.
Click Capacity Display or Continue>>. The Capacity Display tab of the Capacity page appears.

The information that is displayed is controlled by your capacity configuration. See the Defining Capacity Management section for details.

Double-click the slot for which you want to see the capacity break down. The Capacity Drill-Down dialog box appears. Note that you will receive an error message if you are not integrated with Microsoft^®MapPoint^®or if the customer's address is not a valid address in MapPoint.

Tip!

Tip:
The number after the team name indicates how many of the skills you selected in the Filtering Options section can be met by the team. The teams that best meet the selected skills will be displayed on the left side of the dialog box.

Caution!

Caution:
The Capacity Drill-Down dialog box will not display correctly if you are not integrated with Microsoft^®MapPoint^®or if the customer's address is not a valid address in MapPoint.

This dialog box displays all of your teams and a break down of each team's current capacity.

Based on the displayed information, select the team that you want to assign to the job. The team will be outlined in red.
Click Select Team and Close. The job record reappears. The team you selected in step six appears in the Team drop-down list.

The varying time and window slots displayed in the Capacity Manager can be customized. See the Building Capacity and Depleting Capacity sections for detailed instructions.