Capacity Workbench Summary Page

Use the Capacity Workbench Summary page (PL_WBENCH_SUMMARY) to maintain capacity plans by analyzing the capacity usage for a resource or group of resources.

Navigation:

Supply Planning, and then Solve Plan, and then Capacity, and then Capacity Plan Workbench
Supply Planning, and then Solve Plan, and then Capacity, and then Review Capacity Plan Summary

Display Options

This section displays additional search criteria fields. Click the Refresh button to update the data on the Capacity Workbench Summary page.

Field or Control	Description
Start Date	Define the exact starting time for the period of time that you want to review in the capacity plan. You can review data from the start of the plan or at different intervals in the plan. If you do not enter a start date, the system uses a default value based on the bucket size. Values are: Daily: The system uses the current date as the default value. Weekly: The system uses the Sunday of the current week as a default value. For example, suppose that the current date is Tuesday, the 10th of October; the system populates this field with the value equivalent to Sunday, the 8th of October. Monthly: The system uses the first day of the month.
Planning Bucket Size	Limit the search to resources that are defined with a specific bucket size.
Template	Select a row type template, which determines which row type values appear on the Capacity Work Bench - Summary page.
Beginning Start Date	Elect to begin the start date of the first period at the Beginning of Period or at the Start Date Entered in the Start Date field. For example, suppose that you entered a start date that occurs midweek and you are processing weekly buckets: select Beginning of Period to begin the first period on the previous Sunday; select Start Date Entered to begin the first period on the specific date that you entered in the Start Date field.
Number of Periods	Define the number of buckets that appear. The system initially populates this field with the value that you entered in the Default Number of Periods field on the Define Display Template page. The number of periods that you define determines the number of tabs that appear in the summary.
Decimal Positions	Define the decimal precision that you want to include in the quantity buckets.
Refresh	Click to update the information in the Resource Summary group box when you change any of the values in the filter criteria fields.
Instance Start Date and Instance End Date	Displays the start and end dates for the corresponding planning instance.

Plan Summary

Contains a set of data for each row that is selected in the Resource List group box on the Capacity Workbench Search page.

Field or Control	Description
Resource Code, Resource Class	Displays the resource and class that are detailed in the Resource Summary group box.
Summarize by Resource Class	If on the Capacity Workbench Search page, you elected to display an aggregate summary for all of the resources that are selected by resource class, this field appears and specifies the corresponding resource class that is being aggregated.

Chart For

Override the row types to chart (initially defined on the Define Display Templates page) and define the type of chart that you want to use to depict the graphic.

Note:

The system does not automatically generate charts. Select a graph type to display the row type chart data, and click the Graph button to generate a graph.

Resource Summary

Field or Control	Description
Row Type	Represents a type of planning data. The data can be cumulative or calculated on a period-by-period basis. Click any link in the Required Capacity row to make changes to the plan. Row types that appear in this column are those row types that you elected to include in the workbench (the default row types that are associated with the template that you defined on the Define Display Templates page) in the sort order that you defined.
Date columns	These sequential dates correspond to the period duration that you define for the page. The dates can be at daily, weekly, or monthly intervals.

Field or Control

Description

Row Type

Represents a type of planning data. The data can be cumulative or calculated on a period-by-period basis. Click any link in the Required Capacity row to make changes to the plan.

Row types that appear in this column are those row types that you elected to include in the workbench (the default row types that are associated with the template that you defined on the Define Display Templates page) in the sort order that you defined.

Date columns

These sequential dates correspond to the period duration that you define for the page. The dates can be at daily, weekly, or monthly intervals.

Note:

When calculating values for row types, the system ignores production where you selected Ignore Capacity (IGNORE_CAPACITY). Additionally, the system does not include canceled production in the summary bucket calculation.