Create a Capacity Category

Note: This information applies to release version 26A and earlier. Starting from release 26B, all the Quota settings previously available on the Configuration > Capacity Categories and Configuration > Business Rules page are moved to the Quota > Configuration > Quota and Capacity Management page. This topic is being transitioned to the Using Capacity Service guide, which consolidates Quota and Capacity documentation in a single location. We recommend that you update your bookmarks accordingly.

A Capacity Category is a predefined set of work skills and/or work skill groups and time slots visible to a user who is booking activities for customers. You can create a capacity category to add work skills, work skill groups, and time slots.

  1. Click Configuration > Capacity Categories.

    The Capacity categories page appears.

  2. Click Add New.

    The Add Capacity Category dialog box appears.

  3. Enter the appropriate information in the following fields:
    The following table describes the fields available on the Add Capacity Category dialog box.
    Option Description
    Name Enter the name of the capacity category. The name is displayed in the list and in the quota matrix. If the application is configured for multiple languages, input boxes will appear for each language.
    Label Specify a label. It is used in the context of APIs and it must conform to a standard naming convention.
    Active Select the Active check box to mark this capacity category as active. Only active capacity categories are used in the quota matrix.
  4. Click Save.
    Note:
    • After creating the capacity category, you must add work skills and time slots to the capacity category.
    • You can Activate, Deactivate, or Delete a capacity category as required from the Capacity Category list page. Select a Capacity Category to see the available actions.
    • You can also modify a capacity category using the Edit option from the Actions corresponding to the selected capacity category on the Capacity Categories list page.