Add Capacity Categories and Time Slots

If you designate a bucket as a capacity bucket used for quota calculation, then the page displays the capacity categories and time slots fields. The selections you make here determine how the Quota section appears. Configuring capacity categories and time slots on a bucket-by-bucket basis is helpful when different regions and types of resources within these buckets require different skills and time slots.

  1. Click the bucket name in the Resource Tree.
  2. Select the Use as Capacity Area check box.
    The Routing profile, Capacity categories, and the Time slots fields appear.
  3. Select the Time Slots that will be used for Quota Management in this bucket. Click the pencil icon next to the Time Slots field.
    The Edit Time Slots field appears.
  4. Select the time slots that will be used for quota management for this bucket then click Save.
  5. Select the Capacity Categories that will be used for Quota Management in this bucket. Click the pencil icon next to the Capacity Categories field.
    The Edit Capacity Categories field appears.
  6. Select the capacity categories that will be used for quota management for this bucket. Click Save.
  7. Select the level at which quota is defined in this bucket (i.e., day, time slot, capacity category).
    This determines the visibility of the Day, Time slot, and Capacity category tables in the Quota view.
  8. Select the levels on which quota can be closed in this bucket.
    Note that quota can also be closed by work zone.
  9. Select the levels for which maximum capacity should be estimated.
    Maximum capacity is the maximum number of minutes for activities booking. The application checks that the total duration of booked activities plus the total duration of other activities does not exceed maximum capacity.
  10. Click OK to save the bucket information.