Adjusting Available Capacity

Quota defined as a percentage of capacity must be recalculated regularly to manage the changes in the resource allocation, work skills and other variables.

To perform the adjustment, system estimates the capacity available by calendar, processes the already booked activities, and recalculates the Quota in minutes using the defined percentage value. Quota recalculation is a complex operation therefore, it should be performed only once in a predefined time interval. The interval can be defined as the Available capacity is automatically recalculated every __ minutes parameter under Configuration > Business Rules. The recalculation interval in minutes can be defined in the range of 1 to 1,440. By default, it is set to 10 minutes.

The quota and capacity are recalculated for a predefined future period. The period is defined as a number of days or calendar weeks. The maximum value is 99 days or 15 calendar weeks. The recalculation start day can be selected to current day, tomorrow, and day after tomorrow.

The calendar week option is processed according to the Week starts on parameter. If the recalculation period is set to 1 calendar week, the recalculation will be performed for all remaining days of the current week (unless the start day is the week start day) plus all the days of the following week. On the contrary, if the recalculation period is set to 7 days, the recalculation will be performed for exactly 7 days.

Quota recalculation is necessary when the:
  • New mobile workers are created

  • Mobile Workers are moved in between the capacity areas (sub-buckets can also be moved)

  • Mobile Workers are activated/deactivated

  • Resource tree is reorganized (directly in the database) during a product upgrade or when a implementation package is installed

  • Mobile Worker's work skills changes

  • Content of an already used work skill group changes

  • Set of work skills within a capacity category changes