Calculate Quota Using the Historical Data

Calculate quota on the basis of the historical data to generate weight and the estimated quota %. These values are displayed on the timeslot based Quota view for the present day or for a future date.

Estimation is performed based upon the:

• Capacity category

• Weight coefficients

• Available workforce

Weight coefficient is calculated from the workforce available in the historical data. The weight coefficients from the current available workforce is used to estimate the Quota % values. Application server processes the historical data periodically and checks whether a recalculation is required once every minute. Recalculation of the historical data produces the capacity category weight coefficients.

These coefficients are calculated every day for last eight full weeks and for each valid combination of the capacity area, time slot, and capacity category. For each such combination, the application calculates two coefficients, % Quota and Used quota %. These calculations are performed irrespective of the Historical values to be used and Process historical data (same weekdays) for period of parameters defined for a bucket. The Estimate quota based on historical data and Quota is entered options are not taken into account for the calculation. Such approach allows to Oracle Fusion Field Service to enable this functionality, change the interval of analysis (one week, one month, two months), or switch between coefficient types (% Quota or Used quota %) for the existing capacity area without having to reprocess the historical data.

Formula for calculating weight:

Weight = (Quota / Total quota) / Max available %
OR
Weight = (Used / Total used) / Max available %

where Max available % = Max available (capacity category) / Max available (time slot)

When quota is calculated on the basis of the historical data, it produces two fields, Weight and Estimated quota %. These fields are displayed on the Quota view for the current or a future date. The application server periodically recalculates the Max available values and, as a result, adjusts the Weight coefficients daily. To adjust the coefficients, an aggregate of the weight coefficients for the number of days is defined using the Historical values to be used parameter. A particular day is only included if it belongs to the same week day.

Formula:

% Quota = Avg. weight * Max available %

If the Automatically adjust '% Quota' values to keep their total equal to 100% option is enabled, the calculated Quota % values are normalized.