Overview of Capacity-Based Quota Management
Capacity Management ensures that a company has sufficient resources in the field to match with the anticipated volume and level of work. Quota Management allocates assignments based on the available work skills and time slots. When an activity is assigned to a team and one of the team members has a non-working day, quota is updated with the new available capacity that excludes the unavailable team member. Capacity-based Quota Management is a flexible tool to manage quota and respond to the changes in the available capacity.
Oracle Fusion Field Service automatically updates quota based on the resource changes as they affect quota at a day, time slot and/or capacity category level. Oracle Fusion Field Service Capacity defines quota as a percentage of capacity. This means that your quota updates automatically when the workforce changes. When the capacity is updated automatically, the time slots and capacity categories are added without user data entry, thus diminishing human errors such as over or under estimation of the available capacity.
Updates quota automatically whenever the workforce capacity changes.
Manages the quota based on your choice such as at a day, time slot or capacity category level.
Guides the users to a menu of configuration choices to meet their company's needs.