Set Up or Configure for the First Time

First time users must complete the tasks in this topic to configure or set up capacity. You must familiarize yourself with different user interfaces and the basic navigation. The structure of this guide helps you implement quickly by providing a direct link to each core setup task.

Use this procedure to access the setup tasks:

• Create work skills: A work skill is the common language to match activities with the qualified resources. See Create a Work Skill for details.

• Assign work skills and work skill levels to the resources: You must assign the work skills to the resources based upon their skill sets. Use work skill levels to define expertise level of the resource. For more information, see the Using Core Application Guide.

• Create work skill conditions: Work skill conditions are used to automatically assign work skills and work skill levels to the activities. See Create a Work Skill Condition for details.

• Create capacity categories: You can allocate quota to an activity type for a given time slot, using capacity categories. You need to create a capacity category for each activity type that the resource performs. For example, you can create a capacity category for Installation, one for un-installing, one for Upgrades, and one for Trouble Calls. See Create a Capacity Category for details.

• Create time slots: Control the amount of quota reserved for a certain capacity category at a particular time of the day. Time slots are also used for activity management. See Create a Time Slot for details.

• Define Time Intervals: See Define Time Intervals for Booking Activities.

• Enable Quota Management: You must enable this feature on the buckets to manage the quota. See Enable quota management at the bucket level for details.

• Configure Quota Options: See Configure Quota Options.

• Configure major and critical capacity usage: Manage the color schema settings whenever the used capacity reaches major or critical levels in the quota matrix. See Configure Major and Critical Capacity Usage for details.

• Define the units of measurement for Quota: Choose the units of measurement to display Quota/Used values. See Define Units of Measurement for Quota for details.

• Adjust available capacity: Recalculate the quota defined as a percentage of capacity regularly to manage resource allocation changes, work skills and other variables. See Adjusting Available Capacity.