Using Temporary Assigned Resources in Quota and Capacity Calculations
You can use temporary assigned resources (that is, resources belonging to another capacity area but having compatible work zones) and use their available capacity to book activities for a particular capacity area. When you select the Use resources outside the capacity area check box from the Business Rules, Quota Management section, then the resources may contribute capacity to another capacity area, provided the capacity area workzones are compatible with the workzones of resources.
When resources contribute capacity to multiple capacity areas, then the arithmetical sum of available capacities for the capacity areas that are under the same capacity group may exceed the available capacity of the capacity group due to double counted hours. However, the hours of the used activities are accordingly calculated for all the compatible areas.
The additional capacity of the resources is added to available capacity values on the Available Capacity screen and to the Max Available value on the Quota screen for multiple capacity areas.
Also, if the quota is configured as a percentage of Max Available value, then the additional capacity is added to the quota calculations on the Booking screen and the booking APIs (GET AvailableBookingOptions and get_capacity operations) use the quota to determine the activity booking preferences.
To use temporary resources in quota calculations, you must assign the work zone(s) directly to the resources because inherited work zones of the resources is not used in calculations.
Capacity areas with both inherited and directly assigned workzones are matched with resources that have workzones that are compatible and are directly assigned to resources.
When a resource has a temporary work zone assigned, all other work zones (directly assigned or inherited workzones) are ignored during the defined start and end date of the temporary work zone.
Whether the temporary resources are used or not used, the resources that are not placed under the capacity area (either directly or indirectly) are not included in the quota calculations. For example, assume that a mobile worker, Tech 1 is assigned to workzone A and B and belongs to the Area A (which has workzone A assigned to it). Assume that a mobile worker, Tech 2 is assigned to workzone B and belongs to Area B (which has workzone B assigned to it). In this scenario, the availability of Tech 1 is counted in quota calculations for Area A and Area B.
Temporary available resources are added to quota and capacity calculations for both time slot and time interval (available capacity based) quotas to support related routing capabilities. See the Assigning Activities to Temporary Resources section in the Using Routing Service Guide for more details.
When you select the Use resources outside the capacity area check box, any configuration changes or changes to directly assigned work zones of resources are applied as per the recalculation period in Business Rules, Quota management section. It might take more time if you want to apply the configuration changes to the capacity area where a temporary resource is assigned. To identify temporary resources, see View Activities and Resources Used for Available Capacity Calculations for more details.