1. Using Capacity Service
  2. Manage Quota Limits for Booking Intervals

Manage Quota Limits for Booking Intervals

You can enter quota values manually on booking interval levels using the quota editor on the Quota page and control booking on a required booking interval level.

Before you start

  • Select the Manage quota on booking interval level check box from the Configuration page.

  • Use planned capacity from day 0 or from some other day of the calendar. The numbers you enter for booking intervals when Manage quota on the level of booking intervals is selected only affects the capacity availability when the capacity is based on the planned capacity and not when it is based on the available capacity. If you have configured capacity to change to planned capacity after X number of days, the levels configured for booking interval are considered in the available capacity after the X days.

Recommendations:

  • Use available capacity based quota, if the calendars are accurate up to 3+ months period.

  • Do not limit quota on booking intervals level, until it is ultimately necessary, because you need to manage quota manually through the user interface or API for all the booking intervals.

To manage quota limits for booking intervals:

Here's what to do

  1. Select Quota.
  2. Select a capacity area from the left-hand pane.
  3. Select the Quota icon.
  4. Click > to access the quota editor on the Quota column.
    The editor to manage quota for each booking interval is displayed.

    Quota editor for booking intervals.

  5. Enter the values in absolute time units (minutes/hours/days) as defined on the Business Rules page.
    Note: If the Manage quota on booking intervals level check box is selected, then you must either manage all quota on the booking intervals level. That is, you must enter all the quota values for all the capacity categories and all the booking intervals. Any non-entered entry is considered as zero, that is, booking for such a combination of capacity category and booking interval is prohibited. By default, if no values are entered for quota on booking intervals level, all the values are set to 0, which means that the booking is prohibited for the entire area. Also, you can use the Quota API to enter the quota values. Currently, mass populate or autofill for quota values are not supported on the booking intervals level.
  6. Click Save and select < to close the editor.
    Note: Quota values on the booking intervals level editor is also accessible in Read-Only (RO) mode, if the Manage quota on booking intervals level check box is disabled. In this case, you can review the auto-populated values using the Read-Only editor. Even though the quota values on the booking intervals level editor is displayed in RO mode for all the days, the quota limits are not applied for the days when quota is not entered as percent of planned capacity.
    The corresponding SOAP or REST booking functions uses the quota values on the booking intervals level as follows:

    • If either the remaining daily level quota or capacity category level quota is less, then the estimated duration of the activity to be booked, the booking for given day/capacity category/capacity area is not possible. Else, all the combinations of time slots and booking intervals are checked.

    • If there is a time slot where an activity can be started and the remaining quota for each booking interval (for either automatically calculated or manually defined quota values) is enough to handle the part of the activity, the booking function returns such a time slot as a possible time slot.

Assume that there are two possible time slots: (8-12) and (12-16), and two possible time intervals (8-12) and (12-16) and only one resource is available. For each time interval, the quotas for booking intervals for Install capacity category are entered as 4 hours and 4 hours. If an activity is booked in (8-12) time slot for 3 hours, the remaining quotas are 1 hour and 4 hours respectively. If you try to book an activity for 2 hours, then both (8-12) and (12-16) time slots are returned, since you can start the second activity because there is quota of 1 hour left in the 8-12 time slot. However, you can only book a third activity of the same length in the (12-16) time slot as the (8-12) time slot is exhausted.