View the Capacity by Category Report

The Capacity by category report shows the expected duration in minutes and the quota (amount of work performed) for a specific work type and time slot. You can view this report only when selecting a quota enabled bucket.

To view the Capacity By Category report:

1. Click Dashboard to open the Dashboard.
2. Select a quota enabled bucket.
3. Select the Capacity by category chart from the Dashboard.

   The title bar of the chart displays a set of icons.

4. Click the Options icon to display the options for the chart.

   See Navigate the Dashboard for more details.

5. Select the following Date options from the drop-down list:

   • Selected Day– Reports for the day selected in the calendar

   • Day before selected – Reports for the day before the day selected in the calendar

6. Select the following Capacity category type from the drop-down list:

   • Any Capacity Category– Average values for all work types will be calculated

   • Specific Capacity Category– Values for any specific work type that applies to this Resource will be calculated

7. Do one of the following
   1. In the Time slots field, select a time-slot option from the drop-down list:

      • All– Average values for all time slots will be calculated

      • Specific time slot– Values for any specific time slot can be calculated

   2. In the Booking intervals field, select an option from the drop-down list.
8. Modify the following values, if necessary

   • Major Capacity Usage

   • Critical Capacity Usage

   This figure shows the Capacity by category report that appears as a gauge.

   
   
   

   The gauge shows in minutes the anticipated total activity duration (based on work orders) and the amount of quota assigned for each specific time slot and work type:

   • The gauge is set up with 0 in the lower left quadrant.

   • The hand of the gauge sweeps from left (0) to right as capacity is used, pointing to the current amount of capacity that has been consumed.

   • The higher value is determined automatically by multiplying Capacity and 1.3 shown in the lower right quadrant.

   • The space between capacity and the higher value represents the point at which the number of work orders for that work type has exceeded quota. If the hand moves into this area (as a result of those additional minutes being consumed) the area will be highlighted in red. Apart from differentiating the capacity change in colors, you can also view the capacity value as text.

9. The minute hand in the Capacity by category report changes with higher capacity.

Consider an example where the gauge shows the following information:

• Time Slot is 8-10.

• Date is 06/18/09.

• Capacity (based on available resources and their calendars) is 1100 minutes and is shown as a tic mark highlighted in yellow at the outer edge. Apart from highlighting the capacity in yellow color, the capacity is also shown as text in the center of the gauge.

The hand points to the current capacity that has been consumed (415 minutes). The current capacity value is also shown at the bottom of the gauge.