Quota Configuration
Oracle Field Service Capacity allows to achieve an optimal resource utilization. Use this feature to plan the resource capacity in advance, forecast the resource allocation, and identify where the quota is under utilized or over utilized.
Capacity Management: Manages the volume of workforce. Capacity ensures that there are enough qualified resources to implement the expected amount and type of work.
Quota Management: Allocates work across the shifts and time slots for the available field resources.
In Oracle Field Service, quota and capacity can be managed in the capacity management matrix. The quota matrix is generated with real-time data based on the requirements. Update quota values to the business needs using either time-slot based or time-interval based (availability-based) quota management.
The capacity components are described below:
• Work Skills: A client-specific set of skills assigned to the resources to determine their skill sets and the qualification level within each skill set.
• Work Skill Conditions: A set of rules defined to assign required work skills and work skill levels to the activities.
• Capacity Categories: A group of activities with similar work skill requirements. These are used for the quota management purpose.
• Time Slots: The amount of quota reserved for a capacity category at a specific time of the day. Time slots are associated with the buckets and individual capacity categories used to manage the capacity management grid. They are also used to manage the activities.
• Time Intervals: Define the configured time intervals for booking activities. This value is used to show available capacity, max available resources, and the value for Booking Status time intervals.
For steps to create work skills and work skill conditions, see the
Work Skills section.