Manage capacity plans
To navigate to the Capacity plans list view, perform the following steps:
- Cliquez sur Admin.
- Under Workforce Management, click Capacity Plans.
- In the upper right corner, select the business unit to which you want to view or edit a capacity plan.
- The list of previously created capacity plans are displayed. In this list view you can:
- Search for a capacity plan by typing the name in the search box.
- Filter on a timeframe. It defaults to the future end date timeframe.
- Future End Date: View all capacity plans that have an end date in the future.
- Anytime: View all capacity plans with any start or end date.
- Contains: To view all capacity plans that contain a date, manually enter a date or select a date from the calendar.
- Click Reset to restore the date setting. The default date is always set to a future date.
- In the Capacity Plan list view, locate the capacity plan that you want to copy from the list.
- In the Actions column, click the More icon.
- From the options that display, select Copy.
- A copy of the capacity plan is created. You can make any changes to the capacity plan name and description. You can choose a different forecast, and change the start and end dates of the capacity plan.
- Click Save. A toast notification is displayed on the upper right corner of the page confirming that a copy has been created.
- The updated business unit level results view page is displayed.
- In the Capacity Plan list view, locate the capacity plan that you want to delete from the list.
- In the Actions column, click the More icon.
- From the options that display, select Delete.
- The Delete Capacity Plan dialog box displays. Click Yes, Delete Capacity Plan.
To delete multiple capacity plans, perform the following steps:
- From the Capacity Plan list, select the checkbox available for each capacity plan that you want to delete.
- Click the Delete icon available next to Refresh.
- The Delete Capacity Plan dialog box is displayed. Click Yes, Delete Capacity Plan(s).
- A toast notification is displayed on the upper right corner of the page confirming that capacity plans have been deleted.
To modify a forecast used in a capacity plan, perform the following steps:
- In the Capacity Plan page, click the Forecast hyperlink at the top of the screen.
- The Forecasts page opens in a new browser tab. Modify the forecast as required.
- Cliquez sur Sauvegarder.
- Go back to the Capacity Planning tab and click Regenerate.
You can modify any capacity plan for any business unit. For more information, see Modify a capacity plan.
To view a capacity plan, click the capacity plan name. The business unit level results view is displayed.
The following table describes the fields in the Capacity Plans page.
Option | Description |
---|---|
Plage de dates |
Indicates the capacity plan date range, which is the same as the forecast date range or within the forecast date range. |
Lien vers les prévisions |
Open the forecast in a new tab. You can modify the forecast as required. |
Regenerate |
Regenerate requirements based on the latest forecast modifications. Note: Once you modify the forecast used in the capacity plan, click Regenerate to view the updated plan.
|
Configure Plan |
You can change the details in any of the following:
|
Vue d'ensemble |
Displays the capacity plan overview and staffing associations. Click a planning group to drill down to the staffing association and modify the values. |
Modifications |
Select a staffing group on the Overview panel to enable this option and modify options in the Modifications panel. For more information, see Modify a capacity plan. |
Modification History |
Select a staffing group on the Overview panel to enable this option and view the modification history. |
Paramètres |
Select a staffing group on the Overview panel to enable this option and do one of the following:
|