192. Capacity Planning
(Report that compares production number and capacity)
To let the user know that he is overloading the assignee by assigning more jobs than his capacity. We are alerting the user depending on the assignee’s capacity.
Here are the steps to add the resource capacity for an assignee followed by the screens on how this will reflect at the job activity layer in Sales Order/Calendar/Dashboard pages while assigning to an Assignee.
1. Resources have daily capacity. It will be defined while creating/updating resources.
2. If the user is assigning job activity, then it will check for the capacity of assignee/resource and total scheduled quantity from all other jobs for the assignee/resource on selected date. If total scheduled quantity exceeds assignee/resource capacity on that day then it will give an alert message at the bottom and will disable the save button to restrict the user to assign activity.
Ex: Considering Template team 1 to explain how new feature will calculate resource capacity
Resource capacity = 500 SF
Assigned Jobs:
Job1 Scheduled Quantity = 110SF
Job2 Scheduled Quantity = 230SF
Job3 Scheduled Quantity = 130SF
Total scheduled quantity = 470SF
Remaining Resource Capacity = 30SF (500 SF - 470 SF)
Job4 Quantity = 80SF
After assigning Job4, Total scheduled quantity will be 550SF which is exceeding the resource capacity.
Formula: Total scheduled quantity > assignee/resource daily capacity
In above example, total scheduled quantity will be greater than resource capacity after assigning job4 activity. So it will show an alert message.
3. If the user still wants to assign this activity to the same assignee/resource on the same day then he/she needs to choose the option highlighted in the below screen.
