Create capacity buckets to distribute the workload capacity for a day

Create capacity buckets for the selected capacity definition to distribute the workload capacity at different appointment slots throughout the day.

Before you begin

Select the Set capacity by buckets option to create capacity buckets.

Role required: wm_admin, wm_manager, and wm_internal_contractor_manager, sn_fsm_tp.fsm_territory_manager, sn_fsm_tp.fsm_territory_planner

Procedure

1. Navigate to All > Field Service > Capacity Management > Capacity Definitions.

2. Open a capacity definition from the list.

3. In the Capacity Buckets related list, click New.

4. On the form, fill the fields.

   Field	Description
   Name	Name of the capacity bucket.
   Start	Start time from when the bucket is available to assign the work order tasks/book appointments.
   End	End time until when the bucket is available to assign the work order tasks/book appointments.
   % Capacity	Percentage of workload capacity assigned to the bucket.
   Allocation Schedule	Name of the allocation schedule to be linked to the capacity bucket.
   Reservation Name	Name of the reservation rule to be linked to the capacity bucket.

5. Click Submit.

6. Repeat steps 3 through 5 until the complete capacity is distributed throughout the day.

Result

The defined capacity is distributed among the newly created capacity buckets.