Create capacity buckets to distribute the workload capacity for a day

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    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

    Procedimento

    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.
      Tabela 1. Capacity Buckets
      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.

    Resultado

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