Capacity Reservations reservation rules

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Capacity Reservations reservation rules enable you to efficiently distribute total work capacity among work order tasks based on their different attributes, such as work type, location, so on.

    You can create multiple reservation rules for different attributes of work order tasks based on priority and demand. Each reservation rule consists of a single or multiple rules and a percentage allocation for the selected attribute that satisfies the condition.

    Reserve the workload capacity for work order tasks

    Create reservation rules based on different types of work to reserve the workload capacity for work order tasks.

    Before you begin

    Role required: wm_admin, wm_manager, and wm_internal_contractor_manager

    Procedure

    1. Navigate to All > Field Service > Capacity Management > Capacity Reservations.
    2. Click New.
    3. On the form, fill the fields.
    Table 1. Capacity Reservation
    Field Description
    Name Name of the reservation.
    Description Description of the reservation category.
    Table wm_task table on which the condition applies. This field is read only.
    1. Optional: In the Exclude field, click Add Filter Condition or Add "Or" Clause to add a condition that excludes the existing Capacity Reservations rule.
      For example, if Priority level = 1 is added as an exclude condition, the existing reservation rules will be excluded for work orders with a priority level of 1 (Critical).
    2. Click Submit.

    Create a reservation rule for work order tasks

    Reserve a specific percentage of capacity for different attributes of work order tasks, such as work type, location, and so on.

    Before you begin

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

    About this task

    Use reservation rules to manage the assignment of work based on a defined capacity. For example, you could reserve 25% of the total work capacity for installation work.

    Procedure

    1. Navigate to All > Field Service > Capacity Management > Capacity Reservations.
    2. Open a Capacity Reservation from the list.
    3. In the Capacity Reservation Rules related list, click New.
    4. On the form, fill the fields.
    Table 2. Capacity Reservation Rule
    Field Description
    Name Name of the reservation rule.
    Table wm_task table on which the condition applies. This field is read only.
    1. In the Condition field, click Add Filter Condition or Add "Or" Clause to set the filter condition for reserving the workload capacity.
      For example, to reserve workload capacity for particular type of work, you would click Add Filter Condition and create the condition [Work Type] [is] [Install] AND [Active] [is] [true].
    2. On the form, fill the remaining fields.
    Table 3. Capacity Reservation Rules
    Field Description
    Percentage Allocated Percentage to be allocated to the particular work type.
    Allow overflow Option for allowing tasks to be assigned beyond the specified capacity if the total capacity is not yet breached.
    Order Order in which the reservation rules are evaluated while assigning work.
    1. Click Submit.