Update the resource capacity
From the Resource Manager view, update the capacity of a user for a specific duration. Based on the schedule of the user and the specified duration, the capacity of the user is accordingly populated in all resource aggregate tables.
Before you begin
Role required: resource_manager
About this task
- If a user is newly added and you want to update the capacity for the user.
- If the schedule of an existing user is changed and you want to update the capacity of the user.
Capacity is generated for only the date range between employment start date and employment end date specified in the employee profile in the HR application. This information is available when the Employee Profile plugin is installed. If the start and end date are unavailable for an employee, manually specify these dates.
Also, if an employee is available after the year has begun, then the capacity is generated from the current year's beginning, to ensure that missing capacity is accounted for. For example, if the employee's capacity is available from March 1, 2022 to June 1, 2022, then the updated capacity is generated from January 1, 2022 to June 1, 2022.
Capacity and availability for terminated resources is automatically updated to 0 when you run the Resource Termination Handler job when the termination date is after the date on which the job is run. If resources are booked for a time period beyond the user's termination dates, those bookings are also updated to 0 in the resource plan.