How To Configure Capacity Categories And Patterns In ServiceManager2.0

Learn how to configure Capacity Categories and Patterns in ServiceManager2.0. This guide covers editing Nominal Job Durations, the rules around modifying Categories in use, and creating or copying a Capacity Pattern with Reserve and Limit values for accurate capacity planning.

Scribe
11 steps
51 seconds

Hostedservicepower

Capacity Categories

Select the 'Capacity' tile from the Settings menu.

The Capacity Category list will be displayed. Click the edit (pencil) icon next to a Category to modify its Nominal Job Duration.

ServicePower allows for up to 5 Capacity Categories. Each category establishes a nominal job duration so that high-level estimates can be calculated for reserve or limit times.\ \ Capacity Categories can be modified using the pencil icon to update their Nominal Job Duration.

Alert!\ Capacity Category names cannot be modified or deleted if they are currently in use by jobs or Job Types within the environment.

Capacity Patterns

Select the "Capacity Patterns" menu tab at the top of the screen.

All existing Capacity Patterns are displayed. To create a new pattern, click 'Create New'.

Provide a Pattern Name.

Tip!\ Use the 'Copy from Pattern' option to pre-populate pattern information. \ \ IF you select a pattern to copy, the values will populate into the table and cannot be removed.

'Reserve' and 'Limit' column will be displayed for each Capacity Category. Enter percentage values (0–100) as needed. 'Reserve' defines the minimum percentage of capacity held for that category, while 'Limit' defines the maximum.

In this example, the 'Emergency' Pattern is configured to reserve a high percentage of Monday capacity for the 'Urgent Work' category.

Enter the Reserve value for the relevant day and category, then click elsewhere on the screen to confirm the entry.

Click "Create Pattern" at the bottom of the screen.