Resource Capacity: Adding Capacity Targets

Capacity targets may be set at the enterprise, resource type, or user level. These targets define the number of hours in a given day that a user should spend working on tasks, and will help to shape the capacity charts in the Resource Capacity Analysis. This article will explain how to set capacity targets at all three levels.

1. To set any of these capacity targets, first open the More Options menu using the left navigation.
   
   
   
2. The More Options menu opens. To set the enterprise capacity target, select the Enterprise Settings option.
   
   
   
3. The Enterprise Settings dialogue opens. Click the Work Capacity Defaults button in the lower right corner of the screen.
   
   
   
4. The Work Capacity Defaults dialogue opens. Enter the target time that users across the enterprise should spend on tasks, billable work, and meetings. Note that the tasks target is the one which appears in the Resource Capacity Analysis dashboard. Click Apply to save changes.
   
   
   
5. Depending on job role, users may spend more or less time associated with assigned tasks in their work day. Adding a capacity target at the resource type level allows those considerations to provide a more accurate target number based upon resource type. From the More Options menu, click on Data Table Maintenance.
   
   
   
6. The Data Table Maintenance Dialogue opens. Click on the Labor Resource Type dropdown menu to open it.
   
   
   
7. The Labor Resource Type menu opens. Use the Edit icon to open and edit the resource types.
   
   
   
8. The Edit Resource Type dialogue opens. Enter the target time that users who are assigned this resource type should spend on tasks, billable work, and meetings. Note that the tasks target is the one which appears in the Resource Capacity Analysis dashboard. Click Save to capture changes.
   
   
   
9. Within resource types there might be individuals who have more or less time available to devote to scheduled tasks based upon their responsibilities. To apply a capacity target at the user level, click on the User Maintenance option in the More Options menu.
   
   
   
10. The User Admin dialogue opens. Use the Target Task hrs column to input the number of hours that each user should spend each day on tasks. If the Target Task hrs column does not appear, use the Column Selector found in the menu to add this column to the display. Click Save to apply changes.