First the time span that the calculation will be made for is fetched. If the
parameters From Offset and To Offset have no value, the default values are
picked from the Resource Basic Data window. If From Offset is defined as “0”
then it is considered as from 00:00:00 time component.
Calculation for individual resources
The calculation part for individuals is done in the following cases:
For all the individual resources found from the parameters given, the following is done:
When calculating capacity for individual resources like
Persons and Tool/Equipments, the Calendar ID from the Details tab on the
individual resources is used. For Machines the Calendar ID on the
site connection for the Machine Group is used.
Utilization on Details tab
for individual Persons and Tool/Equipments is used when calculating capacity for
individual PERSON and EQUIPMENT resources.
Efficiency on Capacity Basis tab
for Machine individuals is used when calculating capacity for
individual Machines.
If the resource selected in the Calculate Capacity dialog is of type Person, Tool/Equipment or Machine, the Capacity is also updated for all resource groups where the individual resource is a child having “% in Group” larger than “0” and the Capacity Calculation Base for the resource group is set to “Individuals”.
Calculation for Resource Groups
The calculation part for resource groups is done in the following cases:
For all the resource groups found from the parameters given, the following is done:
If there is a Calendar ID registered both on the Site
connection and on the Company connection for the resource group, both the
Calendar ID from the Site Connection and the Company connection are used. The
calculation is the same for all different resource group types.
The Group
Utilization on the Capacity Basis tab for a resource group is used when
calculating capacity for resource groups for all different resource types.
Trigger points
If Automatic Capacity Calculation is selected in the Resource Basic Data window, the capacity calculation for a resource is automatically started triggered by certain activities:
When an existing Calendar in Application Base Setup/Work Time Calendar has been changed.
Resource Capacity is first calculated for individual resources, e g persons and tools/equipment. Then capacity for groups are calculated, either based on capacity definitions on the group level, or by rolling up the capacity for the individuals in the group:
Resource Type | Use HR Schedule | Capacity Calculation |
Machine | N/A | Calculate the capacity based on the calendar defined on the site connection for the machine group |
Person | Yes | Calculate the capacity based on the person's employee schedule(s) |
Person | No | Calculate the capacity based on the calendar defined for the person |
Tool/Equipment | N/A | Calculate the capacity based on the calendar defined for the tool/equipment |
For groups, the type of group is not important:
Resource Type | Capacity Calculation Base | Capacity Calculation |
All groups | Individuals | Rolled-up individual capacity |
All groups | Group | Based on quantity and calendar on group |
Capacity records are kept on the same detail level as calendars and schedules, with exact start and end times. Then they are summarized to day, week, month, quarter and year levels. Since this may result in a lot of data, there are system settings to control how far into the future capacity is calculated, and for how long you want to keep past due capacity records.