Time & Expense - Update Capacity

Update Capacity is used to calculate the number of available hours for Resources based on Norm Time, their normal working schedule.

You can run Update Capacity for all resources by running the process with no filter.

To update Capacity for Resources:

1. Navigate to the Role Center and select Processing > Time & Expense > Update Capacity, or Role Center > Resources, select a Resource to open the Resource Card > New > Update Capacity.

   Important

   If you access and run Update Capacity from the Resource dashboard with a specific Resource highlighted, the process will, by default, filter on that specific Resource. You can run it for all Resources by clearing the filter on the No. field in the Filter: Resource section of the Update Capacity page.

2. An Options page opens.

Field Name	Description
From Date	Specify a starting date for the Update Capacity process.
To Date	Specify an ending date for the Update Capacity process.
Total update	If Total update is selected when this activity is started the system will update the Capacity on all active Resources based on their Norm Time as well as the number of periods defined under Setup > Project Setup > Project Setup > Capacity Fast Tab > Limit of Time Reg (Years).
	- If enabled, the Update Capacity process will update all Resource Capacity entries without From Date and To Date if there is any data change in Norm Time.
	- If disabled, the Update Capacity process will update all Resource Capacity entries within From Date and To Date if there is any data change in *Norm Time.
Filter: Resource	Use the filter fields to limit the scope of the Update Capacity process. Filters include:
	- No.
	- Resource Group No.
	- Employment Date
	- Termination Date
	-KPI per: Day, Week, Month, Quarter, Year

Tip

You can add additional filters on the Update Capacity process by using the +Filter action

For More Information

For more information on Capacity, see: Set Capacity for a Resource

For more information on Resources see: Set Up Resources