View data in capacity console

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 4분

    • The Capacity Console is a visualization tool designed to address common organizational challenges related to resource availability and capacity utilization. It enables real-time visibility into capacity, identifies bottlenecks, and enables quick adjustments to meet changing demands, helping organizations optimize their operations effectively.

    시작하기 전에

    Role required: fsm_adv_cap_mgmt.wm_capacity_planner, sn_fsm_capacity_mg.wm_capacity_write, sn_fsm_capacity_mg.wm_capacity_read

    이 태스크 정보

    When you open the Capacity Console, the calendar appears to present the capacity of various territories and data from multiple demand channels. The other benefits are:
    • Real-time Insights: Gain immediate visibility into resource utilization and capacity allocation for each territory.
    • Informed decision-making: Identify underutilized or overutilized resources to optimize task assignments.
    • Selectable filters: Use filters and preferences to tailor the data view to your specific needs.

    프로시저

    1. Navigate to All > CSM/FSM configurable workspace > Capacity console.
    2. In the Territory filter, select the territories.
    3. In the Demand Channel filter, select the demand channels.
    4. Select the Group by filter and choose either territory or demand channel.
      The data view can be grouped either by territory or demand channel, enabling the capacity planner to switch perspectives easily. For example, grouping by territory shows capacity for each territory, broken down by demand channels, while grouping by demand channel shows data for each channel and its territories.
    5. Use the unit filter to choose between Hours for hour-based capacity assignments (for example, agent schedules and hour-type definitions) or Tasks for task-based capacity assignments, focusing on task distribution.
    6. Use the advanced filter to view data specific to territories and demand channels based on performance.
      Choose either of the following.
      • Underutilized (Orange): Displays days and demand channels with significant underutilization, enabling users to make targeted decisions. Less than 25% of capacity is used.
      • Optimally used (Green): Highlights areas with optimal usage, helping users maintain efficiency. Optimal utilization falls between 25% and 75%.
      • Overutilized (Blue): Identifies days and channels where capacity is exceeded, aiding in resource reallocation. More than 75% of capacity is over used.
      • No Capacity (Blank): No capacity is defined for the selected criteria.
    7. 옵션: Select Save filters.
      Selections remain intact when you log in again or refresh the session.
    8. Select the week using the calendar.
    9. Choose the week view or two-week view for a broader perspective for capacity planning.
      The default view is week-view.

    결과

    The capacity data appears in the calendar based on the applied filters.