Resource Capacity Calculation

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 page. 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:

The resource selected in the Generate Resource Schedules and Capacity dialog is of type Person, Tool/Equipment or Machine.
The Include Structure parameter is selected.
The parameters Company or Site has a value (if job is started as a Scheduled Task).
The parameter Calendar has a value (if an existing Calendar in Application Base Setup/Work Time Calendar has been changed.

For all the individual resources found from the parameters given, the following is done:

The already existing records for these resources are removed from the resource capacity table for this time span.
If the resource is a Person and Use HR Schedule is selected for the resource, the scheduled capacity is fetched from HR for the employees connected to the Person, and will not us the Calendar ID registered on the Person resource.
If the resource is a Person and Use HR Schedule is not selected for the resource or the resource is a Tool/Equipment or Machine, the capacity is fetched from the Work Time Calendar using the Calendar ID and Utilization as below:

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 Generate Resource Schedules and 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:

The resource selected in the Generate Resource Schedules and Capacity dialog is of type Structure, Person Group, Tool/Equipment Group or Machine Group.
The parameters Company or Site has a value (if job is started as a Scheduled Task).
The parameter Calendar has a value (if an existing Calendar in Application Base Setup/Work Time Calendar has been changed.

For all the resource groups found from the parameters given, the following is done:

The already existing records for these resources are removed from the resource capacity table for this time span.
If the Capacity Calculation Base for the resource group is set to “Individuals” the capacity for the resource group is updated by summarizing the already calculated capacity for the individual resource belonging to the resource group taking the “% in Group” in the Capacity Basis tab for each individual into account.
If the Capacity Calculation Base for the resource group is set to “Group”, the capacity is fetched from the Work Time Calendar using the Calendar ID and Utilization as below:

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 Calculation for capacity is selected in the Resource Basic Data page, the capacity calculation for a resource is automatically started triggered by certain activities:

When a new Resource is created, the capacity is calculated for the newly created resource.
When modifying Calendar ID, Utilization or Use HR Schedule for an individual resource of type Person or Tool/Equipment.
When creating or deleting a record in Capacity Basis tab for an individual Machine.
When creating or deleting a record in Capacity Basis tab for an individual Person or a Tool/Equipment where the Calculation Capacity Base on the parent Resource Group is set to “Individuals”.
When modifying Start Date, End Date or Efficiency in Capacity Basis tab for an individual Machine.
When modifying Start Date, End Date or % in Group in Capacity Basis tab for an individual Person or a Tool/Equipment where the Capacity Calculation Base on the parent Resource Group is set to “Individuals”.
When an Employee Connection is created or removed and the Use HR Schedule is selected on the Person resource.
When Calendar ID or Capacity Calculation Base is modified on the Company or Site Connection for a Resource Group.
When Utilization or Primary Scheduling is modified on the Employee Connection for a Person resource where Use HR Schedule is selected.
When creating or modifying a record in Capacity Basis tab on a Resource Group.

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	Capacity is based on the resource schedule generated for the defined calendar on the site connection for the machine group
Person	Yes	Capacity is based on the resource schedule generated from the person's employee schedule(s)
Person	No	Capacity is based on the resource schedule generated from the calendar defined for the person
Tool/Equipment	N/A	Capacity is based on the resource schedule generated from 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 the defined quantity of individuals in the resoucre group as well as on the calendar defined on the resource 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.

Resource Capacity Calculation

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Activity Diagrams