Define Capacity Rules for Bucket Resource

Explanation

A bucket resource or the resource type can be given a collection of rules where each capacity rule can be used to limit the number of activities assigned to the bucket resource. Each set rule will be evaluated independently for each resource it applies to. This means that multiple rules can be defined for the same resource, limiting the number of activities in different ways or over different periods of time. Every rule must be satisfied for the schedule to be valid.  

Each rule can either be evaluated over the resource's shifts, or over a provided reference period (e.g. the rule can be evaluated over any 48 hour period within the schedule).  

There are four types of capacity rules: 

• SHIFT_MAX_TOTAL_ACTIVITY_COUNT: This rule limits the number of activities that can be allocated within the defined time frame for the rule (shift or reference period)  
• SHIFT_MAX_TOTAL_VALUE: This rule limits the total activity value that can be scheduled within a given number of shifts/reference periods. The base value is used for each activity when calculating the total value.  
• SHIFT_MAX_TOTAL_DURATION: This rule limits the total activity duration that can be allocated within any shift/reference period.  
• SHIFT_CUSTOM_METRIC: This rule uses an activity's custom metric value as the limiting factor within a given number of shifts/reference period. Custom metrics can be defined in the Custom_Metric table and applied to activities or activity types. They define values for activities that are not used in any scoring calculations when scheduling the activity, so a higher custom metric value does not give an activity a higher scheduling incentive, but the higher value could limit whether the activity can be scheduled according to the SHIFT_CUSTOM_METRIC rule. 

Prerequisites

N/A

System Effects

As a result of this activity, rule parameters can be added to the defined rules.