Overview
Simple Mode in Adaptive Capacity Reporting shows your capacity at a high level. This allows you to quickly assess whether a specific area remains bookable or if it has insufficient capacity.
Who uses this feature
Administrators, owners, and managers
Primarily benefits Residential Service and Commercial Service business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) to get access.
The Apply Manual Adjustments permission is required to use this feature. Please contact the account administrator on your team.
Things to know
You can use Business Unit, Business Unit Group, Job Type, Job Type Group, Skill, Team, Technician, Trade, and Zone attributes to group and filter the report in Simple Mode. To optimize capacity, configure these attributes in a way that reflects your organization. For more, see:
If needed, you can download the Capacity Report by exporting it as a CSV file. This allows you to easily extract the data for internal reporting.
You can view the report in more detail in Advanced Mode. For more, see Use Advanced Mode in Adaptive Capacity Reporting to plan your week and make manual adjustments.
Use cases
You want to know how many hours of technician time are still available for booking or have already been scheduled.
Open Simple Mode in Capacity Reporting
Go to the navigation bar and click Schedule
.Click Capacity Reporting.
Review the informative pop-ups then click Next > Get Started.
Tip: To prevent these pop-ups from coming up again, select Don't show this again.
On the Adaptive Capacity Report that opens, click Simple under Reporting Mode.
Overview of Capacity Reporting in Simple Mode
Capacity Reporting is based on hours as a unit, not number of jobs. Think of the report as a big spreadsheet with more functionalities.
In Capacity Reporting Simple Mode, you can:
View capacity for a selected day or a five day period in a week.
Click the Back
or Forward 
arrows to change your view by a day if you're in the Daily view, or by a week if you're in the Weekly view. 
Click the Date Picker to select a specific date.
Select the way in which you want to view the report:
Capacity Focus: Select Open Time to see the total hours of technician time still available based on your Group by selection, including strategic capacity. Select Scheduled Work to see the total hours of technician time already scheduled based on your Group by selection.
Group By: Select an attribute to determine how capacity is segmented in the report, like business unit, job type, and so on. For more, see Groups in Capacity Reporting Simple Mode.
Time slots in Capacity Reporting Simple Mode
In the Weekly view, each column represents a day and the first column is a summary of the entire week. Click the column header on a given day to switch to the daily view of that day.
In the Daily view, each column represents a business hour time slot and the first column is a summary of the entire day. The time slots are listed at the top of each column.
Note: If your account is configured to use office time zones, time slots use the time zone set in your account. Otherwise, time slots use the time zone set on your device.
Groups in Capacity Reporting Simple Mode
Groups determine what type of data is shown in the report. To set this, click the dropdown under Group By and select an option.
Attributes you can choose from include:
Business Unit
Business Unit Group
Job Type
Job Type Group
Skill
Team
Technician
Trade
Zone
Each row is a specific item within a group. For example, if you group by Technician, each row represents an individual technician.
Note: Group Attributes can be refined with filters.
Filters in Capacity Reporting Simple Mode
Click Filter 
to refine the grouped data you see in the report.
Filter criteria varies depending on what you group the report by. For example, if you group by Job Type, you can show and hide specific job types.
Data points in Capacity Reporting Simple Mode
Open Time
Click Open Time under Capacity Focus to see the total hours of technician time still available based on your Group by selection, including strategic capacity. Below the number of open hours is the percentage of hours that are booked and no longer available.
Totals are shown in the first column and top row. Hours and percentages per item within the group are shown in each row below that.
In addition to open hours and the percentage of booked hours, data points include:
Labor: The total hours of labor coming from the number of hours that technicians are supplying from their shifts or your business hours.
Added or Subtracted: The total hours coming from any strategic adjustments you've made. If you have a rule or manual adjustment to increase the capacity you'll see an Added number. If you have a rule or manual adjustment to reduce capacity, you'll see a Subtracted number.
Scheduled: The level of commitment that's already been scheduled on the Dispatch Board. Switch to Scheduled Work under Capacity Focus to see this in more detail.
Scheduled Work
Click Scheduled Work under Capacity Focus to see the total hours of technician time already scheduled based on your Group by selection.
Totals are shown in the first column and top row. Hours per item within the group are shown in each row below that.
Scheduled hours can also be broken into more granular data points:
Assigned: The total hours where technicians are assigned to jobs or non-job events.
Unassigned: The total hours where technicians are not assigned to jobs.
Calculation differences between Open Time and Scheduled Time
Let's say you have two hours of service work scheduled and your technicians are eligible to perform both maintenance and service jobs.
Open Time shows scheduled consumed hours on all potentially impacted groups. This means the two hours of service work is deducted from both Service and Maintenance job types as scheduled time. This is because the technician can't work on a maintenance job while working on a service job.
Scheduled Work shows the scheduled consumed hours only on the specific group. This means the two hours of service work is only shown in the Service row. This provides a clearer picture of how scheduled work is distributed within your business.