Manually adjust Capacity Planning (ACP)

Overview

The Capacity Planning Board shows the number of work hours and technicians available for job appointments at a given time slot or arrival window. If needed, you can use the board to manually adjust time slots for Adjustable Capacity Planning (ACP).

Things to know

All employees can view the Capacity Planning Board, but only employees with the Manually Adjust Capacity permission can manually adjust capacity.

View the Capacity Planning Board

1. Go to the navigation bar and click Schedule .

2. Click the Capacity Planning tab. 

In the Capacity Planning Board that opens:

• You can view technician availability by the hour.

• Time slots are organized by business units (BUs) and displayed by the day.

• You can customize your view by using the Filter to show or hide business unit groups. When finished, click Apply.

Tip: To hide a business unit group, click the Delete icon next to it.

Note: You can also click the middle of a time slot to see a summary, including the total amount of work booked, the total amount of technician time available, and any manual adjustments made to the time slot window.

Manually adjust an individual time slot

1. Go to the navigation bar and click Schedule .

2. Click the Capacity Planning tab.

3. Hover over the time slot you want to adjust then click the plus or minus icon. 

Manually adjust multiple time slots

1. Go to the navigation bar and click Schedule .

2. Click the Capacity Planning tab.

3. Click Bulk Edit. 

4. Select the time slots you want to edit:        

   • You can select an entire day to adjust the capacity for all time slots within that day. 

   • You can click Select All to select and adjust the capacity for all visible time slots. 

5. Click the plus or minus icon to specify the number of hours you want to add or subtract.        

   Tip: You can use your keyboard to enter the correct number of hours you want to add or subtract.

6. Click Submit to adjust the capacity for all selected time slots.

Now, when you view an availability summary, you see the time slots have been manually adjusted.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Introduction to Adjustable Capacity Planning (ACP)

• See Adjustable Capacity Planning workflow

• See Set up Adjustable Capacity Planning

• See Manage job booking with Adjustable Capacity Planning