View Availability Details in Capacity Reporting Advanced Mode

Prev Next

Overview

In the Daily view of Capacity Reporting, you can click a time slot to gain insight into Adaptive Capacity's calculation process. This helps you understand where the data points of a given cell are coming from.


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

View Availability Details in Capacity Reporting Advanced Mode

Click a time slot in the Daily view of Capacity Reporting Advanced Mode to open Availability Details.

Top section

At the top of the Availability Details flyout, you can see:

Note: The numbers listed here correspond to the data points listed in the cell you selected from the report.

Raw Capacity

The Raw Capacity section provides a breakdown of each technician's hours contributing to the total hours of raw capacity.

Adjustments

The Adjustments section provides a breakdown of where the added or subtracted hours from raw capacity are coming from, whether it's from rule settings or manual adjustments to the report.

Tip: Click Manage rules to go directly to Adaptive Capacity Configuration.

If you need to remove a manual adjustment, click Delete and confirm the removal.

Caution: Deleting a manual adjustment may impact the availability of related time frames and dimensions. This action cannot be undone.

Done or Assigned

The Done or Assigned section provides a breakdown of the jobs and non-job events that are assigned to technicians.

Tip: Click a job number to go directly to the job record for that job.

Unassigned

In the Unassigned section, you can see pending hours from jobs that aren't assigned to a technician yet. These hours impact overall availability.

Tip: Click a job number to go directly to the job record for that job. You can also click Open in Dispatch Board to view the availability of the day in more detail, so you can double-check and compare it with the information listed in Availability Details.

Want to learn more?