Rough Cut Capacity

Objective:

• Manage a resource

  • Identify sales needs - identify when Sales can sell and schedule an install

  • Understand availability of implementation windows/install dates

  • Will use Estimated Hours to understand capacity

    • Estimated Hours will tie to Customer Quotes

    • Non Billable hours 

      • Entered in Estimated Hours

      • Tagged as non billable (only when the project has no contract)

  • Estimated should tie to quote for their projects

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    • Hours should be placed in the timeframe they expect to complete

  • They should have all their planned hours in for this week by Tuesday

  • The should consistently have all planned hours for the following week in by Friday

  • All estimated hours for a project should be entered in best guess of when it should happen by week

• Plan the event horizon

• See capacity

• Sales visibility

• Utilization planning

1. On the Menu Panel, click on Help Desk.

2. Click on Rough Cut Capacity under Reports.
   
   

   Open

   

   
   
   

   1. Grid is initially grouped by the Resource (agent assigned to the ticket)

   2. There will be 12 weeks bucket in the grid, starting from the Plan Date.

   3. Estimated = Quoted Milestone Hours during the reporting period (Ticket screen > Time Tracking tab > Estimated Hours column OR Time Entry Screen> Estimated Hours column).

   4. Planned = total hours of activities in the ticket during the reporting period (Ticket screen > Activities tab > Event).

   5. Booked = number of hours worked during the reporting period (Ticket screen > Time Tracking tab > Hours column).

3. To filter by Resource, input parameter then click enter. User can also add filter criteria.

4. User can add new hours worked to a ticket, click the Ticket drill down. This will load the the Hours Worked tab in the Ticket screen.

5. User can also open customer screen by clicking the Customer drill down.