Defining and Modifying Capacity Intervals

Key Concepts 

Capacity intervals are defined by periods of time during which the scheduling of operations on a resource will be affected. Most of the time, the capacity intervals will define when a resource is available to complete operations. However, some types of intervals can specify when operations cannot be scheduled on the resource.

Many resources can share the same capacity intervals, or they can be set differently for every resource. For example, if workers within a department have different shift schedules, the capacity intervals for each worker can be set to reflect that.

Capacity intervals can be created and modified from the Gantt chart view or from Settings | Scenario Data | Capacity / Capacity (Recurring). 

Defining Capacity Intervals

From the Gantt

Capacity intervals can be easily created using the Capacity Tools found at the bottom of the Gantt screen. To show these tools, click on the "Capacity Tools" button found at the lower-left corner of the screen.

  1. Add to: Specify whether the capacity interval should be added to a single resource, all resources within a department, the plant, or all plants. 
  2. Duration: Define the duration of the capacity interval from the drop-down menu. Options range from 5 seconds to 16 hours. Note: Specific durations can be defined in the capacity interval dialog.
  3. Capacity Interval Type: Select what type of capacity interval to create.
    1. Online: This adds an interval over which a resource is available for work during a normal shift.
    2. Offline: This adds an interval over which there is no capacity. Operations can span offline periods, but no work is performed.
    3. Overtime: This adds an interval over which a resource is available for work during an overtime period.
    4. Potential OT: This adds an interval over which a resource is available for work during an overtime shift if needed. 
    5. Cleanout: This adds an interval over which there is no capacity. Operations cannot span cleanout periods, and activities attempting to schedule during this period will be pushed to after the cleanout interval.
  4. Click the resource to create the capacity interval starting at the time you click. This will open the capacity interval dialog where additional options can be modified.
  5. Click "Save and Close" to create the interval.

From Settings | Scenario Data | Capacity

The recurring capacity intervals table can be used for faster editing of daily staffing levels. New capacity intervals can also be manually created from this section. 

  1. Click on the "New" button. This will add a row representing the new capacity interval.
  2. Select the new capacity interval and click "Open" or double-click on the row to open the capacity interval dialog. From here, you can specify the type of interval to add, the duration, and any recurrence pattern you wish to apply.
  3. Click "Save and Close."
  4. With the capacity interval selected, click on "Assigned Resources." This will open a new dialog that lists all of the resources available. Next, select which resources you wish to apply to the new capacity interval.

Note: This dialog can also be accessed by right-clicking on a capacity interval in the Gantt and selecting "Assigned Resources."

Modifying Capacity Intervals

Edit an Existing Capacity Interval

Capacity intervals can be edited using the capacity interval dialog. The Gantt can access this dialog by double-clicking on an interval or right-clicking on an interval and selecting "Open."

Note: Recurring capacity intervals are called "series." To modify a single occurrence (a single interval), select "Open Occurrence." To modify all recurring intervals, select "Open Series." 

Capacity intervals can be edited from the Settings | Scenario Data | Capacity tab by selecting the target interval and clicking on the "Open" button at the top of the grid.

Rename a Capacity Interval

You can change the name of a single Capacity Interval by double-clicking on it in the Gantt and typing in the new name under "Name."

To change the name of all Capacity Intervals, go to Settings | Scenario Data | Capacity (Recurring). Select the capacity interval, click "Open," and type in the new name under "Name."

Move a Capacity Interval

Click on the center of an interval from the Gantt and drag it to move it earlier or later in time.

Resize a Capacity Interval

From the Gantt, click on the right edge of the interval to make it longer or shorter. 

Note: To prevent accidental changes to existing capacity intervals in the Gantt, open the "Simplify Gantt" dialog. In the "Capacity Intervals" tab, you will have the option to "Prevent dragging and resizing " the selected interval type.

Copy a Capacity Interval to another Resource

From the Gantt, click on the center of an interval and drag it to another resource. This will duplicate the capacity interval. Any changes made to one interval (e.g., moving, resizing, etc.) will be applied to all copied intervals.

Remove a Capacity Interval without Deleting

From the Gantt, click and drag the interval to a resource that already has that capacity interval assigned.

Delete a Capacity Interval

From the Gantt, right-click the interval and select "Delete." Capacity intervals can also be deleted from Settings | Scenario Data | Capacity. To do this, select the capacity interval and then click on the "Delete" button. 

Putting a Capacity Interval Offline

From the Gantt, right-click on the capacity interval and select "Open Occurrence." Then, from the capacity interval dialog, select "Offline" and then "Save and Close."

Note: When an occurrence is modified, it is disconnected from recurring capacity intervals and must be maintained separately from that point.