---
schema_version: "1"
id: 685d2b5a3a734c893d3ff5d5426e602456e672e4cda4d6758b03439144e2a0e5
title: Capacity Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fwm_capacity_plan_about.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fwm_capacity_plan_about.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9169553a2190e337f6ea415ba8d21313f0895137081a7157ae44da17117d9ff4
description: Use capacity plans to determine the coverage required to meet demand by job profile and time period. Capacity plans estimate the staff required by job profile, show the number of assigned and available staff, and create shifts to meet capacity requirements..
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Capacity Plans

Use capacity plans to determine the coverage required to meet demand by job profile and time period. Capacity plans estimate the staff required by job profile, show the number of assigned and available staff, and create shifts to meet capacity requirements..

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.fwm_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Frontline Workforce Management.">Supported Editions for Frontline Workforce Management</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d1701e56">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1701e56 ">To view, create, and edit workload histories and intelligent forecasts, and to view and
            create capacity plans:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1701e56 ">Workforce Management Analyst</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1701e56 ">To view capacity plans, and to create shifts from a capacity plan:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1701e56 ">Workforce Management Planner</td>

        </tr>
      </tbody>
    </table>

## Learn about Short-term Plan

The dashboard shows the estimated number of reps needed, available staff, and assigned shifts for the time frame defined in the short-term plan.

- **Staff Required**
    
    The total number of staff required for the forecasted workload by job profile and service territory. When the number of job profiles increases, Staff Required increases. That’s because we split the workload across job profiles equally, calculate the required staff for each job profile separately, and then round up to the nearest whole number. If the workload is small, an increase in job profiles can result in a jump in the number of staff required.

## Dashboard Considerations

The data breakdown includes a row for each time interval even if there are no required, available, or assigned staff or FTEs predicted for that interval. Each interval has one or more rows according to the number of shift templates for the interval. In addition, there’s a row for each shift in the interval without a template.

- [Admin Checklist for Capacity Plan Setup](https://help.salesforce.com/s/articleView?id=service.fwm_configure_capacity_planning_1.htm&release=264.0.0&type=5 "Format your data so that your team can create a capacity plan."): Format your data so that your team can create a capacity plan.
- [Capacity Plan Glossary:](https://help.salesforce.com/s/articleView?id=service.fwm_capacity_plan_glossary.htm&release=264.0.0&type=5 "To make sense of all the data going into your capacity plan, read this glossary. Refer to it as you move through the plan setup steps.") To make sense of all the data going into your capacity plan, read this glossary. Refer to it as you move through the plan setup steps.
- [Create a Capacity Plan](https://help.salesforce.com/s/articleView?id=service.fwm_capacity_plan_glossary.htm&release=264.0.0&type=5 "To make sense of all the data going into your capacity plan, read this glossary. Refer to it as you move through the plan setup steps."): Create a short-term capacity plan to predict how many shifts you need to provide coverage.
- Export Your Capacity Plan:Export your capacity plan as a CSV file.

- **[Admin Checklist for Capacity Plan Setup](https://help.salesforce.com/s/articleView?id=service.fwm_configure_capacity_planning_1.htm&release=264.0.0&type=5)**  
    Format your data so that your team can create a capacity plan.
- **[Capacity Plan Glossary](https://help.salesforce.com/s/articleView?id=service.fwm_capacity_plan_glossary.htm&release=264.0.0&type=5)**  
    To make sense of all the data going into your capacity plan, read this glossary. Refer to it as you move through the plan setup steps.
- **[Create a Capacity Plan](https://help.salesforce.com/s/articleView?id=service.fwm_create_capacity_plan.htm&release=264.0.0&type=5)**  
    Create a short-term capacity plan to predict how many shifts you need to provide coverage.
- **[Export Your Capacity Plan](https://help.salesforce.com/s/articleView?id=service.fwm_export_capacity_plan.htm&release=264.0.0&type=5)**  
    Export your capacity plan as a CSV file.

#### See Also

- [Supported Editions for Frontline Workforce Management](https://help.salesforce.com/s/articleView?id=service.fwm_editions.htm&release=264.0.0&type=5 "Learn about the Salesforce user interfaces, editions, and add-ons that support Frontline Workforce Management.")
- [Frontline Workforce Management Limits and Considerations](https://help.salesforce.com/s/articleView?id=service.fwm_limits.htm&release=264.0.0&type=5 "Before setting up Frontline Workforce Management, review these limits and considerations.")
- [Set Up Frontline Workforce Management](https://help.salesforce.com/s/articleView?id=service.fwm_configure_1.htm&release=264.0.0&type=5 "Before your teams can use Frontline Workforce Management, turn it on, assign permission sets, and create a custom Lightning Console app for your team to use.")
- [Workload Histories and Intelligent Forecasts](https://help.salesforce.com/s/articleView?id=service.fwm_history_and_forecasts_about.htm&release=264.0.0&type=5 "A workload history aggregates all or some of your historical workload volume data. Use a workload history as the foundation for building an intelligent forecast, which predicts future work volume based on your historical trends.")
- [Manage Shifts](https://help.salesforce.com/s/articleView?id=service.fwm_manage_shifts.htm&release=264.0.0&type=5 "Create and manage shifts that drive resource availability for on-site and field work.")