Create a Capacity Plan

Create a short-term capacity plan to predict how many shifts you need to provide coverage.

Required Editions

Complete the Admin Checklist for Capacity Plan Setup

Supported Editions for Frontline Workforce Management
User Permissions Needed
To view, create, and edit workload histories and intelligent forecasts, and to view and create capacity plans: Workforce Management Analyst
To view and create capacity plans, and to create shifts from a capacity plan: Workforce Management Planner
  1. From the App Launcher, open Intelligent Forecast and create an Intelligent Forecast. Or select a Forecast and click Add Capacity Plan.
  2. In the Capacity Plan page, specify these details:
    • Enter a unique identifier in the Name field.
    • Provide context in the Description field (optional).
    The forecast is automatically populated and the selected forecast determines the start and end dates, and users can adjust if required.
  3. Select the Work Type. Click Next.
  4. Select the Service Territory. Click Next.
  5. Click Finish.
    The capacity plan is generated.