---
schema_version: "1"
id: e0120f00db13033c1ce68a9904ab3834011425799071e523ba5fd47d52fb748c
title: Create a Capacity Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fwm_create_capacity_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fwm_create_capacity_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 47e28b82ed0db5b109d5ce548fb6d4f96b22c9425e4fe305729932a7c87e36a8
description: Create a short-term capacity plan to predict how many shifts you need to provide coverage.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# 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](https://docs.google.com/document/d/1GEaTRHohk2seulyfDykJB2Evk8ZHU-fqv4wyVNCDgG4/edit?tab=t.0#heading=h.hoq8lnng35k4)

<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%">
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        <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="d2781e65">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2781e65 ">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="d2781e65 ">Workforce Management Analyst</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2781e65 ">To view and create capacity plans, and to create shifts from a capacity plan:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2781e65 ">Workforce Management Planner</td>

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

1. From the App Launcher, open Intelligent Forecast and [create an Intelligent Forecast.](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_intelligent_forecast.htm&type=5&language=en_US) 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.