---
schema_version: "1"
id: 993ad9074479d45a9213a77fa53b4b49fe52a2cc2dc37f267c95796e98b7fee4
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/workforce_engagement_create_capacity_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_capacity_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b55a956bd6fa260e137f70373eac891772294f022a76d31f3762897d2f57a2f
description: Create a short-term capacity plan to predict how many shifts you need to provide coverage.
products:
  - Service Cloud
  - Digital Engagement
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.workforce_engagement_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Management and Quality Management">Supported Editions for Workforce Engagement 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="d119242e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d119242e67 ">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="d119242e67 ">Workforce Engagement Analyst</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d119242e67 ">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="d119242e67 ">Workforce Engagement 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. Click **Next**.
4. On the Choose Queues for this Capacity Plan page, select one or more queues to include. Each queue must be mapped to a job profile. If a queue isn't mapped, click Map to Job Profile and assign a job profile to the queue. See [create job profile](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_job_profile.htm&release=264.0.0&type=5 "A job profile lets you describe the skill requirements that are needed for the work.").
5. Click **Next**.
6. The selected queues are validated and associated job profiles. If the validation fails, an error message identifies the issue and provides a link to the related configuration. Click Go to Shift Template. To create a shift template, see [create shift template](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_shift_templates.htm&type=5&language=en_US).
7. Click **Finish**.
    
    The capacity plan is generated.

- **[Export Your Capacity Plan](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_export_capacity_plan.htm&release=264.0.0&type=5)**  
    Export your capacity plan as a CSV file.