Report on Capacity Pools & Route Types
Description: This article describes the purpose and application of Capacity Pools. You will find instructions to create Capacity Pools, assign Route Types to Capacity Pools and generate Reports based on Capacity Pools.
Capacity Pools can be used to generate reports on the utilization of different types of resources, for example "production" and "non-production" resources. The different types of resources are defined by Route Types, and related Route Types are grouped into Capacity Pools for the purposes of reporting.
A painting company defines their Routes as teams, each with a Crew of employees and a van. Some of their teams provide on-site estimations only, which are therefore non-production teams. The other teams, which do the painting generate production income.
- Define Routes as "Team1", "Team2" etc.,
- Add Route Types for "Estimators" and "Painters", to differentiate the skillsets of each team.
- Each Team is assigned to the appropriate Route Type.
- Add Capacity Pools named "Estimate" and "Production".
- Assign the "Estimate" Capacity Pool to teams that do estimations only and the "Production" Capacity Pool to Route Types that generate production income.
- Create a Revenue Report to include a separate Column for each Capacity Pool.
- Run Report for revenue results for these two different types of resources.
To report on Capacity Pools follow this sequence of steps:
Part One: Classify Routes by Route Type
- Create Route Types to identify sub-groups within your Routes (see Add Route Types).
- Select a Route Type for each Route (see Add New Routes).
Part Two: Group Route Types into Capacity Pools.
- Add Capacity Pools.
- Select a Capacity Pool for each Route Type.
Part Three: Run Reports on Capacity Pools.
- Add Capacity Pool Columns to Report.
- Run Report for Results based on the selected Capacity Pools, and the resources they include.
We use “corporate” to represent business owners, corporate head office or system administrators who have access to top-level system features and setup. We use "office" to represent a business unit, which may be a single-location operation, a franchise, or part of a non-profit or multi-location company. A “general manager” is responsible for setup and operations at the office level.
Only corporate and system administrators can add Route Types, but general manager can add new Routes in Office as they go.
Select a Route Type for all Routes:
- For a New Route, select Route Type in the Details section.
- For existing Routes, Edit the Details section to select a Route Type.
1. Add Capacity Pools
First, add Capacity Pools to group Route Types into.
A Capacity Pool should distinguish different types of resources, such as revenue producing resources like "Production" and non-revenue generating resources like "Estimators".
- Click Setup.
- Click Schedule to expand panel.
- Click Route Types to view all Route Types.
- Select a Route Type to access Capacity Pools.
- Click Manage Capacity Pools.
- Under Actions, click New Capacity Pool.
- Enter Name.
- Click Add New to save.
2. Assign a Capacity Pool for each Route Type
Next, assign a Capacity Pool for each Route Type. Repeat steps so all Route Types are assigned to Capacity Pools.
- Select a Route Type to open details.
- Select Capacity Pool from the list.
- Click Update to save.
- Repeat for other Route Types.
Edit a Revenue Report
- Click Reports.
- Click Revenue to expand panel.
- Hover over a Revenue Report to see actions, click Edit.
Add Capacity Pool Fields to Report
- Click Show Available Columns.
- Scroll to Route Capacity to see available Capacity Pools.
- Drag a Capacity Pool over, drop under Columns.
- Click Update.