The capacity planning sets the planned hours of your current projects against the hours your employees are available. That way one table shows you in which weeks there is room and where someone is getting too full. This article explains what the figures and colours mean. The Beamcore interface is in Dutch, so button and menu names are shown in Dutch with a translation.
Where to find the page
Go to Capaciteit → Capaciteitsplanning (Capacity → Capacity planning). You only see the page if capacity planning is included in your subscription (from the Groei plan) and you have the permission Planning beheren (Manage planning). By default the roles admin and tekenaar (draughtsman) have that permission. Users with the role klant (customer) or aannemer (contractor) never see the page.
Which hours count
Beamcore calculates with the parts from the planning of your projects. A part counts if:
- the project is active or delayed,
- the part has not been completed yet,
- the part has a deadline and is assigned to one of your own employees. Parts that are with the customer do not count.
Each day of lead time of a part counts as 8 hours. Those hours are spread over the working days between the start and end date of the part. If a part has no start date, all hours fall in the week of the deadline.
The capacity per week comes from the employee's schedule, minus absence and public holidays. How to set those up is explained in Employees, schedules and absence.
The table per employee per week
The table Ingeplande uren per tekenaar per week (Planned hours per draughtsman per week) shows eight weeks side by side. Only employees with planned hours in that period are listed. Per week you see:
- the number of planned hours,
- the available hours, for example van 40u (of 40h),
- the utilisation percentage,
- a line with the public holiday or absence if it falls in that week.
Move your mouse over a cell to see which projects the hours come from. Click the name of an employee to expand the row into the hours per project. On the right is Totaal uren (Total hours) with the average percentage, at the bottom the row Totaal per week (Total per week) for the whole team.
You only see the reason for absence, such as holiday or illness, if you are allowed to manage employees. Others only see Afwezig (Absent).
The legend
The colour of a cell follows from the planned hours divided by the available hours in that week:
- Ruimte (Room): the utilisation is below the threshold for almost full. By default that is below 90%.
- Bijna vol (Almost full): by default from 90 up to and including 100%.
- Overbelast (Overloaded): by default above 100%.
- Niet beschikbaar (Not available): the employee has no available hours that week and nothing is planned either.
If hours are planned in a week without available hours, the cell turns red with the text Ingepland zonder capaciteit (Planned without capacity). The percentages next to the legend are the thresholds of your company. You change them in the capacity settings.
Choosing a period and key figures
With the arrows Vorige periode (Previous period) and Volgende periode (Next period) you move four weeks. Vandaag (Today) takes you back to the current week. If there is still work in earlier weeks, the page reports how many hours of overdue work are still open.
Above the table are five tiles about the period shown: the number of planned draughtsmen, Totaal uren, Bezetting (Utilisation), Beschikbaar (Available) and Overbelast. Below the table is Projecten in deze periode (Projects in this period), with per project the draughtsman, start and end date, the hours in this period and the status.