Tip: You can watch an instructional video, showing the possibilities of the capacity overview in detail. You can start this video here: Insight into capacity

The Capacity overview form shows a graphical overview of the capacity group load. You can consult the overview in order to detect any bottlenecks in the planning. Any problems can be solved by rescheduling operations on the Operations planning board.

The data in the capacity overview originate from several forms:

• The load data are the plan times from the Production calculation for operations form. When an operation has been scheduled, the division of the plan time is displayed on the Day planning form. The load is calculated as follows: Load percentage = Load / Available capacity * 100%
• The details of the available capacity for capacity groups are copied from the Capacity groups form.
• The details of the available capacity for employees are copied from the Schedule form.

The form only displays the load for operations that meet the following conditions:

• They have not been not confirmed
• They are part of production files that have not been confirmed
• The production file status is not 'History'

The data displayed relate to the period shown on the Period toolbar.

Viewing capacity groups or employees

A preset allows you to specify the data you want to be displayed in the graph:

• Capacity groups: The overview only shows capacity groups that have been configured to be displayed on the Capacity overview form. Select the Capacity overview check box on the General tab of the Capacity groups form.
• Capacity groups of department
• Personnel: The overview only shows employees that have been configured to be displayed on the Capacity overview form. Select the Capacity overview check box on the Work data tab of the Employees form.

Distinguishing load percentages

The right-hand side of the form shows the load percentage. The load by capacity group is displayed over time. You can visually distinguish the load percentages. Use the Capacity overview settings to assign colors to the different percentage ranges.

Customizing the display of the 'Capacity overview' form

The display of the Capacity overview form can be customized to suit your information needs. To customize the display, use the Gantt chart properties form (View menu, Gantt chart settings, Properties), and/or the toolbars on the Capacity overview form.

You can make the following settings:

• The toolbar on the Capacity overview form allows you to specify whether the data should be displayed by day, week, month or year. Click to see less detail (for example, to change the month/day display to a month/week display), or click to see more detail.
• The start date, period length, and end date are set using the toolbar in .
• You can choose a 'Normal' load type (for instance by week, or another period), or a 'Cumulative' load type (the collective loads of all periods starting from the current date) by opening the View menu, and then selecting Gantt chart settings: Make sure the check box is not selected if you want the 'Normal' load type to be displayed. You can also click the icon to change the load type from 'Normal' to 'Cumulative', or vice versa.
• You can specify the type of data to be displayed: the capacity load as a result of orders with an 'Order' or 'Actual costing' status type (), production files with an 'Offer' status type (), or project lines with an 'Estimated' type ().
• You can choose to display only capacity groups or employees that show an overload. To so do, click .