The capacity plan

The capacity plan answers whether the days ahead can actually absorb the work that is due: rostered technician hours against planned jobs and maintenance rounds, per site. Maintenance due tells you what is due; this tells you whether the day it falls on can take it. Open it from Work → Capacity. You need View the capacity plan.

Why it is a separate screen

The due list cannot make a claim about capacity. If it wore capacity colours, “eleven rounds on Tuesday” would read as “Tuesday is full” — which the due list has no basis to say. So the two are separate screens.

How it counts

Every figure is computed in man-minutes against the roster: the hours your technicians are actually rostered for, not a headcount. “A four-hour job for two fitters is eight hours of the day.” Supplier work is counted apart, because it is somebody else’s roster. Only work with an estimated duration can be weighed. A job or round with no estimate still appears in the day’s list, but adds nothing to its hours — the foot of the screen says how many there are (“2 jobs have no estimate, so they count towards the day’s list and not towards its hours.”). If the plan looks emptier than the workshop feels, the usual cause is plans and jobs with no duration on them. Open jobs with no date at all sit outside the plan; the foot of the screen counts them too, with a link to them. The site switcher at the top decides which sites are shown. Sites are never blended: technicians are rostered at a site and cannot absorb another site’s load, so an average across three sites would hide the one that is drowning.

Narrowing the plan

Filters beside the month controls opens pickers that narrow the whole plan to part of its work — so you can ask how much of a heavy week is statutory work, or one asset’s, or one crew’s. Each picker except With or without an asset is a list of checkboxes that stays open while you tick as many as you need, and has Select all; leave one empty (Any) and it does not narrow. What you ticked is shown as chips under the picker. The filters apply to all three views — Month, By technician and 52 weeks — and to every figure on them: the summary line, the cells, the load line, a single day and the breakdown tables are all counted from the narrower set, job by job, before anything is added up. The button shows how many filters are set. With the panel folded away, a line headed Showing only keeps naming what the plan is narrowed to, because every total on the page is about less than it would otherwise be. Clear filters removes them all. Where nothing matches, the view says so and suggests clearing a filter or moving the window. A round merged into a less frequent one by activity merge — a monthly done by the annual service’s visit — stays out of the plan even when the annual is filtered out, so filtering never brings back work that would not happen.

Month

The default view: one calendar month, with Previous month, Next month and This month to move around it. The summary line for the month: Each day shows one line per site, with how full the day is as a percentage and a bar: Under the bar, the day lists how many jobs and rounds fall on it and flags emergencies. A warning badge with a count marks something outstanding on that day’s work — a part, a tool or a permit short. A shutdown on the day is shown by its code.

A single day

Click a day to see Capacity for that date:

• What wants the day — each job and round with its hours, who has it (a person, a crew or a vendor) or not raised yet for a round that is not a work order yet, and what it costs the day.
• In the way — what is short: parts, tools and permits read from the same requirements as the job’s readiness, so a shortage here and a blocked job on the work order are one fact. A tool counts as a conflict when more work wants it on a day than there is of it. Jobs past their service level are flagged SLA breached.
• Who is on — each technician rostered that day, their shift, whether they are on call, the hours counted and the work Already named to them. “Nobody rostered” when no shift covers the day.
• When the site is on shutdown, the day says so.

Where the hours go

Below the calendar, a table breaks the month’s hours down By category or By asset: the hours, the share of the roster they take, the heaviest day (with how full it was), and how many jobs and rounds — including how many have no estimate, and how many hours fall on days nobody is rostered.

By technician

A timeline with one row per technician, and an Unassigned row (“nobody on it yet”) on top. Choose Day, 3 days or Week, and move with Earlier, Later and Today. Each technician’s row shows their worker number and how many of their shifts were counted; shaded hours are rostered. Each job is a bar across the time it is planned for. An emergency is marked, and something outstanding flags work with something short. A dashed bar is a window nobody chose — placed on a due date or drawn from an estimate. The timeline is also a way to plan. People who may reschedule and assign work can:

• drag a bar to move the job’s planned start,
• drag its right edge to change how long it runs,
• drag it onto somebody to assign it to them.

Moves snap to 15 minutes. Each one is a real reschedule or assignment on the job, recorded on its history like any other.

52 weeks

The rolling year from the current week — labelled, for example, “Oct 2026 — Oct 2027”. There is no date navigation here: it is always this week and the next fifty-one. The summary line totals the year: hours of work, jobs & rounds, how many plans are on the grid, how many rounds are not raised yet, and the heaviest week. Rows chooses the grouping — By plan, By category or By asset. The top row, Every week, totals each week’s hours. Each plan row names the plan, its code, site and how many assets it covers, how often it runs, and its jobs and hours for the year. Each cell shows how many jobs or rounds fall in that week and their hours: Condition-based plans have no fixed week to sit in, so they are listed below the grid with a note explaining why.

What to do about an overloaded day

What this screen is not

The capacity plan is about whether the days ahead fit. For who is on what right now, and assigning today’s work with every check shown, use the dispatch board.