Note: This feature is in controlled availability. To gain early access, contact your Customer Success Manager.
The introduction of date effective capacity means that the system automatically takes account of resource capacity changes when users are added to and removed from the system.
User capacity is now calculated only for users with a State of Active or Pending. For all other States, user capacity will be zero. This new calculation method applies to Capacity Planning, Reporting, Resource Load, and Resource Planning.
Note: This change is not retroactive and will not take account of historic state changes. It will only impact user data from the point when the feature is released for general availability.
How it Works
- If a user is Deleted or Suspended, their capacity during previous Active periods is preserved.
- For existing Active users, the historical capacity remains unchanged. However, as soon as such a user gets deleted or suspended, their capacity will become zero from that point onwards (or until such time when they are re-enabled or restored).
In the following example, a user is deleted in mid-May 2020. As a result, their capacity is shown as zero starting from the deletion date.
In Capacity Planning
- For newly created users, the capacity will be shown as zero until the date they become active.
In the following example, a new user was created in mid-May 2020. As a result, their capacity is shown as zero before the creation date.
In Capacity Planning
In Resource Planning
In Resource Load (Zero availability)
- If there are multiple Active state periods for a given user, their capacity will adjust accordingly for these periods: that is, going down to zero during inactive periods, and going back to the regular capacity (driven by the user’s calendar) during periods when the user is active.
Enabling the Feature
The new mechanism for capacity calculation will become effective for all organizations from our January 2022 release onwards. User deletions or suspensions from that point will have their capacity reduced to zero on their date of deletion or suspension.
To take account of the state of deleted or suspended users that were inactive prior to this date (who have not been re-enabled or restored), system administrators will be able to manually enable this feature by turning on the Take account of Capacity for Inactive Users setting in the Clarizen Labs section. These users will then show as never having had any capacity.
Once enabled, the system setting cannot be turned off.
As part of the April 2022 release, the system setting will be removed and any deleted or suspended users that were in an inactive state prior to January 2022 (who have not been re-enabled or restored) will have their capacity reduced to zero and will be shown as never having had any capacity.