User Capacity for Inactive Users is Zero

Note: This feature is in controlled availability. To gain early access, contact your Customer Success Manager. 

Introduction 

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 previousActive 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 reports 
    Picture1.png

     In Capacity Planning
    Picture2.png
  • 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. 
    Picture3.png

    In reports
    Picture4a.png

     
    In Capacity Planning
    Picture4.png 
    In Resource Planning
    Picture5.png

    In Resource Load (Zero availability)
    Picture6.png
  • 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.
    Picture7.png

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. 

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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. 

 

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Comments

  • Avatar
    Coates, Kimberly

    This is great news but I have some concerns for companies that are leveraging the AD Sync Tool for user account creation. Today the AD Sync Tool does not allow us to create a user account in a "Pending" State. 2nd step in the user account set-up: the platform does not allow us to configure a workflow rule based on the users initial login in order to mark the user as "Active" when they first log in.

  • Avatar
    Zach Fields

    Great call out, Kimberly. My company also uses the AD sync tool to load in users and I have this same concern.