Overview
The Capacity Planning dashboard provides an overview of upcoming service requirements and reactive jobs to help users understand future workload, estimated resource requirements, and engineer capacity.
The report allows users to review upcoming services, overdue services, estimated man-hours, preferred engineers, service locations, equipment performance, and previous repair and service activity. This can help with planning engineer resources and identifying areas where additional capacity may be required.
Accessing the Report
To access the report:
From the navigation menu, click Self Service.
Open the All Standard Dashboards folder.
Locate Capacity Planning.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filters.
The report contains 8 pages:
Summary
Services
Services Capacity Planner
Reactive Capacity Planner
By Location
Top Earners
Losers
Last Job (Repair - Service)
1. Summary
The Summary page provides an overview of upcoming and overdue services, including the number of services due and the estimated man-hours required. It separates the information between SEQ Due Services and ESS Due Services to help users understand upcoming service workload.
KPI Chart - SEQ Due Services
The KPI chart provides an overview of SEQ services based on when the next service is due.
Within A Week
Displays the number of services with a next service date within the current week.
Within A Week: Estimated Man Hours
Displays the estimated man-hours required for services due within the current week. Total time is calculated using estimated hours multiplied by the number of people required.
Within Two Weeks
Displays the number of services due within the next two weeks.
Within Two Weeks: Estimated Man Hours
Displays the estimated man-hours required for services due within the next two weeks.
Within Month
Displays the number of services due within the next month.
Within Month: Estimated Man Hours
Displays the estimated man-hours required for services due within the next month.
Overdue This Year
Displays services with a next service date falling within the current year.
Overdue This Year: Estimated Man Hours
Displays the estimated man-hours associated with services within the current year.
Overdue
Displays services within the historical overdue period covered by the report.
Overdue: Estimated Man Hours
Displays the estimated man-hours associated with the overdue services.
KPI Chart - ESS Due Services
The KPI chart provides the same type of service planning information for ESS Due Services.
Within A Week
Displays the number of ESS services due within the current week.
Within A Week: Estimated Man Hours
Displays the estimated man-hours required for ESS services due within the current week.
Within Two Weeks
Displays the number of ESS services due within the next two weeks.
Within Two Weeks: Estimated Man Hours
Displays the estimated man-hours required for ESS services due within the next two weeks.
Within Month
Displays the number of ESS services due within the next month.
Within Month: Estimated Man Hours
Displays the estimated man-hours required for ESS services due within the next month.
Overdue This Year
Displays ESS services falling within the current-year service period.
Overdue This Year: Estimated Man Hours
Displays the estimated man-hours associated with these services.
Overdue
Displays ESS services within the historical overdue period covered by the report.
Overdue: Estimated Man Hours
Displays the estimated man-hours associated with overdue ESS services.
2. Services
The Services page provides detailed information about upcoming and overdue services. It allows users to review service dates, equipment, customers, sites, engineers, service frequencies, and estimated resource requirements.
Dashboard Filters
Next Service Date
Allows users to select a start and end date for the next scheduled service date.
Last Service Completed
Allows users to select a start and end date based on when the previous service was completed.
KPI Charts - Services
Due
Displays the number of services currently due based on the selected service dates.
Overdue
Displays the number of services that are overdue.
Estimated Man Hours
Displays the estimated number of man-hours required to complete the relevant services.
Pivot Table - Due - Oldest First
Provides a detailed list of services, ordered from the oldest next service date first.
Rows
Next Service – The scheduled date of the next service.
Equipment – Equipment ID associated with the service.
Account – Customer account associated with the equipment.
Post Code – Postcode of the relevant site.
Site – Site where the equipment is located.
Equipment Type – Type or category of equipment.
Estimated Hours – Estimated time required to complete the service.
People Required – Number of people required to complete the service.
Service Frequency – Frequency at which the service is scheduled.
Occurrence – Service occurrence or sequence information.
Service Type – Type of service required.
Total Time by Job – Total estimated time required for the job, based on estimated hours and people required.
Filter: Active equipment only.
Pivot Table - Capacity Planning - Postcode & Time Allocation
Provides detailed capacity planning information grouped by service date, customer, site, location, equipment, and engineer.
Rows
Next Service Date – Date when the next service is due.
Account – Customer account.
Site – Site where the equipment is located.
Post Code – Site postcode.
Equipment – Equipment ID.
Engineer – Preferred engineer for the service.
Equipment Type – Type of equipment.
People Required – Number of people required.
Frequency – Service frequency.
Frequency Type – Type of service frequency.
Description – Description of the service type.
Estimated Hours – Estimated time required for the service.
The table helps users understand how service work is distributed by location and the amount of time required.
Filter: Active equipment only.
3. Services Capacity Planner
The Services Capacity Planner page focuses on service workload and engineer capacity. It allows users to review service requirements by preferred engineer and selected service period.
Dashboard Filters
Preferred Engineer
Filters services by the preferred engineer assigned to complete the service.
Period Service Date Due
Allows users to select the service due period using a calendar date picker.
KPI Charts - Service Capacity
This Year
Displays the service capacity requirements for the current year.
This Month
Displays the service capacity requirements for the current month.
Last Year
Displays the service capacity requirements from the previous year.
Last Month
Displays the service capacity requirements from the previous month.
Pivot Table - Capacity Planning
Provides service capacity information for active equipment.
Rows
Account – Customer account.
Site – Service site.
Equipment ID – Equipment associated with the service.
Preferred Engineer – Engineer preferred for the service.
Estimated Hours – Estimated service duration.
Equipment Type – Type of equipment.
Next Service – Next scheduled service date.
People Required – Number of people required.
Frequency – Service frequency.
Type – Service type.
Service Description – Description of the required service.
Filter: Active equipment only.
Pivot Table - PPM Capacity Planning
Provides detailed planned preventative maintenance capacity information.
Rows
Account – Customer account.
Site – Service site.
Equipment ID – Equipment associated with the service.
Contract Number – Associated contract number.
Preferred Engineer – Preferred engineer.
Estimated Hours – Estimated service duration.
Equipment Type – Type of equipment.
Next Service Date – Date the next service is due.
People Required – Number of people required.
Service Frequency – Frequency of the service.
Service Frequency Type Description – Description of the frequency type.
Service Type Description – Description of the service required.
Filter: Active equipment only.
4. Reactive Capacity Planner
The Reactive Capacity Planner page provides information about reactive repair work and the amount of time required to complete outstanding jobs. It can be used to compare recent repair activity with the estimated workload.
KPI Charts
Jobs Completed Last Month
Displays the number of Repair Jobs completed during the selected period, excluding jobs with the states Cancelled, Issued, and Unissued.
Hours Spent to Complete Jobs
Displays the total hours spent completing Repair Jobs. This is based on jobs with a status of Completed or Invoiced during the selected period.
Column Chart - Time Needed to Complete All Outstanding Jobs
Displays the number of outstanding jobs and their estimated hours, helping users understand the volume of outstanding reactive work and the estimated capacity required to complete it.
Values
Distinct count of job – Number of outstanding jobs.
Sum of estimated hours – Total estimated hours required.
Data Table
Provides details of the reactive jobs included in the capacity planning analysis.
Job Number – Identifies the job.
Account Name – Customer associated with the job.
Site Name – Site where the job is being carried out.
Post Code – Postcode of the site.
Job State – Current state of the job.
Completed Engineer – Engineer who completed the job.
Hours – Hours recorded against the job.
Pivot Table - Reactive Capacity Planning Based on Last Month
Provides a detailed breakdown of reactive jobs and their actual versus estimated time requirements.
Job Number – Job identifier.
Account Name – Customer account.
Site – Job site.
Post Code – Site postcode.
Job State – Current job state.
Engineer – Engineer assigned to or completing the job.
Hours – Actual hours recorded.
Estimated Hours – Estimated hours required.
Filter: Job Number is not NULL.
5. By Location
The By Location page provides a geographical view of service resources and equipment. It can help users understand where equipment is located and which preferred engineers are associated with those locations.
Dashboard Filters
Site PostCode
Filters the report by site postcode.
Geographic Area
Filters the report by geographical area.
Column Chart - Engineer by Site and Asset
Values:
Equipment ID
Site
Axis: Preferred Engineer
Displays the equipment and sites associated with each preferred engineer, helping users understand engineer coverage and workload by location.
6. Top Earners
The Top Earners page identifies equipment generating the highest fixed-price service revenue and provides details of the related service activity.
Column Chart - Top Equipment Service Earners
Values: Sum of Fixed Price
Axis: Equipment ID
Displays the equipment generating the highest fixed-price service revenue.
Pivot Table - Revenue
Values: Fixed Price
Rows: Equipment, Service Date
Provides a detailed breakdown of fixed-price revenue generated by each equipment item and service date.
Pivot Table - Due V Completed
Provides information comparing previous and upcoming service activity for active equipment.
Rows
Equipment ID – Equipment associated with the service.
Job Number – Job associated with the service.
Last Service Date – Date the previous service was completed.
Job Status – Current status of the job.
Account Name – Customer associated with the equipment.
Site Name – Equipment location.
Estimated Hours – Estimated time required.
Equipment Type – Type of equipment.
Next Service Date – Next scheduled service.
People Required – Number of people required.
Service Frequency – Service frequency.
Service Frequency Type Description – Description of the service frequency.
Service Type Description – Description of the service type.
Filter: Active equipment only.
7. Losers
The Losers page highlights equipment generating lower fixed-price service revenue. This can help users identify equipment with lower service revenue performance.
Column Chart - Equipment Service Losers
Values: Ranking based on sum of Fixed Price
Axis: Equipment ID
Ranks equipment based on its fixed-price service revenue to identify lower-performing equipment.
Pivot Table - Revenue
Values: Ranking based on sum of Fixed Price
Rows: Equipment, Service Date
Provides the fixed-price revenue ranking for each equipment item together with the relevant service dates.
8. Last Job (Repair - Service)
The Last Job (Repair - Service) page provides historical information about the most recent repair and service activity associated with customers, sites, and equipment.
This information can be useful when planning future work because it allows users to review what was previously completed, including the associated TCCs and work-done notes.
Pivot Table - Last Repair
Provides information about the most recent repair activity.
Rows
Customer Name – Customer associated with the repair.
Location Name – Location associated with the customer/site.
Site Name – Site where the repair took place.
Task Description – Description of the repair task.
Equipment ID – Equipment associated with the repair.
Last Repair TCCs – TCC information recorded for the last repair.
Last Repair Work Done Notes – Notes recorded about the work completed during the last repair.
Completed Date – Date the repair was completed.
Job Status – Status of the repair job.
Pivot Table - Last Service
Provides information about the most recent service activity.
Rows
Customer Account – Customer account associated with the service.
Equipment ID – Equipment associated with the service.
Location Name – Location of the equipment.
Job Number – Job associated with the service.
Last Service Type – Type of the most recent service.
Last Service Date – Date of the most recent service.
Last Service TCCs – TCC information recorded during the service.
Last Service Work Done Notes – Notes describing the work completed during the service.
Completed Date – Date the service job was completed.
Job Status – Status of the service job.
Final Remarks
The Capacity Planning report provides a comprehensive view of current and future service workload, helping users plan engineer capacity and resource requirements.
The dashboard can be used to identify services due soon, overdue services, estimated man-hours, preferred engineers, reactive repair workload, geographical workload, equipment service performance, and previous repair/service activity.
By reviewing these areas together, users can better understand upcoming workload and support effective allocation of engineers and resources.