Resource Capacity Setup

Resource Capacity setup defines the resources that can be scheduled or measured.

This is shared setup. A service domain such as Production, Driving, Agriculture, or Inspections narrows business context, but it does not create a separate resource master.

Open Resource Capacity -> Setup.

Workspace Reference

Workspace	Open From	Main Action	Main Record
Resource Types	Resource Capacity -> Setup -> Resource Types	Create or edit resource type	Classification for resources such as instructor, vehicle, machine, room, line, or service point.
Resources	Resource Capacity -> Setup -> Resources	Create or edit resource	Actual capacity unit that can be booked, scheduled, costed, or measured.

Resource Types

Resource types classify resources. Examples include instructor, vehicle, machine, room, production line, field officer, or inspection team.

Resource types help users filter resources and apply consistent scheduling behavior.

Important fields include:

Field	Required	Meaning
Name	Yes	User-facing type name.
Category	Recommended	Human, equipment, machine, room, vehicle, work center, production line, service point, or other.
Domain	Recommended	Operating area or business context.
Default Capacity	No	Typical capacity quantity for this type.
Capacity Unit	Recommended	UOM used to measure capacity, such as unit, hour, seat, batch, or another approved unit.
Description	No	Guidance for users selecting the type.
Active	Yes	Whether the type can be used.

Use resource types to standardize scheduling. Do not create a new type for every individual resource.

Resources

Resources are the actual capacity units used in operations. A resource should include a clear name, type, status, location or service scope where applicable, and any relevant operational notes.

Important fields include:

Field	Required	Meaning
Resource Type	Yes	Approved type this resource belongs to.
Name	Yes	Visible resource name.
Status	Yes	Available, unavailable, maintenance, or retired.
Capacity	Recommended	Quantity the resource can provide.
Capacity Unit	Recommended	Shared UOM for capacity.
Cost Rate	No	Optional planning or costing rate.
Currency	Required when cost rate is used	Currency for the cost rate.
Location	Recommended	Shared operational location.
Resolved Business Unit	Informational	Business unit shown from the selected location or resource where available.
Resolved Location	Informational	Location shown from the selected resource during booking where available.
Legacy/External Location Label	No	Optional external label only, not the main location reference.
Description and Active status	Recommended	Usage guidance and whether the resource is available for new scheduling.

The selected operational location is the canonical location. Avoid using free-text location labels when the shared location exists.

Shared Setup Dependencies

Resource Capacity depends on several shared setup areas:

• Operational Locations for where resources exist or operate.
• Units of Measure for capacity units.
• Business Units for ownership and reporting scope.
• Workflow for approval behavior where configured.
• Events, Documents, Inspections, Production, and Project Control for follow-up work linked to resource usage.

When another service opens resource setup in context, use that context only to decide scope. The actual type, resource, slot, booking, and utilization records should still be maintained through the shared Resource Capacity primitive.

Setup Checklist

Before booking resources:

• Confirm resource types match how the business schedules work.
• Confirm inactive or unavailable resources are not offered for booking.
• Confirm resource names are clear to operators.
• Confirm capacity quantity and capacity unit are meaningful.
• Confirm shared locations are selected instead of only typing external labels.
• Confirm cost rate and currency are correct where utilization or costing depends on them.
• Confirm users know which resources are shared across services.