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Hello,

We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.

Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.

Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?

Thank you,

Carey

Hi ​@cpetrie - Apologies, but there’s no direct way to address this through the product.
To help users understand that assignments (when viewed in units) can exceed the capacity of a part-time resource, you might consider adding training or documentation that explains the difference between capacity and assignment. Visual aids—such as charts or graphs—can also be useful to illustrate how these values are calculated and displayed.

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