Capacity planning not visible in Schedule window.

4kvikram
New Contributor II

I'm using servicetitan integration account and logged in as an admin Role, How do I get capacity planning and technician shifts in the schedule window?

2 ACCEPTED SOLUTIONS

e_dunn
Former Titan

Hi @4kvikram - Are you referring to having your available technician shifts visible on your website? If so and it is still missing for the customer, it's likely the setup isn't complete and we recommend checking the following:

  • Assigned technicians and their shifts
  • Business unit group setup
  • Capacity configuration Availability
  • Employee permissions for editing business hours and capacity
  • Job types

View solution in original post

e_dunn
Former Titan

@4kvikram - We recommend you reach out to your Success or Implementation Manager or the Support team to make sure that the Enable Adjustable Capacity Planning feature is enabled. Once that is enabled, any admin user with permissions can create technician shifts.

View solution in original post

3 REPLIES 3

e_dunn
Former Titan

@4kvikram - We recommend you reach out to your Success or Implementation Manager or the Support team to make sure that the Enable Adjustable Capacity Planning feature is enabled. Once that is enabled, any admin user with permissions can create technician shifts.

e_dunn
Former Titan

Hi @4kvikram - Are you referring to having your available technician shifts visible on your website? If so and it is still missing for the customer, it's likely the setup isn't complete and we recommend checking the following:

  • Assigned technicians and their shifts
  • Business unit group setup
  • Capacity configuration Availability
  • Employee permissions for editing business hours and capacity
  • Job types

4kvikram
New Contributor II

Thank you, 

Who can do this setup?

  1. Employee(like admin, technician, Dispatch, etc)? Or, 
  2. Some other admin. 

servicetitan schedule window.png