As a planner, you can create weekly level capacity plans for any business unit. Configure the planning groups to staffing groups associations before you create a capacity plan. For more information, see Add a staffing group.

To create a capacity plan, perform the following steps:

1. Click Admin.
   
2. Under Workforce Management, click Capacity Plans.
3. Click Menu > Workforce Management > Capacity Planning > Capacity Plans.
4. In the upper right corner, select the business unit for which you want to create the capacity plan. 
5. Click Create Capacity Plan.
6. In the Plan Name field, enter a plan name.
7. (Optional) In the Plan Description field, enter a description.
8. In the Forecast field, click Choose Forecast.
9. The Choose Forecast dialog box appears.
   • To use an existing ABM Forecast, click Select from existing forecasts. You can use the forecast week filter to view the forecasts that start that week. Select the forecast you want to use in the capacity plan from the list. 
   • To use an external forecast import, click Import file.  Select the Representative week file and the Long term forecast file that you want to use in the Capacity Plan.
     Note: An error message is displayed when there is an issue with the file format of the import file(s). Files must be in a CSV format. To view a sample file, click the Example link.
10. Click Confirm.
11. The Plan Start Date and Plan End Date fields are auto-populated based on the forecast start and end dates. You can select a new plan start or end date, but the dates must be within the forecast dates.
12. The Duration Date field indicates the number of weeks in between the plan start date and end date. This field is auto-populated.
13. Click Next.
14. In the Full Time Equivalent (FTE) Definition (Hours/Week) field, select or manually enter the number of hours per week that a full time agent is scheduled to work. 
15. In the Staffing Groups section, you can view the list of staffing groups that are associated with a planning group and are included in the capacity plan. Use the up and down arrows or manually enter values in the following fields. Hover over the metric and click on the right to apply the value to other staffing groups.
    • Headcount: This is a read-only metric. The value comes from the number of agents that are assigned to that staffing group.
    • Starting FTE: This is the FTE as of the first week of the capacity plan. Minimum value is zero and the cumulative FTE for all staffing groups cannot exceed the maximum number of agents allowed per business unit.
    • Weekly Attrition %: This is the base attrition rate, which can be modified by the week in the capacity plan. The minimum value is zero% and the maximum value is 100%.
    • Weekly Shrinkage %: This is the base shrinkage rate, which can be modified by the week in the capacity plan. The minimum value is zero% and the maximum value is 99%.
16. Click Save. 

Once you click Save, the staffing requirements are generated, and the Capacity Plan Results view is displayed. For more information about the business unit results of the capacity plan, see View results of capacity plans.