View or Update an Employee's Capacity Profile

Depending on your role in WorkBook, you can view or modify an employee's capacity profile in Resources. Capacity profiles help ensure that you do not overschedule or underschedule your employees. A basic capacity profile consists of an ideal booking time, basic time, flex hours, maximum booking hours, and work start and end times.

Note: You must have permission to add, delete, and modify resources to complete this task.

To view or update an employee's capacity profile:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee whose capacity profile you want to view or modify by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Settings > Capacity Profile.
6. Update the employee's capacity profile settings as needed.