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Hello,

We are trying to limit our bucket resource to 3 activities per slot period. I’ve tried to set this up in the Rule and Rule collections then applied the rule under Resource Types for the bucket resource but when I test this out, I am still seeing slots open up for the bucket resource. Is there any other parameter or configuration that I might be overlooked?

Please advise if possible. Thank you!

Hi ntran2022,
We suspect that there is likely to be something that you’ve overlooked, but it’s hard to tell without some more information.  Please raise a support case so that we will be able to gather a set of data to investigate.
Thanks,
Carl


Hi @ntran2022 ,

  • Shift capacity rules should be defined for bucket resources to limit the number of activities assigned to a bucket shift in some way. Without this a single bucket shift may be filled with an unlimited number of activities.
  • Rules should be used to place restrictions on combinations of activities scheduled to a resource.
  • There are four types of shift capacity rules:
    • SHIFT_MAX_TOTAL_ACTIVITY_COUNT: This rule limits the number of activities that can be allocated within the defined time frame for the rule (shift or reference period)
    • SHIFT_MAX_TOTAL_VALUE: This rule limits the total activity value that can be scheduled within a shift/reference period. The base value is used for each activity when calculating the total value.
    • SHIFT_MAX_TOTAL_DURATION: This rule limits the total activity duration that can be allocated within any shift/reference period.
    • SHIFT_CUSTOM_METRIC: This rule uses an activity's custom metric value as the limiting factor within the shift/reference period. Custom metrics can be defined in the Custom_Metric table and applied to activities or activity types. They define values for activities that are not used in any scoring calculations when scheduling the activity, so a higher custom metric value does not give an activity a higher scheduling incentive, but the higher value could limit whether the activity can be scheduled according to the SHIFT_CUSTOM_METRIC rule.
  • Parameters for the rules are defined via the Rule_Parameter table. The following parameter may be specified:
    • MaximumCount: A mandatory parameter for activity count rules. Defines the maximum number of activities permitted within the shift/reference period. (Integer)

 

Thanks and best regards,

Bhanuka


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