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Understanding Your Capacity

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Understanding Your Capacity

  • February 21, 2025
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Back to: Complete Jobman Set-Up Guide for Administrators

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Your capacity in Jobman is measured by the following data:

  • A list of your jobs and their required tasks, including task target dates;
  • Your current available hours in each of your labour centres.

Use capacity planning to schedule your jobs according to your capacity, so that all your deadlines are met, and all your “quiet periods” are filled with work as new quotes are accepted.

Before you can see your capacity in Jobman, you will need to have your target calendar and labour centres set up.

Viewing Your Capacity in Jobman

From the User Menu Panel, navigate to Capacity.

You will be shown an overview of all your labour centres. You can click the arrow at the top right of the screen to select one or more specific labour centres to view (see below).

For each labour centre, you’ll see the total hours available vs the number of hours allocated to scheduled tasks each day. This will help you work out your remaining availability, so that you can plan effectively and provide accurate deadlines to your customers and your team.

Tip: Hover over each bar on the graph to see the total available hours vs scheduled hours.

Target Calendar and Capacity Planning

Your capacity planner pulls its data from your target calendar. If you need to view or move tasks around, you will do this in the target calendar, and the changes will then be reflected in your capacity planner.

 

Previous Lesson
How to Create Agenda Screens for Your Jobs and Staff
Lesson 5 within section Job Management.
Next Lesson
How to Create a Job
Lesson 7 within section Job Management.

Course Syllabus

  • General Navigation and Usability
    • General Navigation
    • User Control and User Settings
    • User Licenses and Staff Types
    • Staff Roles and Permissions
  • Getting Started
    • Connect to Your Cloud File Storage
    • Connect to Your Accounting Software
    • Setting Up Your Staff
    • Setting Up and Managing Staff Login Details
  • CRM Management
    • How to Add Contacts
    • How to Manage Contacts
    • Contact Types, Roles, and Sources
    • Contact Emails and Resources
  • Lead Management
    • What is a Lead?
    • How to Create a Lead Workflow
    • How to Create a Sales Labour Centre
    • How to Create an Agenda Screen for Your Sales Team
    • Lead Settings: Types and Statuses
    • Lead Settings: Details
    • Lead Settings: Members and Member Types
    • Create Lead Item Types and Specifications
    • Automated Triggers in Lead Workflows
    • How to Create a Lead
    • How to Manage and Edit a Lead
  • Job Management
    • How to Create a Job Workflow
    • Automated Triggers in Job Workflows 
    • Job Settings: Types, Statuses, Details, and Members
    • How to Create Labour Centres for Your Jobs
    • How to Create Agenda Screens for Your Jobs and Staff
    • Understanding Your Capacity
    • How to Create a Job
    • How to Manage and Edit a Job
    • How to Create a Work Order from a Job
    • How to Use Your Target Calendar
  • Kiosk
    • How to Set Up Kiosk Staff Working Hours
    • Overview of Kiosk Mode Functions
    • How to Create Agenda Screens for Your Kiosk Staff
    • Staff Member Types and Automated Task Allocation
    • How to Create Activity Screens for Your Staff
  • Quoting
    • The Four Levels of a Jobman Quote
    • How to Build Products
    • How to Create Styles and Range Options
    • How to Build Quote Presets
    • Quote Templates
    • Quote Statuses
    • How to Create and Send a Quote
    • How to Refresh Quote Pricing
    • How to Copy and Revise Quotes
    • How to Create, Send, and Sync Invoices
  • Catalogue Management and Inventory
    • Catalogue Settings
    • Setting Prices and Measurements for Catalogue Materials
    • How to Create and Import Catalogue Materials
    • How to Create Catalogue Services
    • How to Add and Manage Inventory Items (Stock)
    • Price Matrices
  • Purchase Ordering and Inventory Picking
    • How to Create Purchase Order Statuses
    • Managing Job Resource Materials
    • How to Create and Send Purchase Orders
    • How to Manage, Edit, and Receive Purchase Orders
    • Picking List and Inventory
    • How to Set Up Minimum Stock Quantities for Purchase Ordering
    • Supplier Integration – Hafele
    • Supplier Integration – Wilson & Bradley
  • Reporting
    • Reports in Jobman
    • Quote Summary Report
  • Job Alerts and Forms
    • How to Create and Use Job Alerts
    • How to Create and Use Job Forms
  • Payroll Set-Up and Time & Attendance
    • How to Set Up Staff Pay Rates
    • How to Log Staff Time and Attendance
    • How to Log Staff Leave, Public Holidays, and Temporary Business Shutdowns
  • CAD/CAM Integration
    • How to Connect Your CAD/CAM Software
    • Cabinet Vision
    • Mozaik
    • Microvellum
    • Winner Flex
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