> ## Documentation Index
> Fetch the complete documentation index at: https://help.avoca.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Capacity Planning

> Review availability, organize business units, apply capacity rules, test examples, and schedule capacity reports.

Open **Settings → Business Info → Capacity Planning**. The tile appears only when Capacity Planning is enabled and your role has access to it.

<Note>
  Several controls on these pages apply only when the team's **Capacity Source** is set to **Avoca Capacity**. The dashboard shows a banner when another source is active.
</Note>

## Understand the tabs

* **Capacity** shows technician capacity by date and window. Use its filters to review the relevant business-unit group and inspect the calculation before making a manual adjustment.
* **Quota View** shows quota fill and availability when that rollout is enabled for the team.
* **Test** saves representative job type, business unit, service area, and tag combinations and previews the slots a customer would see now.
* **Business Unit Groups** organizes CRM business units and sets the group's base capacity.
* **Rulesets** applies percentage adjustments to capacity when configured conditions match.
* **Drive Time** adds supported travel-time behavior when enabled.
* **Tag Skills** connects job tags to technician skill logic.
* **Notifications** chooses the team timezone and report-delivery hours.
* **Settings** contains the capacity-source and calculation options available to your team.

Capacity **Rulesets** are active capacity controls. They are unrelated to the deprecated Rulesets tab under Fees.

## Recommended setup order

1. Confirm the intended Capacity Source in **Settings**.
2. Create and review **Business Unit Groups**.
3. Configure technician and tag-skill inputs used by the calculation.
4. Add the minimum necessary capacity rulesets and leave speculative rules disabled.
5. Save common scenarios in **Test** and compare the returned availability with the expected result.
6. Review **Capacity** for the next several operating days.
7. Configure report times in **Notifications** and verify recipients' Capacity Report Email preference under **Employee Contacts**.

## Make manual adjustments carefully

Before changing a capacity cell, open its details and understand the base capacity, booked work, rule adjustments, and any existing manual adjustment. Record why the change is needed and avoid using a manual adjustment to hide a broken CRM mapping or ruleset.

<Warning>
  Capacity controls the appointment windows Avoca can offer. Test one combination that should be available and one that should be unavailable after every material change.
</Warning>

If the Capacity page appears empty, check the selected date and filters, CRM technician and appointment data, business-unit grouping, active capacity source, and enabled rulesets before adding capacity manually.