Missing Resource Availability Overview
There are scenarios where resource availability is not calculated in Resource Request Staffer and on the Resourcing tab on a resource request. As a result, the Availability column remains blank. The scenarios are as follows.
Utilization Engine not Enabled
If the Utilization Engine is not enabled, you must enable it by selecting the Use Utilization Engine setting on the Utilization custom setting. For more information, see Utilization Settings.
Date Range in the Past
If the date range of a resource request is in the past, you must set at least the end date to today or a future date.
Resource without Utilization Engine Records
If a resource does not have any utilization engine records associated, availability is not calculated for that resource. This might happen when the Utilization Engine batch job has not been run, or the resource is not assigned to or held against a resource request.
To fix this, you can do one of the following:
- Run the Utilization Engine batch job. For more information, see Running the Utilization Engine Jobs.
- Assign or hold the resource against a resource request. For more information, see Assigning Resources and Holding Resources.
Date Range in the Past without Utilization Engine Records
If a resource request date range spans a year, and there are no utilization engine records for the later year, availability is not calculated.
To fix this, you can run the Utilization Engine batch job. For more information, see Running the Utilization Engine Jobs. If availability is still not calculated, you can increase the maximum number of days in the future that real-time utilization data will be generated for. You can do this by updating the value in the Utilization Engine Max Range field on the Utilization custom setting. For more information about editing custom settings, see the Salesforce Help. For more information about the settings on the Utilization custom setting, see Utilization Settings.
You can check if utilization engine records are created for the time periods by running the following SOQL query in the Developer Console: SELECT pse__Period__c, COUNT(Id) FROM pse__Utilization_Engine__c GROUP BY pse__Period__c
This shows a breakdown of the number of records for each time period.
For more information about the Developer Console, see the Salesforce Help.
SECTIONS