Overview:

Upon opening an Multichannel (MC) Cycle record in the Vault View of Veeva Align, the Utilization page shows zero figures and empty diagrams. In the Staffed and Reach sections, the Roster Members (Users) are indicated vacant. MC Cycle Plans may not be populated.

Root Cause:

This is the expected behavior of the capacity planning calculation in the event the following pieces of configuration are present:

1. The Daily Activity Goal field on the MC Cycle Channel record is not populated (Under the Channels section).
2. The Upper and Lower Utilization threshold fields of the MC Cycle record are not populated.
3. The Activity Goal field is not populated on the MC Cycle Plan record.
4. The Days Off Cycle field is populated with a value which results in the Number of Valid Days to calculate to 0 or to a negative number. The Utilization page displays data based on activities that fall on Valid Days within an MC Cycle. This is the value Days in Cycle field.
5. No Assignment Preview, Commit or Recalculate Territory Data were run at all on the associated (Model) Field Force.
6. The newly calculated values may take a longer time to reflect in the Staffed, Reach and Utilization pages due to large data volume.

Solution:

In order to include the MC Cycle in the Capacity planning perform the following:

1. Populate the Daily Activity Goal, Upper and Lower Utilization threshold fields.  In the event, these fields are not populated, then the MC Cycle is excluded from the capacity calculations.
2. The Activity Goal field will not be calculated for MC Cycle Plans with a Planned Publish Date set before the MC Cycle Start Date. For Modeling Projects, the Planned Publish Date has to be set within the date range of the MC Cycle.
3. Populate the Days Off Cycle field with a valid value to ensure to have a positive Number of Valid days. Valid days = (# of total days) - (weekend days) - (days off cycle)
4. Be sure to run an Assignment Preview, Commit or Recalculate Territory Data after the corrections are made.
   The Preview and Commit Success and Error result may show 0.
5. Wait 1-2 minutes in the event there is a large data volume belonging to the MC Cycle. The reflection may take longer in this case.

Related Documentation:

Align Help Documentation: 

• Capacity Planning

Knowledge Article:

• How Days In Cycle are Calculated in the Align Multichannel Cycle Capacity Page?