Create a capacity assignment override
Override the default capacity assignment rules to accommodate changes in the plan within a capacity definition. This allows you to update existing capacity assignments for different time intervals, capacity reservation rules, and recurring patterns without creating a new capacity definition.
Before you begin
Role required: sn_fsm_tp.fsm_territory_manager, wm_manager, sn_fsm_capacity_mg.wm_capacity_write, sn_fsm_tp.fsm_territory_planner, wm_admin, wm_contractor_manager_int
About this task
Consider the following points:
- The highest ranked override record is considered when there is conflict in the date range.
- Overrides must not conflict with existing recurrence plans for the same capacity definition.
- Overrides must adhere to the base recurrence plan of the capacity assignment. For example: if the base recurrence plan is "Monday to Friday," an override for "Saturday" will trigger a validation error.
Procedure
-
Navigate to All > Field Service > Capacity Management > Capacity Assignments.
-
Open the capacity definition.
-
Select a capacity definition from the list.
-
Open the capacity assignment of a group by clicking the Effective from date link for a capacity definition group.
For example, click the Effective from date link in the row of NorCal Technicians group.
-
-
In the Capacity Assignment Overrides related list, click New.
-
On the form, fill the fields.
|
Field |
Description |
|---|---|
|
Effective from |
Date from which the capacity assignment should be applied. |
|
Effective to |
Automatically populated based on the value in the Repeat For field. |
|
Recurrence |
Select any existing recurrence plan. Recurrence plans can be customized for specific territories, groups, or tasks. This plan defines how often a capacity assignment repeats. It helps create a regular schedule for task allocation. For example:- Assign tasks every weekday (Monday to Friday)
|
|
Override by |
Select the type of override. For example, capacity reservation, capacity value, or capacity definition. |
|
Repeat for |
Number of days, weeks, months, or years the override will remain active. Recurrence frequency is taken into account while assigning workloads. |
|
Capacity Reservation |
Name of the capacity reservation to be overridden. |
|
Overridden capacity value |
Number of hours or tasks to override in the existing capacity assignment. This value is determined by the selected frequency in the capacity definition. |
|
Apply for all buckets |
Enable this option to override capacity assignment rules for all capacity buckets within the selected capacity definition. |
|
Applicable to bucket |
Specify the name of the capacity bucket where the override rule will apply. |
|
Rank |
Determines the sequence to pick. The highest ranked override record of the given day is preferred. |
Result
The capacity assignment override record is created and applied to the selected capacity definition or buckets of selected capacity definition.
---
title: Create a capacity assignment override
description: Override the default capacity assignment rules to accommodate changes in the plan within a capacity definition. This allows you to update existing capacity assignments for different time intervals, capacity reservation rules, and recurring patterns without creating a new capacity definition.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/workforce-optimization-for-field-service/override-capacity-assignment.html
release: australia
product: Workforce Optimization for Field Service
classification: workforce-optimization-for-field-service
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Capacity and Reservations Management, Set up workforce, Configure, Field Service Management]
---
# Create a capacity assignment override
Override the default capacity assignment rules to accommodate changes in the plan within a capacity definition. This allows you to update existing capacity assignments for different time intervals, capacity reservation rules, and recurring patterns without creating a new capacity definition.
## Before you begin
Role required: sn\_fsm\_tp.fsm\_territory\_manager, wm\_manager, sn\_fsm\_capacity\_mg.wm\_capacity\_write, sn\_fsm\_tp.fsm\_territory\_planner, wm\_admin, wm\_contractor\_manager\_int
## About this task
Consider the following points:
- The highest ranked override record is considered when there is conflict in the date range.
- Overrides must not conflict with existing recurrence plans for the same capacity definition.
- Overrides must adhere to the base recurrence plan of the capacity assignment. For example: if the base recurrence plan is "Monday to Friday," an override for "Saturday" will trigger a validation error.
## Procedure
1. Navigate to **All** > **Field Service** > **Capacity Management** > **Capacity Assignments**.
2. Open the capacity definition.
1. Select a capacity definition from the list.
2. Open the capacity assignment of a group by clicking the **Effective from** date link for a capacity definition group.
For example, click the **Effective from** date link in the row of **NorCal Technicians** group.
3. In the Capacity Assignment Overrides related list, click **New**.
4. On the form, fill the fields.
<table id="table_r5s_fcv_rtb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Effective from
</td><td>
Date from which the capacity assignment should be applied.
</td></tr><tr><td>
Effective to
</td><td>
Automatically populated based on the value in the **Repeat For** field.
</td></tr><tr><td>
Recurrence
</td><td>
Select any existing recurrence plan. Recurrence plans can be customized for specific territories, groups, or tasks. This plan defines how often a capacity assignment repeats. It helps create a regular schedule for task allocation. For example:- Assign tasks every weekday \(Monday to Friday\)
- Allocate installation type tasks every weekend \(Saturday and Sunday\)
- Set up capacity for the first Monday of every month
</td></tr><tr><td>
Override by
</td><td>
Select the type of override. For example, capacity reservation, capacity value, or capacity definition.
</td></tr><tr><td>
Repeat for
</td><td>
Number of days, weeks, months, or years the override will remain active. Recurrence frequency is taken into account while assigning workloads.
</td></tr><tr><td>
Capacity Reservation
</td><td>
Name of the capacity reservation to be overridden.
</td></tr><tr><td>
Overridden capacity value
</td><td>
Number of hours or tasks to override in the existing capacity assignment. This value is determined by the selected frequency in the capacity definition.
</td></tr><tr><td>
Apply for all buckets
</td><td>
Enable this option to override capacity assignment rules for all capacity buckets within the selected capacity definition.
</td></tr><tr><td>
Applicable to bucket
</td><td>
Specify the name of the capacity bucket where the override rule will apply.
</td></tr><tr><td>
Rank
</td><td>
Determines the sequence to pick. The highest ranked override record of the given day is preferred.
</td></tr></tbody>
</table>5. Click **Submit**.
## Result
The capacity assignment override record is created and applied to the selected capacity definition or buckets of selected capacity definition.
| title | Create a capacity assignment override |
| description | Override the default capacity assignment rules to accommodate changes in the plan within a capacity definition. This allows you to update existing capacity assignments for different time intervals, capacity reservation rules, and recurring patterns without creating a new capacity definition. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/workforce-optimization-for-field-service/override-capacity-assignment.html |
| release | australia |
| product | Workforce Optimization for Field Service |
| classification | workforce-optimization-for-field-service |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Capacity and Reservations ManagementSet up workforceConfigureField Service Management |