Capacity Planning - Configuration

[Yuvaraj T]

1. Is there any way to enable the option to see the Resource Plans which states are Confirmed, Allocated and Completed in Resource Forecast(Capacity Planning)? 

I am assuming that we can see only Resource plans which states are Requested in Capacity planning board.

2. Can we able to see the Operation Resource Plans (Plan type is Operation Work) in Resource Forecast(Capacity Planning) 

[Namita Mishra · Accepted solution]

Hi @Yuvaraj T ,

You are correct that only requested resource plans are visible from capacity planning.

However, if you are the group manager of multiple groups and would like to check from one place which all groups are in planning, requested, confirmed or allocated state as well as operational RPLNs for your group,  you can use resource allocation board (use Group manager as the criteria to create the board).

For example: Rosie manages three groups - Analysts, Architects and Big data.

She can see all the RPLNs (Except RPLNs with completed state) for her groups as shown in the below screenshot.

She can also filter on one of the groups (using Search by group) to see the subset of information.

 

This is the best that I can suggest as OOTB existing capability.

Please mark this as correct answer if it helped in achieving the required outcome.

Thank You!!

Namita Mishra

[Yuvaraj T]

Thanks Namita for the confirmation and idea for allocation board. I will try this one. 

Regarding my 2nd question - We can't see the Operation Resource Plans in Capacity Planning board. 

is that correct? 

[MelAslin]

Hi Namita,
Is the ability to surface the "Total Planned" for each group something that the individual user can enable or needs to be done at the back end configuration level?

Thanks, Mel

[martinjanke]

In addition to the resource workbench mentioned above, you can also build your own resource reports based on the database view group_resource_aggregate_monthly. 

With a filter on a group or group type, and using the different categories, you can build reports showing capacity, availability and different allocation types over time.  If you combine that e.g. with requested allocations for planned or requested resource plans for a given group, you can easily compare availability vs. additional planned/requested resources for that group. 

You have to be aware that in the database view there is an entry for every existing user/group combination. E.g., if a user is member in three groups of whatever type, there will be 3 availability entries per month etc.  In our case we ensure that every user is member of exactly one resource group, so filtering only on resource groups (roles  is pps_resource) gives the correct results.