Capacity planning not showing correct existing allocations in strategic planning workspace

[Louis Savalli]

Is there a way to see all allocations against a group in the capacity planning tab of the strategic planning workspace?

I'm noticing that the work included in the 'Estimate Outside Portfolio' is only factored into a group's capacity if it is a planning item in the prioritized state.  So if resource assignments are being made against projects or demands whose corresponding planning item hasn't been prioritized, they won't be taken into account in the SPW's capacity planning in 'Estimate Outside Portfolio'.  Also, if resource assignments have been made against tasks which do not have corresponding planning items, a capacity planner can't see and account for those either.

Is there a configuration I'm missing that allows a capacity planner to see all allocations in the capacity planning tab?

[Carina Hatfield]

@Louis Savalli  - there is a default filter for planning state.  Click the filter button in the upper right hand corner and remove the value.    

[Louis Savalli]

Thanks, I tested that but it doesn't apply to planning items outside of the portfolio, nor does it apply to situations where a resource assignment is against a task that isn't also a planning item.

[Carina Hatfield]

Yes, out of portfolio is for planning items (and planning items synced to demands, projects, and epics).  It likely is defaulting to prioritized state... It would be good if it would follow the same filter for Out of Portfolio as In portfolio... @Chris Cannella 

[Louis Savalli]

Agreed, and even more helpful if it took into account all time allocated against those resource groups.  Portfolio managers, when planning capacity, still need to take into account work that isn't in a planning item.