Capacity Planning on Portfolio Planning Workspace - Can't see already approved and allocated resourc

[Gaspar Fiks]

Hello all,

I’ve encountered a situation that I’d like to confirm is expected behavior or not.

In the Portfolio Planning Workspace, under the Capacity tab, I currently see all resource assignments displayed as “Estimate” for role/group. However, even when a resource assignment has already been approved and assigned to a specific user, it still shows as “Estimate” instead of reflecting its allocated status.

Is this the intended design of the Capacity tab?

From a client perspective, the expectation is slightly different. For example, imagine we have 4 projects planned for April next year, each requesting the same role. If one of those requests is already approved and allocated, resource managers would ideally want a clear distinction between:

• Estimated demand (planned but not yet allocated)

• Confirmed allocation (approved and assigned to a resource)

This separation would provide better visibility into the balance between forecasted demand and actual resource commitments.

Could you please share guidance or a recommended step-by-step approach for working with capacity planning correctly in this scenario?

Thank you,