Manage Capacity - Strategic Planning Workspace VS Resource Management

[Tommaso2]

Hi all,

This is my understanding on how capacity management is integrated in Resource Management and SPW flows:

- Resource Management

   1. Capacity is generated automatically based on user schedule, e.g. 8 hours per day and 5 days per week

   2. Resource assignments are created (in Project Workspace or demand record for example)

   3. Resource manager allocates resources using Resource Management Workspace

- Strategic Planning Workspace (see attachment)

   1.  Resource assignments in SPW or as heritage of execution tables

   2. "Manage Capacity" to generate capacity for resources in a timeframe based on parameters such as role

   3.  "Capacity Planning" to analyze if actions are needed, e.g. solving overallocation

Is that understanding correct?

If so, why for SPW capacity is managed using "Manage Capacity" page? Capacity should not be calculated as for Resource Management, before resource assignments?

Which is the difference or relationship between capacity management in Resource Management and SPW?

Many thanks

[kaushal_snow · Accepted solution]

Hi @Tommaso2 ,

Your Understanding is Correct....

Resource Management Workspace (RM) and Strategic Planning Workspace (SPW).....

Why SPW Uses Manage Capacity....

In SPW, capacity is not auto calculated from schedules it's intentionally generated based on business-defined parameters such as role, group, employment dates, and planning attributes. This design gives planners full control over forecasting and scenarios, unlike RM which deals with real time, granular resource allocation.....

From the SPW perspective:

You generate capacity first, then layer demand and assignments on top. This aligns with its strategic, future oriented purpose managing resource capability ahead of actual assignment.....

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[Tommaso2]

Hi, thank you!

About "You generate capacity first, then layer demand and assignments on top. ", this sequence makes more sense to me as well, but I noticed that in the official documentation (attached) it is as follows:

1. Demand of work (resource assignment)

2. Supply of work ("Manage capacity" to generate capacity)

3. Capacity planning (analyze capacity)

You know why? That's confusing to me

Thank you