Resource Capacity Management
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04-13-2023 10:49 PM
As a resource manager i need to create a dashboard board to see the total Capacity of (a) Group(s) against the sum of al operational plans for the group and resource reservations for projects (Requested+Committed+Allocated.
How do i define, or where can i find the total (Initial) capacity of a user and/or Group?
e.g. 1 FTE has an Intitial Capacity of 210.
Hence are predefined dashboard available?
Thanks for your help,
Fons.
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04-14-2023 06:00 AM - edited 04-14-2023 06:05 AM
Hi,
there are different possibilities to see a group's resource capacity:
1. Resource allocation workbench for that group
2. OOTB "Capacity planning" report
3. Build your own reports based on the group_resource_aggregate_monthly database view.
For the 3rd option: if you filter on "Capacity" as category and the group your want to have the capacity for, you can sum up the capacity of the group's members per month in person days or hours to get the group's total capacity.
For users you can also use the allocation workbench and your own reports on the table resource_aggregate_monthly.
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04-17-2023 02:15 AM
Hi, thank you for your help. Unfortunately for option 3, the capacity in the group_resource_aggregate_monthly database view is the remaining project capacity right?
How can I conduct or find the overall capacity? The capacity before anything is deducted?
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04-17-2023 04:26 AM
Hi,
records with category = capacity will give you the initial monthly capacity based on the schedule of the resource. There isn't anything deducted from that capacity other than what is excluded in the schedule, e.g. weekends.
The remaining "capacity" is in the category "Availability".

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04-17-2023 01:12 AM
- Create a custom field in the User or Group table to store initial capacity values for users or groups.
- Create a custom report calculating the total capacity against operational plans and resource reservations (Requested + Committed + Allocated) for your group(s).
- Create a new dashboard and add the custom report created in Step 2 to visualize the data.
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Regards,
Rajesh Singh