Capacity in Strategic Planning

The Capacity tab provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

Analyzing the Capacity screen, you can:

• View resource capacity for prioritized items in your portfolio.
• Understand the resource capacity needs and estimates across your organization by using key attributes such as group, role, and skill.
• Effectively forecast the supply of resources and the demand of work in your portfolio.
• Understand and get an overview of the resource capacity allocations by using the color indicators.
• Plan for resources with specific skills or roles for future assignments.
• View the resource allocation health instantly with the new intuitive user interface that gives you a detailed breakdown of portfolio duration by month having over allocations.
• Identify the risks in resource capacity for the prioritized planning items using the Rank field.
• Use the warning icons to easily identify the over utilized resources (), planning items with actual dates (), and the planning items or resource groups with no resource assignments ().

図 : 1. Capacity screen

The top screen area displays:

• Resource capacity details depending on the defined resource criteria.
• Allocation details for the time period.
• Resources grouped by primary attributes.

The bottom screen area displays:

• Prioritized planning items.
• Interactive Gantt chart for the duration of planning items. Select a Gantt bar to see the capacity for that specific planning item only.
  注:

  Move the Gantt bar of a planning item to adjust the planned dates depending on the available resource capacity. Planning items with actual dates, indicated with in-progress icon (), cannot be adjusted for resource availability.
• Toggle option () to adjust the resource capacity view.
• Legend explaining the visual representation of the resource capacity and Gantt bar of planning items.