Use Capacity Planning in Portfolio Planning

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • View and analyze the resource capacity for your portfolio to plan and re-forecast the resource assignments.

    Before you begin

    Generate resource capacity using Generate resource capacity.

    Role required: sn_align_ws.spw_capacity_user

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace.
    2. Select a plan from Portfolio Plans.
    3. Select Planning > Capacity Planning.
    4. Define a resource criteria by selecting a primary attribute from the list.
      If you select Group, all the available groups from the resource assignments of the prioritized planning items are automatically displayed in the Auto-select option. You can add or remove the suggestions to view the resource capacity using the Manual-select option.
      Tip:
      You can always redefine and change the resource criteria to view custom results using the Resource criteria (Resource criteria button.) button.

      Resource criteria screen in Capacity Planning.

    5. Select Submit.
      Capacity planning screen.

    Result

    The Capacity Planning screen for resource capacity allocation for the selected workforce criteria is displayed. Based on the workforce criteria selection, the resource capacity is nested by Group, Skill, and Role.