Enable planning attributes for Capacity in Strategic Planning

Enable the planning attributes Group, Skill, and Role so that your planning managers can view the resource capacity details.

始める前に

Role required: admin

注:

This activation is a one-time task to enable planning attributes to plan and work on resource capacity.

手順

1. Navigate to All > Strategic Planning > Planning Attributes.
2. Filter the Attribute name to locate and open the Group attribute.
3. Select the Enable for capacity planning option.
4. Select Update.
   注:

   If an attribute is enabled for capacity planning, it is enabled for resource management by default.

   
5. Repeat the steps 2 through 4 for the Skill and Role attributes.
   

   You can create custom attributes and map them to resources. For more information, see Create or edit planning attributes.

6. Set the value of the Enable for capacity planning column for Group, Role, and Skill field to true.