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 ().

Figure 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.
  Note:

  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.