Capacity planning in Portfolio Planning

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

Analyzing the Capacity Planning screen, you can easily:

• 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.

  Figure 1. Capacity Planning screen

  

• The top tray of the screen displays:
  • Resource capacity details depending on the defined resource criteria.
  • Allocation details for the time period.
  • Resources grouped by primary attributes.
• The bottom tray of the screen displays:
  • Prioritized planning items.
  • Interactive Gantt chart for the duration of planning items.

    You can click a Gantt chart bar to see the capacity for that specific planning item only.

    You can move the Gantt chart to adjust your resource capacity details accordingly.

  • Toggle option () to adjust your view of the Capacity Planning screen.

Using the Capacity Planning screen

Follow these steps to analyze and manage resource capacity for your portfolio:

1. Navigate to Portfolio Planning > Portfolios and open a portfolio.
2. Select the Capacity tab to open the Capacity Planning screen.
3. In the top tray, define your resource criteria by selecting primary attributes such as Group, Role, or Skill to filter the resource view.
4. Review the resource capacity bars to identify over-allocated or under-utilized resources across the time period.
5. In the bottom tray, review prioritized planning items and their Gantt chart bars. Select a Gantt bar to see capacity for that specific item.
6. Drag the Gantt bars of planning items to adjust planned dates based on available resource capacity.
   Note:

   Planning items with actual dates (indicated by the in-progress icon) cannot be adjusted.
7. Use the toggle option () to adjust your capacity view between different display modes.