---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Use Capacity Planning in Portfolio Planning

# Use Capacity Planning in Portfolio Planning {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://www.servicenow.com/docs/M_LxjHVevycNe1OOBV1dhw "Generate and view the total capacity of the resources with primary attributes. Capacity details helps Portfolio Managers to plan and manage planning items depending on the resource availability.").

Role required: sn_align_ws.spw_capacity_user

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace.
2. Select a plan from Portfolio Plans.
3. Select PlanningCapacity 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.

5. Select Submit.  

## 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.

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