---
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


---

# Capacity in Strategic Planning

# Capacity in Strategic Planning {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 (![Over utilized resource icon.]()), planning items with actual dates (![In-progress icon for planning items with actual dates.]()), and the planning items or resource groups with no resource assignments (![No resource assignments icon.]()).
{#capacity-planning-spw__ul_sxj_yns_1yb}  
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.
{#capacity-planning-spw__ul_ygb_tqg_2zb}  
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 (![In-progress icon for planning items with actual dates.]()), cannot be adjusted for resource availability.
* Toggle option (![Toggle options to view capacity.]()) to adjust the resource capacity view.
* Legend explaining the visual representation of the resource capacity and Gantt bar of planning items.

{#capacity-planning-spw__ul_d2d_2zt_2zb}