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.

• 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 (

Parent Topic:Exploring Portfolio Planning