Enable planning attributes for Capacity in Strategic Planning

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable the planning attributes Group, Skill, and Role so that your planning managers can view the resource capacity details.

    Before you begin

    Role required: admin

    Note:
    This activation is a one-time task to enable planning attributes to plan and work on resource capacity.

    Procedure

    1. Navigate to All > Strategic Planning > Planning Attributes.
    2. Filter the Attribute name to locate and open the Group attribute.
    3. Select the Enable for capacity planning option.
    4. Select Update.
      Note:
      If an attribute is enabled for capacity planning, it is enabled for resource management by default.
      Group planning attribute enabled for Capacity.
    5. Repeat the steps 2 through 4 for the Skill and Role attributes.
      Enabled planning attributes for Capacity.

      You can create custom attributes and map them to resources. For more information, see Create or edit planning attributes.

    6. Set the value of the Enable for capacity planning column for Group, Role, and Skill field to true.

    What to do next

    1. Configure attribute values: Navigate to All > Strategic Planning > Planning Attributes to view and manage attribute values. You can add, edit, or import attribute entries for Group, Skill, and Role.
    2. Map attributes to resources: Assign the enabled planning attributes to your resources so they appear in capacity views. For custom attributes, see Create or edit planning attributes.
    3. Start capacity planning: Navigate to the Capacity tab in your Strategic Planning Workspace to view resource capacity based on the enabled attributes.