Generate resource capacity

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

    • 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.

    Before you begin

    1. Enable planning attributes for capacity planning. For more information, see Enable planning attributes for capacity in Portfolio Planning.
    2. Generate employee profiles for resources. For more information, see Generate employee profiles for resources to work with capacity planning.

    Role required: sn_align_ws.spw_capacity_user

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace.
    2. Select the Manage resource capacity option (Manage resource capacity option.).
      Note:
      If planning attributes aren’t enabled for capacity planning, you see an empty state screen with an option to configure. Contact your admin to enable planning attributes for capacity planning. For more information, see enable planning attributes for capacity planning.
    3. Use one the following options to view and regenerate the capacity details.
      ChoiceDescription
      Generate capacity details Use the Resource capacity filters to filter and view the resource capacity within the selected date range for their primary attributes.
      1. Select Start Month and End Month to define a time frame.

        You can select a date range up to 3 years.

      2. Select at least one of the primary attributes from Group, Role, or Skill.
      3. Select View capacity (View capacity button.).
      4. On the Generate capacity details window, select Generate.
        The resource capacity details for the selected combination of primary attributes and time frame is displayed.
        Note:
        Capacity generation is an asynchronous process. You can generate capacity for multiple combination of dates and attributes.
      Regenerate capacity details
      1. Select Regenerate capacity (Regenerate capacity button.).
      2. In the Regenerate capacity window, filter the date range, if needed, and select Regenerate.
      Scheduled job Activate a schedule job to automatically generate the capacity details of your resources at required cadence. For more information on how to activate a scheduled job, see Activate a scheduled job to automatically generate resource capacity.

    What to do next

    Use Capacity Planning to view the resource capacity, resource-to-work mapping and re-prioritize resource allocations to effective execute your prioritized planning items.