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.
Figure 1. Capacity Planning screen - 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 (
) to adjust your view of the Capacity Planning screen.