Enable planning attributes for capacity planning in Portfolio Planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable the planning attributes Group, Skill, and Role to filter and view the capacity details of resources.

    Antes de Iniciar

    Role required: admin

    Nota:
    This activation is a one-time task to enable planning attributes for capacity planning.

    Procedimento

    1. Navigate to All > Portfolio 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.
      Nota:
      If an attribute is enabled for capacity planning, it is enabled for resource management by default.

      Group attribute enabled for capacity planning.

    5. Repeat the steps 2 through 4 for the Skill and Role attributes.
      Enabled planning attributes

      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.