Use the portlets on the Capacity tab to view the investment schedule and role capacity versus demand, across investments in a portfolio. The role demand of the portfolio investments is compared to the role target capacity for the portfolio or portfolio plan.
The amounts that display in the portlets are portfolio amounts unless a plan is selected. If a plan is selected in the plan pull-down, then the amounts in the portlets are based on the portfolio plan. The role amounts display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
See the How to Create a Portfolio of Investments scenario for more information.
Follow these steps to access this page:
The list page appears.
The portfolio properties page appears.
The portfolio capacity tab appears.
The Capacity tab consists of the following portlets:
If you prefer to view the portlet as a histogram instead of numeric values, you can configure the page to display the Role Capacity and Demand Histogram portlet.
Use the page-level filter to filter all portlets at once by above waterline. By default, the amounts shown in the portlets represent investment amounts that are above the waterline within the portfolio. To view below the waterline amounts or all investment amounts in the portfolio, change the Above Waterline drop-down on the page-level filter.
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