Use the Resource Planning: Capacity page to view available and allocated work by role across all the investments the role is assigned to. The capacity page displays workload information for both filled and unfilled roles. By default, this page displays information by month for a six month period starting with the current month. When a role has been overbooked, you can edit their allocations to reduce the amount of time the role is scheduled to work on an investment.
To access the Resource Planning: Capacity page, from the Resource Planning: Workloads page, select the Capacity tab. This page includes the following portlets:
This portlet shows overall demand versus capacity for resources across all investments aggregated by role. The data is displayed for each month grouped under quarters. You can also see how total demand varies from total capacity for each role.
Note: When evaluating role capacity, you can consider resources that are yet to be hired (but that have been planned for). In case they do not actually get hired, you can exclude these resource to view the difference they cause in role capacity. On the Role Capacity portlet, click Expand Filter to access the Include To-be-hired Resources filter option.
This portlet shows overall demand versus capacity for resources across all investments aggregated by OBS units. You can drill down through the OBS hierarchy into an individual OBS to see the list of investments showing aggregated demand in a time sliced view.
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