Teams (projects and investments) › About Roles and Role Capacity

About Roles and Role Capacity

Use a role as a placeholder when you do not know the name of a resource, or if a resource is not available. You can staff a project with multiple instances of the same role. But you cannot add multiple instances of the same named resource to a project.

Role capacity is the role demand against the capacity of the resources that fill those roles.

You can view an aggregated view of all role demand whether generated by role-based team staff members or named resources using the role capacity page. Resources without a primary role are displayed on this page in the [No Role] row.

From this page, you can view:

• Role allocation to this project and subproject as opposed to allocation to other projects and over-allocations. Information is aggregated role-wise. The subproject allocates a specific percentage to the project.
• Available role capacity for this project and its subprojects.
• Role capacity both inside and outside of a scenario.

Click the name of the role on the role capacity page to view the resource using a role when a role appears over-allocated.

See the Resource Management User Guide for more information.