Investments › Investment Team › Role Capacity (Investment)

Role Capacity (Investment)

The investment team role capacity page provides an aggregated view of all role demand whether generated by role-based team members or named resources. You can view this information against the capacity of the resources that fill those roles. You can view this information both inside and outside of a scenario.

Resources without a team role are captured on this page in the [No Role] row.

Follow these steps:

1. Open the investment.
2. Open the Team menu and click Role Capacity.

   The investment team role capacity page appears.

3. Review the following information:
   • Role allocation to this investment compared to allocation to other investments and over-allocations. Data aggregates by role through the investments hierarchy and each child investment allocates a specific percentage to the investment.
   • Available role capacity for this investment and child investments.
4. If a role appears over-allocated, click the Staff icon to go to the investment team staff page and see all resources using that role.