Resource Planning › Role Capacity Portlet › View Available and Allocated Time by Role and Investment

View Available and Allocated Time by Role and Investment

The Role Capacity portlet aggregates role information, allocation and availability for each role for all the investments the role is assigned to. However, you can drill down through the list to view the individual investments to which each role is assigned.

The demand values reflect all your approved investment allocations in FTE hours (assuming eight hours of full effort in a day). The capacity values reflect the list of resources in the system that have the demanded role in question.

Follow these steps:

1. From the Role Capacity portlet, click a role link.

   The properties page appears.

2. Click Allocations.

   The allocations page appears.

3. Click Capacity.

   The capacity page appears.

The role investments capacity page displays each of the investments to which the role is allocated for the current six-month period. The Aggregation section at the bottom of the page illustrates, in red, which months the role is overbooked for (if any). The cursor at the intersection of month and investment, displays a note about the number of the role allocated to the investment for the month.

Edit allocations from either the first-level capacity page or the second-level Capacity page. But drill down to edit the Allocations pages.