Capacity Planning Scenarios › How to Work with Capacity Planning Scenarios › Create Capacity Planning Scenarios

Create Capacity Planning Scenarios

You can create capacity planning scenarios from any page that displays Scenario. You can also create scenarios from the manage scenarios page.

Share scenarios with other resources or keep them private. By default, scenarios are private. Use a capacity planning scenario to modify your current investments.

When you view tentative data in a new scenario, the scenario toolbar appears.

Follow these steps:

1. With the investment open, click the down arrow for Scenario, and click New.

   The new scenario is created.

2. Click More and select Edit.

   The properties page appears.

3. Define the following fields:

   Scenario Name

   Defines the name for this scenario.

   Default: New Scenario

   Required: Yes

   Portfolio

   Defines the portfolio associated to this scenario.

   Description

   Defines the description. In lists and portlets, displays the description.

   Limits: 240 characters

   Required: No

   Owner

   The resource who has primary responsibility for the scenario.

   Default: Logged in user

   Required: Yes

   Planned Cost

   Defines the planned cost amount of the investments in the scenario.

   Planned Benefit

   Defines the planned benefit amount of the investments in the scenario.

4. Click Access to provide resources with access rights to this scenario.
5. Make temporary changes to your investments, resources, or team information. The changes help compare with the plan of record for an investment.
6. Save your changes.

Example

The following example describes one way to work with a capacity planning scenario:

1. While in a scenario, make desired changes to all your future investments and save. You can change the investment start date, change resource allocations, or add more time to your investment.

   See the Project Management User Guide for more information.

2. From the scenario investments page, approve your future investments to see their effects on your current work capacity. Also approve your investments from the individual investments page.
3. Access the Role Capacity portlet on the capacity page to review the results of your changes. Switch between the different Resource Planning portlets to evaluate capacity and demand in different ways within the scenario. This portlet can help you decide if you require to make any adjustments.
4. On the Role Capacity portlet, drill down on one of your over-allocated roles to access the role properties page.
5. Click Allocations to access the resource planning allocations page. Click in the field containing the data and edit the data.
6. Edit allocation for a role to reduce it or shift the allocation dates.
7. Save your changes.
8. Click Capacity to access the capacity page. The changes display the effect of the overall capacity plan and determine other changes in the planning process.
9. Make any further required changes to adjust your role allocations, add more investments, shift investment dates, or approve or unapprove investments.
10. Save your changes.

More information:

Edit Capacity Planning Scenario Properties

Share Capacity Planning Scenarios with Other Resources

Manage Capacity Planning Scenarios

Role Capacity Portlet