This section contains the following topics:
Capacity Planning Scenarios Overview
Capacity Planning Scenario Behavior
Terms Used in Capacity Planning Scenarios
Access Capacity Planning Scenarios
How to Work with Capacity Planning Scenarios
Capacity planning scenarios allow you to make informed decisions about resource demands and staffing. Using a capacity planning scenario, you can modify team allocations. You can create a scenario to make temporary changes to your data affecting your overall capacity plan. These temporary changes are never saved or applied to your actual data. Use the capacity planning scenario for analysis before making actual changes.
Based on the criteria you enter and update, the capacity planning scenario changes the demand data that is displayed. Filters offer you the ability to exclude or include to-be-hired resources and soft bookings. The list of investments consisting of resources for inclusion in the capacity planning activities, helps build capacity planning scenarios to study and anticipate utilization.
Capacity planning scenarios are investment aware. The demand from staffing for all investments is counted and displayed when viewing data in a scenario.
You can use capacity planning scenarios with any investment; you do not have to add those investments to the scenario manually. You only require to specify the investments to which you want to make tentative changes.
If you modify an investment while in a scenario, the investment is automatically added to the investments list for the scenario. You can hide an investment from a scenario to display the original or plan-of-record value for the investment. You can also exclude an investment from a scenario to remove it from consideration completely.
The following lists how a capacity planning scenario behaves:
The following terms are introduced in capacity planning scenarios:
The total availability of resources grouped by resources, roles, or OBS units.
Demand is the sum of all task assignments by investment allocation. Demand consists of one of the following:
The demand to which roles are allocated for an investment.
The total capacity minus total allocation demand. Negative unused capacity indicates over-allocation.
The total investment allocation minus total investment assignment allocation. Negative unassigned work shows where the assignment allocation exceeds the investment allocation.
You can access and create your capacity planning scenarios from any CA Clarity PPM page that displays the scenario toolbar or a Scenario menu item. The scenario toolbar indicates that the data you are viewing and editing on the scenario-enabled page is not actual data. The changes to a scenario do not affect the plan of record.
From scenario-enabled pages, you can do the following:
The red-lined values while comparing two scenarios, indicate:
No red-lining appears when you view a scenario by itself or view plan of record data by itself.
The capacity planning scenarios selected from the Scenario drop-down allow you view or edit access rights. To exit a scenario, selected Plan of Record from the Scenario drop-down.
Use the scenario-enabled pages to create scenarios and use them as guidelines for planning your investments. Use capacity planning scenarios to address situations similar to the following:
You can do the following from scenario-enabled pages:
By default, all resources and investments to which you have access are displayed in a capacity planning scenario. Use the filters on scenario-enabled pages to restrict the investments, roles, or resources that have no relevance to your capacity analysis. And to show a subset of the data currently presented on the page. You can save the parameters of the most recent filter operation across sessions. Such saving aims to eliminate redefining a new filter for each capacity analysis.
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:
The new scenario is created.
The properties page appears.
Defines the name for this scenario.
Default: New Scenario
Required: Yes
Defines the portfolio associated to this scenario.
Defines the description.
Limits: 240 characters
Required: No
The resource who has primary responsibility for the scenario.
Default: Logged in user
Required: Yes
Defines the planned cost amount of the investments in the scenario.
Defines the planned benefit amount of the investments in the scenario.
Example
The following example describes one way to work with a capacity planning scenario:
For more information, see the Project Management User Guide.
When creating a scenario, you have the option to link it to a portfolio. Linking a scenario to a portfolio makes the scenario accessible from the portfolio. However, you can only link a scenario to a portfolio by creating a scenario from the capacity planning scenarios page.
Follow these steps:
The capacity planning scenarios page appears.
The properties page appears.
Defines the name for this scenario.
Default: New Scenario
Required: Yes
Select the portfolio from the drop-down to link this scenario. You can view and select the portfolios you have access to. Link the capacity planning scenario to the portfolio before saving the scenario. Once saved, the portfolio value cannot be changed.
Defines the description for this scenario.
Defines the planned cost amount of the investments in the scenario.
Defines the planned benefit amount of the investments in the scenario.
The new capacity planning scenario is created and is linked to the portfolio.
You can compare a scenario with the plan of record or with another scenario. The comparison allows you to see how the latest scenario changes compare to the plan of record or the last round of changes. When you are comparing scenarios, red-lining appears on the page to help you distinguish between the two sets of data.
The ability to compare scenarios, using red-lining, appears on all project team and some project task pages.
Follow these steps:
To see the scenario details as standalone entries without the red-lining, select your planning scenario from the left scenario drop-down. Select None from the right scenario drop-down.
Scenario 1 is compared with the plan of record. The plan of record data is red-lined and scenario data appears below it. You can compare the resource allocation dates, allocation amounts, and ETC.
Individual task dates got pushed out for an investment due to schedule changes.
The investment staffing data is compared against two scenarios. You can compare the following data types for each investment team member between Scenario 1 and Scenario 2:
You can configure the capacity planning list to do the following:
These configurations apply only when you are comparing a scenario with another or to the plan of record. These configurations do not apply to the following cases:
Follow these steps:
The list column layout page appears.
The configure list column fields page appears.
The list column field page appears.
For example, select Default Allocation (Compare To) as a secondary value for the % Allocation attribute.
Secondary values are appended with (Compare To).
After configuring the planning list, open the capacity planning page to view the results.
Follow these steps:
The configure list column layout page appears.
The configure list options page appears.
Investments can be added to scenarios manually or by using a power filter, or automatically when editing the investment attributes. For example, when you change the start date for an investment or the allocation for a team member. When an investment is added to a scenario, all associated team members are also added automatically to the scenario.
Follow these steps:
On the scenario investments page, do one of the following:
Investment Manager = 'Smith, Sue'
Note: If you add investments using a power filter, you can change data for an investment expression. Automatically propagate to all investments added using that investment expression. You require to synchronize the investments occasionally to bring them up-to-date.
To ignore changes temporarily for an investment in a scenario and let the plan of record values appear, you can hide that investment from the scenario. You can also show an investment to display the scenario values again.
To view a hidden investment, choose No from the Hidden drop down.
Follow these steps:
The investments page appears.
The investment is temporarily hidden from the capacity planning scenario.
Removing an investment from a scenario removes any changes to that investment from the scenario. The investment then shows the plan of record values.
Follow these steps:
The investments page appears.
You can make hypothetical changes to investments in capacity planning scenarios.
Follow these steps:
The investments page appears.
Defines the investment start date. The value for this field is from the Start Date field on the project properties page.
Defines the planned cost amount of the investments in the scenario.
Defines the investment as approved or disapproved in the scenario.
Defines the temporarily hidden or exposed investment from the scenario.
While in a capacity planning scenario, you can select investments and refresh the values to reflect the contents of the plan of record. Refreshing the investment values, enables you to undo the changes to an investment without exiting the scenario.
Resetting deletes any changes that were made in the scenario (for that investment) and refreshes it with data from the plan of record. When adding an investment back into the scenario, the investment includes scenario data. But the scenario data is the same as plan of record data unless changed.
Follow these steps:
The investments page appears.
The investment is removed from the capacity planning scenario and added again.
The pages for managing a scenario are common to both capacity planning and portfolio scenarios. The portfolio scenarios are visible on any page that supports capacity planning scenarios. Capacity planning scenarios are not visible on portfolio management pages.
Use the capacity planning scenarios page to create, edit, delete, copy, or set a scenario as the current scenario or the current compare scenario. From the scenario toolbar, click More and select Manage Scenarios.
Owners of capacity planning scenarios have implicit rights to edit their scenarios. Scenario owners can also grant instance access rights to their capacity planning scenarios. You can copy a scenario and edit the new copy. When you grant the access rights, you become the owner of the new capacity planning scenario copy.
Edits or actions are applied to the selected scenario and not to the plan of record or actual data. Also, if you edit an investment that was not explicitly added to the scenario, the investment gets automatically added to the scenario in the background. For example, while in a scenario, you modify a team record that does not exist in the scenario with the associated investment. The investment and all the team records are automatically added to the scenario in the background. To edit the plan of record data from the scenario toolbar, select Plan of Record from the Scenario drop-down.
You can edit a limited number of field values for scenario properties, investments, and team properties in capacity planning scenarios or portfolio scenarios. In the absence of the required rights to edit a scenario, all fields on all the scenario pages appear as read-only.
You can also remove or add new investments to this scenario.
Note: In a scenario, the edits are saved as part of the selected scenario.
Follow these steps:
The properties page appears.
Enter or change the name of the scenario.
This field is read-only because you cannot change the portfolio to which a capacity planning scenario is linked after the scenario is initially saved.
Defines the description for this scenario.
The resource that created the scenario appears by default. You can select a different resource as the owner.
Displays the currency code for the portfolio.
Defines the planned cost amount of the investments in the scenario.
Defines the planned benefit amount of the investments in the scenario.
Follow these steps:
The list page appears.
The properties page appears.
The list of scenarios available to copy is limited to scenarios to which you have view or edit rights. When you copy a scenario, associated investments are also copied to the new scenario.
Alternatively, you can use the Copy option from the More button on the scenario toolbar.
Follow these steps:
The capacity page appears.
A copy of the selected scenario is added to the list and is named Copy of <Scenario Name>. This copy is private.
The properties page appears.
When you delete scenarios, the selected scenarios, and the associated investment and team member conditions, are also deleted. The investments and team members are deleted only from the selected scenario, not from any other scenario.
Alternatively, you can use the Delete option from the More button on the scenario toolbar.
Follow these steps:
The list page appears.
The confirmation page appears.
You can select a scenario as the context for all capacity planning scenario-enabled pages by selecting a current scenario directly from the scenario toolbar.
Follow these steps:
The scenario is now set as the current capacity planning scenario and the default in the Scenario drop-down on any scenario-enabled page.
You can select a compare to scenario as the context for all capacity planning scenario-enabled pages. You can select a compare to scenario by selecting a current compare scenario directly from the scenario toolbar.
Follow these steps:
The scenario is the current capacity planning compare to scenario and the default in the Compare To drop-down on any scenario-enabled page.
You can deselect any scenarios (current and compare scenarios) to switch to the plan of record.
Follow this step:
The above action clears the current scenarios and resets all the scenario-enabled pages to the plan of record.
From the scenario toolbar, click More and select Go to Capacity Planning to access the resource planning capacity page. From this page, you can view role wise available and allocated work across all the investments. The page shows demand for filled and unfilled role allocations.
Use the scenario access pages to view resources with rights to the capacity planning scenario. You can also use the pages to provide resources with access to the scenarios you create. From the scenario properties page or scenario: investments page, select one of the following from the Access menu:
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