Resource Capacity Planning › How to Manage Resource Capacity › View Other Resource Planning Portlets

View Other Resource Planning Portlets

To view more detailed resource, investment, allocation, and booking information, use one or more of the resource management portlets.

Follow these steps:

1. Open Home and under Resource Management select Resource Planning.
2. Click one of the tabs on the Resource Planning page. From left to right, the tabs offer high-level organizational capacity and demand metrics down to detailed booking data.

   The Resource Planning tabs and portlets are shown in the following table:

See the CA Clarity PPM Portlet Reference Guide for additional information about each of these portlets.

Capacity Planning Scenarios

To make informed decisions about resource demands and staffing, use capacity planning scenarios. Create a scenario and make temporary changes that assist you in decisions about which investments fit into your overall plans. You can modify team allocations, change investment start dates, and can switch investments between approved and unapproved status.

Applying planning scenarios is often known as performing what-if analysis. These scenarios answer questions such as, "What if we add 20 resources?" Based on your criteria, the capacity planning scenario changes the demand data that appears. By shifting investment start dates or changing team allocations, you can examine possible changes before making any edits to your plan of record data.

As a resource manager or project manager, use capacity planning scenarios to address the following sample situations:

• You have 20 direct reports and must frequently review the resource deployment status. You want to identify resources that are under-allocated or over-allocated for possible reallocation to new projects. To decrease the allocation on one investment and increase allocation on another investment, use a scenario.
• You share resources with other departments and must have visibility into the demand on those resources. You receive requests for new projects that require staff. You want to see what effect approving new investments has on demand and capacity across resource OBS units.
• You want to see the effect on resource allocation and assignments when project dates are moved out or dates are brought in sooner.

Note: As a best practice, use a capacity planning scenario for analysis before making actual changes.