Capacity in Strategic Planning

concept australia Updated Sep 10, 2026 1 min read capacity-planning-spw.md
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The Capacity tab provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

Analyzing the Capacity screen, you can:

  • View resource capacity for prioritized items in your portfolio.

    Note: The Capacity screen displays effort only from prioritized planning items for the Filtered Out Items and Estimate outside portfolio rows. This may result in different utilization values compared to Resource Management Workspace, which includes all planning items regardless of state.

  • Understand the resource capacity needs and estimates across your organization by using key attributes such as group, role, and skill.

  • Effectively forecast the supply of resources and the demand of work in your portfolio.

  • Understand and get an overview of the resource capacity allocations by using the color indicators.

  • Plan for resources with specific skills or roles for future assignments.

  • View the resource allocation health instantly with the new intuitive user interface that gives you a detailed breakdown of portfolio duration by month having over allocations.

  • Identify the risks in resource capacity for the prioritized planning items using the Rank field.

  • Use the warning icons to easily identify the over utilized resources ([Omitted image "cp-over-utilized-icon.png"] Alt text: Over utilized resource icon.), planning items with actual dates ([Omitted image "cp-wip-gantt-bar-icon.png"] Alt text: In-progress icon for planning items with actual dates.), and the planning items or resource groups with no resource assignments ([Omitted image "cp-no-rsrc-asgnmnts-icon.png"] Alt text: No resource assignments icon.).

[Omitted image "cp-capacity-planning-screen.png"] Alt text: Capacity screen.

The top screen area displays:

  • Resource capacity details depending on the defined resource criteria.
  • Allocation details for the time period.
  • Resources grouped by primary attributes.

The bottom screen area displays:

  • Prioritized planning items.

  • Interactive Gantt chart for the duration of planning items. Select a Gantt bar to see the capacity for that specific planning item only.

    Note: Move the Gantt bar of a planning item to adjust the planned dates depending on the available resource capacity. Planning items with actual dates, indicated with in-progress icon ([Omitted image "cp-wip-gantt-bar-icon.png"] Alt text: In-progress icon for planning items with actual dates.), cannot be adjusted for resource availability.

  • Toggle option ([Omitted image "cp-toggle-buttons.png"] Alt text: Toggle options to view capacity.) to adjust the resource capacity view.

  • Legend explaining the visual representation of the resource capacity and Gantt bar of planning items.

    [Omitted image "cp-legend.png"] Alt text: Legend chart for Capacity screen.

Parent Topic:Exploring Portfolio Planning in Strategic Planning Workspace

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