Capacity planning in Portfolio Planning

concept brazil Updated Sep 10, 2026 1 min read capacity-planning-pp.md
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The Capacity Planning screen provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.

Analyzing the Capacity Planning screen, you can easily:

  • View resource capacity for prioritized items in your portfolio.

  • 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.

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

  • The top tray of the screen displays:

    • Resource capacity details depending on the defined resource criteria.
    • Allocation details for the time period.
    • Resources grouped by primary attributes.
  • The bottom tray of the screen displays:

    • Prioritized planning items.

    • Interactive Gantt chart for the duration of planning items.

      You can click a Gantt chart bar to see the capacity for that specific planning item only.

      You can move the Gantt chart to adjust your resource capacity details accordingly.

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

Parent Topic:Exploring Portfolio Planning

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