Capacity Planning
You use this process to plan the resource demand on a long-term, strategic basis. To do this, you specify the resource demand along a timeline in corresponding capacity categories. You map operational resource demand to the strategic capacity categories.
As a resource manager, you get an overview about your free and occupied resources. This allows you to add free resources to roles or projects and to recognize potential future bottlenecks.
Process
You enter the capacity planning data on the
Bucket Details
screen (see Bucket Details).You enter the capacity planning data for an item on the
Item Details
screen (see Item Details).In case of using an initiative, you enter capacity data for an initiative on the
Initiative Details
screen (see Initiative Details).You can see an overview of the financial data in the financial planning view. You choose between capacity categories and capacity views.
You enter or edit financial data and view the chart that gives an overview of all entered data.
Result
The capacity planning allows you the high-level staffing of projects, items and initiatives. You can push down the specified resource demand in the capacity planning to an operational system where you can assign the actual resources.