What is the Capability plan ?
The capacity plan makes it easy to visualize which resources are planned or carried out in which phases, so you can allocate resources to projects as needed.
An allocation corresponds to a resource assigned to a phase or project. The resource can therefore enter time completed on the phase. Activity entries. The project manager can define the target work to be carried out and the remaining work of the assigned resource.
When the global RAF is initialized, the remaining work is smoothed over a date range ( phase start date or scheduling date and phase end date), excluding days containing completed and manual detailed remaining work , and excluding days not worked by the resource. Resources - Calendar tab
When a phase is shifted, if it contains detailed RAF and, following this modification, the detailed RAF is no longer contained in the phase, then :
Manual detailed remaining work that is no longer between the start and end of the phase is cancelled.
The smoothed detailed remaining work is recalculated and automatically smoothed again.
In the absence of RAFDM, a day contains RAFDM or the value - if the RAFG is not filled in.
There is no view for this screen.
The number of assignments displayed corresponds to the sum of all assignments on a phase for the selected resources/phases. In fact, even though I've selected 14 resources, I may have selected other resources via the project selector, and a resource may be assigned to several phases.
The phase lines displayed are those for which the resource has been assigned, and for which the resource has planned remaining work and/or completed.
An Other assignments line contains values that are either hidden by the display options (Assignments with remaining work or Assignments with completed work) or that contain completed work entered outside the assignment dates. If there is no detailed remaining work , but there is RAFG, then the project can be included in this line.
Depending on the calendar setting (EN-US), the first day of the week may vary. For example - in week view, when hovering over a week, the day displayed is Sunday, - in day view, weeks start on Sunday
Rights required :
Access the capacity plan (only resources with the same hierarchical level or attached to no structure are visible, rather than all resources combined, if the role is set to hierarchical role )
Scope of the capacity plan
This button allows you to filter resources in the plan .
Here is the list of filter criteria (default) that can be used to select items:
A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.
This button allows you to filter resources in the plan .
The goal here is to select the resources assigned to these different projects, not the projects themselves.
Here is the list of filter criteria (default) that can be used to select items:
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.
This button will display only the resources with remaining work for the selected projects.
Assignments with remaining work
This button will display only the resources with remaining work for the selected projects.
Display
Allows you to display the plan according to the selected resources.
If no resource is selected, this button will be grayed out: it is no longer possible to display the plan
When the capacity plan is displayed by month or week, this button provides a view by day.
It is possible that the display granularity has been set by default via the checkbox. Default granularity of the
Global configuration
When the plan is displayed by day or month, this button allows you to view it view week.
It is possible that the display granularity has been set by default via the checkbox. Default granularity of the
Global configuration
When the plan is displayed by day or week, this button allows you to view it view month.
It is possible that the display granularity has been set by default via the checkbox. Default granularity of the
Global configuration
At the top of plan : Allows you to collapse a level in the plan : collapse project phases, or collapse resource projects, for example. In the plan , at the resource level: This button allows you to expand all lines for the resource: projects and phases.
This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.
At the top of plan : Allows you to expand a level in the plan : expand the project phases, or expand the resource projects, for example. In the plan , at the resource level: Allows you to expand a level in the plan : expand the project phases, or expand the resource projects, for example.
This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.
A tooltip is displayed when hovering over a project or phase to which the resource is assigned. For projects, you can see: start date, end date and remaining work smoothing start date. For phases, you can see: start date, end date and remaining work smoothing start date.
Information is available by hovering over a box in the plan :
availabilityremaining work ressourcecompletedcapacity
This information does not change if the display parameters are modified (display of assignments with remaining work, with completed, by day, week, month, etc.).
This button allows you to view this page in full screen mode.
This button allows you to exit full-screen mode once it has been used, and return to a classic view .
Choice between Normal and High.
With a high density, more entry sheets will appear in the list (without changing page).
Lines will appear thinner than with normal density.
At the top of plan : This button allows you to collapse all lines for all displayed resources: projects and phases. In the plan , at the resource level: This button allows you to collapse all lines for the resource: projects and phases.
This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.
At the top of plan : This button allows you to expand all lines for all resources: projects and phases In the plan , at the resource level: this button allows you to expand all lines for the resource: projects and phases
This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.
Here are the fields found in this screen:
Modification of plan data
Modification of the remaining work is permitted on a phase whose end date is later than the start date of global remaining work smoothing (RAFG) or later than the current date.
When a remaining work value is corrected, the values on the same line (same phase) are automatically readjusted.
Rights required :
Here are the fields found in this screen:
Validates your changes. This may redirect you to the previous page on some screens.
Allows you to modify the plan . Editing is possible on the plan boxes, which correspond to a resource, a phase a day, week, or month (depending on the selected display mode).
The data that appears in bold has been defined manually. Data that is not in bold has been defined via the smoothing of the remaining work automatic) and has not been modified.
This button lets you quickly add an assignment to one or more resources. It triggers a Project and Phase selection popup.
This button allows you to remove the resource from phase(not only for scheduling remaining work), which is only possible if there are no completed entries completed for the resource. This button is available via the contextual menu of a resource.
Rights required : Deleting assignments in the resource theme
This button is used to consult a resource's file. Resources. This button is available via the
contextual menu of a resource.
Rights required : Consult resources
This button allows you to transfer theremaining work from the resource to one or more other resources.
This button is available via the contextual menu of a resource or phase.
Rights required :
This button takes you to the resource's activity entry screen. Activity entries. This button is available via the
contextual menu of a resource.
Rights required : View all activity tracking