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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Capacity Plan

Capacity Plan

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Table of contents

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 entriesActivity entries. The project manager can define the target work to be carried out and the remaining work of the assigned resource.

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These definitions may be useful Representations of the Resources themeRepresentations of the Resources theme
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When you first record remaining work :

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 tabResources - Calendar tab

Capacity plan screen
Capacity plan screen

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.

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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

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Rights required :

  • Access the capacity planAccess 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 )
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Read more : Resource scheduling rightsResource scheduling rights

Scope of the capacity plan

FilterFilter

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:

  • ContainsContains
  • TypeType
  • categorycategory
  • That assetsThat assets
  • ProfileProfile
  • AttachmentsAttachments
  • Generic resourceGeneric resource

Select resources

A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.

FilterFilter

This button allows you to filter resources in the plan .

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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:

  • ContainsContains
  • AttachmentsAttachments
  • statusstatus
  • DescriptionDescription
  • themetheme
  • user role(s)user role(s)
  • With late milestonesWith late milestones
  • Father projectFather project
  • Start of smoothing of remaining workStart of smoothing of remaining work
  • project templateproject template
  • project managerproject manager
  • Start dateStart date
  • End dateEnd date

Select projects

A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.

Assignments with completed

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

View

Allows you to display the plan according to the selected resources.

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If no resource is selected, this button will be grayed out: it is no longer possible to display the plan

Day

When the capacity plan is displayed by month or week, this button provides a view by day.

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It is possible that the display granularity has been set by default via the checkbox. Default granularityDefault granularity of the Global configurationGlobal configuration

Week

When the plan is displayed by day or month, this button allows you to view it view week.

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It is possible that the display granularity has been set by default via the checkbox. Default granularityDefault granularity of the Global configurationGlobal configuration

Month

When the plan is displayed by day or week, this button allows you to view it view month.

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It is possible that the display granularity has been set by default via the checkbox. Default granularityDefault granularity of the Global configurationGlobal configuration

Group by

This button allows you to group plan data:

  • by project
  • by resource

Folding a levelFolding a level

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.

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This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.

Unfold a levelUnfold a level

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.

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This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.

NewsletterNewsletter

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 :

  • availability
  • remaining work ressource
  • completed
  • capacity

This information does not change if the display parameters are modified (display of assignments with remaining work, with completed, by day, week, month, etc.).

Full screen

This button allows you to view this page in full screen mode.

Exit full screen mode

This button allows you to exit full-screen mode once it has been used, and return to a classic view .

Modify densityModify density

Choice between Normal and High. With a high density, more lines can appear in the list (without changing pages). The lines will appear thinner than with a normal density.

Fold everything

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.

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This button is accessible from the header row of plan , on the left AND at the resource level using the chevron.

Unfold all

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

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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:

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ResourceResource
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ProjectProject
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periodperiod

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.

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When a remaining work value is corrected, the values on the same line (same phase) are automatically readjusted.

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Rights required :

  • Modify the capacity planModify the capacity plan
  • Modify your capacity planModify your capacity plan
Capacity Plan with Day granularity
Capacity Plan with Day granularity
Capacity Plan with weekly granularity
Capacity Plan with weekly granularity
Capacity Plan with Month granularity
Capacity Plan with Month granularity

Here are the fields found in this screen:

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WordingWording
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remaining workremaining work
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DayDay, WeekWeek or MonthMonth (depending on display choice)

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

EditEdit

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).

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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.

Assign to a new project

This button lets you quickly add an assignment to one or more resources. It triggers a Project and Phase selection popup.

Remove resource

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 menucontextual menu of a resource.

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Rights required : Deleting assignments in the resource themeDeleting assignments in the resource theme

Consult the resource sheet

This button is used to consult a resource's file. ResourcesResources. This button is available via the contextual menucontextual menu of a resource.

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Rights required : Consult resourcesConsult resources

Reassign remaining work

This button allows you to transfer theremaining work from the resource to one or more other resources.

This button is available via the contextual menucontextual menu of a resource or phase.

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Read more : Transfer remaining workTransfer remaining work

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Rights required :

  • Assigning a generic resourceAssigning a generic resource
  • or Assigning a named resourceAssigning a named resource

View resource activity

This button takes you to the resource's activity entry screen. Activity entriesActivity entries. This button is available via the contextual menucontextual menu of a resource.

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Rights required : View all activity trackingView all activity tracking

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