- Introducing plan capacity
- plan capacity perimeter
- Display of plan capacity
- How to display plan capacity by month, week or day?
- How to display more or less details about assignments?
- Assignment information
- Possible actions on assignments
Introducing plan capacity
Contrairement à l'écran 
schedule the remaining work, le plan capacitaire contient les autres projets sur lesquels les ressources travaillent et ont du reste à faire ou du réalisé.
On this screen, you can :
- See availability resources at a glance thanks to color coding
- Rapidly allocate new resources
- Modify remaining work on several projects for one resource, or on several resources on one project.
By hovering over a gray bar of break (project or resource), the values of availability, capacity, remaining work and completed are displayed, depending on the period.
plan capacity perimeter
The data displayed on plan can be modified in several ways:
- Resource filter
- Dynamic or static resource filter
- Project filter (refines the scope of the resource filter)
- Dynamic or static project filter
- Select period to display plan capacity
- Choose to display only assignments with remaining work
- Choose to display only assignments with completed
- Indication of the number of lines that will be displayed with the selected filter.
- Launch of plan capacity display
Display of plan capacity
How to display plan capacity by month, week or day?
It is possible to change the granularity of the plan load, depending on the desired fineness of scheduling of remaining work.
- Afficher le plan capacitaire (avec le périmètre souhaité)
- Click on
Month,WeekorDaypour changer la granularité du plan capacitaire.
Month, Week or Day dans le champ Default granularity de la configuration plateforme.→ See how cell colors and formats depending on availability and remaining work.
Questions fréquentes - Comment les couleurs se mettent à jour dans les cases de planification ?
How to display more or less details about assignments?
You can fold and unfold some of the lines on plan . Assignments displayed can be grouped by project or by resource.
- Unfold or fold all the lines on plan capacity
- Unfold or fold the lines of the resource or project
- Group plan capacity by project or resource
- Modify line density (Normal or High), which changes the width of the lines displayed.
Assignment information
A range of information can be consulted without leaving the plan capacity screen. Simply click on the tooltips located to the right of the project, phase or resource label.
- Project-level information
- Information on the phase
- Resource information
Possible actions on assignments
- Assign a resource to a new project or a new phase (only available in resource grouping). More information: How to assign a resource?
- Remove resource assignment
- Consult the timesheet resource sheet or the resource card
