• Capacity plan presentation
• How are colors updated in scheduling boxes?
• Scope of the capacity plan
• Displaying the capacity plan
• How do I display the capacity plan by month, week or day?
• How to display more or less details about assignments?
• Assignment information
• Possible actions on assignments

Capacity plan presentation

Unlike the scheduleThe capacity plan contains the other projects on which resources are working and have remaining work or completed work.

On this screen, you can :

• Color-coded resource availability at a glance
• Rapidly allocate new resources
• Modify the remaining work on several projects for a resource, or on the contrary for several resources on a project.

By hovering over a gray break bar (project or resource), the values for availability, capacity, remaining work and completed are displayed, depending on the period.

Scope of the capacity plan

The data displayed in the capacity plan can be modified using several elements:

1. Resource filter
2. Dynamic or static resource filter
3. Project filter (refines the scope of the resource filter)
4. Dynamic or static project filter
5. Choice of capacity plan display period
6. Display only assignments with remaining work
7. Choice of displaying only completed assignments
8. Indication of the number of lines that will be displayed with the selected filter.
9. Launch of capacity plan display

Displaying the capacity plan

How do I display the capacity plan by month, week or day?

It is possible to change the granularity of the load plan , depending on the desired scheduling finesse of the remaining work.

1. View the Capacity Plan (with desired perimeter)
2. Click on Month, Week or Day to change the granularity of the capacity plan .

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Tip: You can change the default granularity of the resource and capacity plan screens. Simply select Month, Week or Day in the field Default granularity of the Global configuration.

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Read more : How colors and cell formats depend on availability and remaining work.Frequently asked questions - How are colors updated in scheduling boxes?

How to display more or less details about assignments?

Certain lines in the capacity plan can be folded and unfolded. Assignments displayed can be grouped by project or by resource.

1. Unfold or fold all lines of the Capacity Plan
2. Unfold or fold the lines of the resource or project.

3. Group capacity plan by project or resource

4. 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 capacity plan screen. Simply click on the tooltips located to the right of the project, phase or resource label.

1. Project-level information

2. phase information

3. Resource information

Possible actions on assignments

1. Assign a resource to a new project or phase (only available when grouped by resource).
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Read more : Assign a resource

2. Consult the resource timesheet or the resource sheet

3. Remove resource assignment