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Planview Customer Success Center

Managing Resources Using the Capacity Planning Module

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CAPACITY PLANNING OVERVIEW

This video covers the basic configuration needed to enable Capacity Planning

 


 

CAPACITY PLANNING FOR RESOURCE MANAGERS(RM)

This video is an overview of the Capacity Planning Workspace settings and capabilities

 


 

STAFFING REQUEST

This video covers a project manager's steps to create and submit a staffing request to a resource manager(RM)

 


 

CREATE STAFFING REQUEST FROM TASKS(BUCP)

Create Staffing Request from Tasks / Bottom-Up Capacity Planning - Creating Staffing Requests Based on the Detailed Task Assignment in Your Work Plan


 

FULFILLING STAFFING REQUESTS

This video covers the steps for fulfilling staffing requests and assigning resources by the Resource Manager(RM)