Skip to main content

 

Planview Customer Success Center

Managing Resources Using the Capacity Planning Module

Resource_Management_Workflow.png

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)