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Planview Customer Success Center

Roadmap Capacity Chart

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In the Roadmap, the Capacity Chart is used to estimate the supply versus the demand over the time period of your portfolio. The outcome defines the optimized budget or resources across the portfolio of demand cards in the timeline.

The capacity values for each resource are distributed evenly over the time blocks for each demand card. In the Capacity Chart, the total values for the cards are displayed as bars. A blue bar means that the capacity values in that time period have not exceeded the defined capacity limits. A red bar means that capacity has exceeded the capacity limit.

Each roadmap can have multiple Capacity Charts, with each chart tracking a different resource type.

To view a Capacity Chart in the Roadmap:

  1. In the Roadmap, click the tab at the bottom. The Capacity Chart slides open.
  2. Along the bottom of the chart, click on the resource record to view.

With the Capacity Chart open, switch between resource records freely.

Before seeing the bars in the Capacity Chart, the following conditions must be met:

  • The resources and capacity limits must be defined in the Roadmap configuration.
  • The demands on the roadmap require that resources are associated with the card and there are resource requirements defined.

Capacity Planning Configuration

There are three types of common capacity planning resources that the Capacity Chart can track: Critical Resources, Effort, and Budget.

  • Critical Resources: Examples include people or teams that are needed to complete a project.
  • Effort: A capacity measured in labor units, such as hours, FTEs, or person-months, needed to complete a project.
  • Budget: A capacity defined by available currency.

To add resources and capacities in the Roadmap:

  1. Add a resource capacity record.
    1. Click the Gear icon in the upper right corner of the Roadmap.
    2. In the Roadmap Configuration, under Global Configuration, click Capacity Planning.
    3. Click Add Resource.
    4. Name the resource and, if desired, add a location.
    5. Select a type of resource: Critical Resource, Effort, or Budget.
    6. Select a unit of measurement. The options available for this step will vary based on the type of resource selected
    7. Click Create. The capacity record will appear in the Configuration Dialog
  2. In the capacity record created, click Add Capacity. A new row will appear. This step can be repeated to create multiple capacity rows.
  3. In each row, add a capacity value and a date range.

               

    NOTE

    All rows must have a capacity value. For Critical Resource and Effort resources, only one row in each record can have blank dates. All rows in Budget capacity records must have dates.

               

  4. Click Save.

To edit resource capacity records:

  1. Click the Gear icon in the upper right corner of the Roadmap.
  2. In the Roadmap Configuration, under Global Configuration, click Capacity Planning.
  3. Click the Edit icon for the capacity record to edit.
  4. Change the fields and settings you want.
  5. Click Save.

To delete a resource capacity record:

  1. Click the Gear icon in the upper right corner of the Roadmap.
  2. In the Roadmap Configuration, under Global Configuration, click Capacity Planning.
  3. Click the Edit icon for the capacity record to edit.
  4. Click Delete.
  5. Confirm the deletion.

           

NOTE

Deleting a capacity record will also delete all of its the capacity rows and any resource requirements on demands associated with that record.

           

Defining Resource Requirements for Demands

In order to display resource data in the Capacity Chart, the demand cards on the Roadmap must have defined resource requirements.

To add a resource requirement to a demand:

  1. Open the demand’s detail card by either double-clicking its time block or clicking on it in the left-hand column.

               

    NOTE

    Requirements may also be added to a demand from any of the other SPM boards, i.e. Kanban or Priority.

               

  2. Under Resource & Budget Requirements, click Add Requirement.
  3. From the dropdown menu, select a resource.
  4. Add a values to each requirement field.
  5. Repeat steps 2 through 4 for each requirement to add.
  6. Click Save.