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Planview Customer Success Center

Capacity and Demand Analysis prompt

Use case

Know if you're overcommitted or have room for new work. Get one specific action if rebalancing is needed.

Persona: Engineering Lead

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

Compare my team's current workload against available capacity. 
You’ll need the name or ID of the AgilePlace board to analyze; prompt the user for any info you don’t have. 
 
Calculate: 
Current WIP: [X] items in progress 
Team Size: [X] members 
Utilization: [WIP] ÷ [Team Size] = [X] items/person 
Healthy Range: 2-3 items per person 
Assess: 
Any team members or swimlanes exceeding healthy WIP? 
Based on current velocity, where will bottlenecks appear in 2-4 weeks? 
Constraints: 
NEVER suggest generic "reduce workload"—name specific cards to defer 
ALWAYS provide one concrete rebalancing action if over-capacity 
Edge Cases: 
If no work in progress: "No items in progress. Capacity fully available." 
If team size unknown: Calculate per-swimlane instead and note the limitation 
If balanced: Confirm with utilization rate and whether there's room for new work 
Format: 
<template> 
## Capacity Status: [Over Capacity | Balanced | Under Capacity] 
Utilization: [X] items/person (Healthy: 2-3) 
## Bottleneck Prediction 
[Swimlane/person] at risk in [timeframe] due to [reason] 
## Action Required 
[Specific card] → [Move to next sprint / Reassign to / Defer] 
</template> 

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