Customers on the new version of Capacity Planning will now be able to access Capacity data in the Insights section.
In this section, you’ll be able to assess resource workload, utilization by team, demand versus allocation by business unit, demand by project category and more.
Time Frame Filter
This filter allows you to generate reports from specific time frames. Filter options include: Last Week, Last Month, Last 3 Months, Last 6 Months, Last 12 Months, and Custom.
The Custom option lets you pick a start and end date, but not beyond the last 12 months or into the future.
Charts update to show data for the selected time frame after you click "Apply".
Your filter selection will remain the default view until a new filter is applied.
Resource workload – Demand vs Allocation vs Capacity across time
This chart is designed to help you quickly see how well the team’s time is being used and how much capacity was left available across a selected period of time. Here, you will see a clear comparison of what's needed (Demand), what's available (Capacity), and what's free to use (Availability) across all teams for any selected time period.
Utilization by Team
This chart is designed to help you:
Determine if teams can handle new projects or tasks.
Evaluate resource allocation efficiency.
Identify workload imbalances or bottlenecks.
Recognize high workload situations.
Demand vs Allocation by Business Unit
This chart is designed to help you track how resources are distributed across different projects from each business unit, identify which business units have the highest demand and allocation, and make informed decisions about resource reallocation to align with strategic goals.
Allocation by Resource Type
This chart is designed to help you:
Assess the distribution of work among various resource types.
Evaluate reliance on external vendors versus internal teams.
Identify risks associated with heavy reliance on vendors.
Understand the costs associated with different types of resource allocations.
Understand how much support is required from outside vendors, and whether this is aligned with organization objectives and budget.
Demand by Project Category
This chart is designed to help you:
Identify which project categories require the most resources.
Assess whether the current team has the right mix of skills and expertise to meet project demands.
Plan for future resource allocations and skill development.
Ensure that resource distribution aligns with organizational goals and project requirements.