Analyzing Role Allocation (Capacity Planning)

You can analyze role allocation over time for one or more projects on the Capacity Planning page. Using multiple chart formats and role groupings, you can identify areas of under-allocation or over-allocation.

To analyze role allocation:

  1. In the context selector, select  Portfolios.
  2. In the context selector:
    • Click Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
    • Or choose a portfolio in the Most Recently Used list.
  3. On the  Navigation Menu, expand  Portfolios and click Capacity Planning.
  4. On the Capacity Planning page:
    1. (Optional) Choose to complete any number of the following optional sub-steps:
      1. Click  Customize View to set column, grouping, sorting, and waterline options.
      2. In the project grid, mark or clear the option next to each project to include or exclude the data for the project in the Capacity Planning chart. Data in the Capacity Planning chart is updated to reflect your changes.
      3. In the roles list in the dock, select whether to display roles by Role Hierarchy, Role Team or for the Current Portfolio Projects. Mark or clear the check box next to each role to include or exclude the allocation data for the role in the Capacity Planning chart. Role data is immediately updated in the chart.

        Note

        • When grouped by Current Portfolio Projects or Role Team, all child roles are automatically selected when you select a parent role.
        • You can only select the to display roles in the Role Hierarchy or by Role Team when you are displaying all projects.
      4. In the Display list in the dock, select a display type, and then in the Stacked by list, choose how you want to stack the chart.
      5. Hold your mouse over a color-coded section of the chart to view the capacity data for that section.

Tip

  • The Go to date selector moves the gantt and capacity planning chart to the same date simultaneously.
  • An application level setting determines whether cost spreads account for changes in resource and role rates over time.

Related Topics

Working with the Capacity Planning Page

Capacity Planning Page


Last Published Wednesday, April 1, 2026