About Capacity Planner Custom Views

Capacity Planner custom views can impact the values displayed and the resulting net availability shown. Understanding how custom views interact with displayed data is vital for making the best use of Capacity Planner.

Two aspects of custom views have an impact on Capacity Planner:

The workspace types included in the view
The filters (if any) applied to those workspaces

With custom views, you specify which workspace types to include. You can also define filters that impact the included workspaces.

Included/Excluded Workspace Types

Custom views include or exclude workspaces based on their workspace type. Workspaces are shown in a Capacity Planner view only if their workspace type was specifically included in the view.

If a workspace type is excluded from the view, no workspaces of that type are shown and any resource requirements for the excluded workspaces have no impact on Net Availability.

Filters and Filtered Workspaces

A custom view can include filters that operate on the workspaces include in the view. Net Availability values represent only those workspaces visible in the view. This means that two custom views that filter different workspaces may have different Net Availability values. In addition, filters impact planned workspaces differently than they impact unplanned workspaces.

Unplanned Workspaces

Filters can be used to hide unplanned workspaces.

Any unplanned workspace that does not appear in the view does not impact Net Availability (its resource requirements are not used for Net Availability calculations.
Planned Workspaces

Filters cannot be used to hide planned workspaces, even if the workspaces meet the filter criteria defined in the custom view.

Planned workspaces are included in the Planned list and their requirements impact availability. To exclude a planned workspace from Net Availability calculations, exclude it by Toggling Net Availability (or change the workspace to Unplanned, but be aware that doing this may hide the workspace from the view).

Related Topics:

About Planned/Unplanned Capacity—Information on setting workspaces to Planned or Unplanned.
Capacity Planner Overview—About Capacity Planner.
Viewing Net Availability—Understanding how availability summary information is displayed in Capacity Planner.
Viewing Workspaces in Capacity Planner—Understanding how workspaces and workspace resource requirements are displayed.