About the Capacity Planner Display

The Capacity Planner display is divided into 2 main areas:

Workspaces—Workspaces and their resource types are listed on the left side, with a grid of resource requirements on the right. Requirements come from requirements added in each workspace using the Resource Allocation application or, in the case of requests, by editing the requirements for the request.

The workspaces are divided into two sections, Unplanned and Planned. For details see Viewing Workspaces in Capacity Planner.
Net Availability—The bottom of the display includes summary information, with the left side giving you the option to change how the summary information is shown, and the right side showing the summary information. For more information, see Viewing Net Availability.

Tab Toolbar

A Tab toolbar gives users the ability to switch between custom views, as well as to create, modify and delete views. Your custom views can impact the display of unplanned and planned workspaces as well as net availability calculations. For more information, see About Capacity Planner Custom Views and Customizing Application Views.

An Export To Excel option allows users to export capacity planning data to Microsoft Excel. For details, see Exporting Capacity Planner Data to Excel.

Saving Changes

One function of Capacity Planner is to give you the ability to explore different, "what if" scheduling scenarios to help determine which workspaces to approve and how to schedule them. View various scenarios by editing resource requirements.

Any changes you make are limited to your local computer, until you click Save All Changes. When you click this button, the changes you have made are saved to the database. If you want to cancel your changes, click Cancel All Changes

Save All Changes—Saves changes made to resource requirements or workspace start dates
Cancel All Changes—Reloads the page, discarding any changes made since the last save

View Toolbar

The Select Resource Types option on the View Toolbar allows you to choose which resource types are included in the Net Availability summary at the bottom of the screen. For more details, see Selecting Resource Types.

The View Toolbar also provides you with the ability to toggle the requirements view between hours (or FTE) and cost, as well as between a monthly view and a weekly view. For details see Changing the Requirements Display.

Actions Icon

Actions Icons next to each workspace give you the ability to:

Hide a workspace and its requirements from the net availability totals at the bottom of the screen—The Toggle Net Availability option hides or reveals a workspace requirements from the net availability calculations. For more information, see Toggling Net Availability.
Switch a workspace between Unplanned and Planned—The Set Capacity to Planned/Unplanned option moves a workspace and its requirements from the Unplanned area to the Planned area and back.
Edit the workspace requirements—The Edit Requirements option allows you to edit resource requirements for a workspace. For more information, see Editing Requirements in Capacity Planner.
Move the requirements forward or back—The Move forward one <Month/Week> and Move back one <Month/Week> options allow you to shift requirements forward or back by one column. For details, see Moving Requirements in Capacity Planner.