Changing the role capacity in a scenario can help you view your project portfolio under different conditions, e.g. varying capacities.
- Role Capacities in the Role View
- Role Capacities in the Portfolio Designer
- Reset Capacity Changes
You need to have the Edit Resource Pool and Absences right to access this function.
The capacity of a role is the sum of the capacities of all resources with this role as primary role. You can change the capacity to simulate your plan with additional resources.
Simply specify how many FTE you would like to add to the standard capacity of the role.
- Example: You have three resources with the Developer role. Their combined capacity is 3 FTE. If you then specify a changed role capacity of +1 FTE, you get an overall capacity of 4 FTE for the Developer role.
Role Capacities in the Role View
Open the Resource Pool and select the Roles tab. Move your cursor over the role entry in the list and click the pencil icon at the end of the line to open the detail view of the role:
You can change the role capacity in the Role Capacities in Current Scenario section. Enter the start and the finish date of the capacity change as well as the amount of FTE that you want to add or take away:
A capacity change with 2 FTE will add 2 FTE to the existing role capacity. If no start or finish date is entered, the change is permanent.
Role Capacities in the Portfolio Designer
In the Resource Section, select the desired role and click the three dots at the end of the entry to open the context menu:
Select Edit Capacity.
Set the start date for the capacity change by placing the segment divider (][) with a mouse click. Likewise, set an end date if required.
Click on a value to change it, type in the desired value, and press the [RETURN] key. Confirm the change with the tick mark or revert with the arrow.
Role Capacities in Scenarios and the Plan of Record
Role Capacity Changes are only valid for the scenario in which they were entered. Capacity changes entered in the Plan of Record, for example, have no effect on any scenario.
Reset Capacity Changes
You can reset role capacities to their basic capacity either in the Portfolio Designer or the detail view of the role.
In the Portfolio Designer, click the three dots after the role and in the context menu, select Reset Capacity Changes.
In the Resource Pool, open the detail view of the role, and delete the capacity changes by moving your cursor over each one and selecting the trash can icon at the end of the line.