Topics

Capacity

Workload and resource planning.

8 articles

Start here Capacity – introduction What capacities are in teamspace, where to find them and how master data, team and resource schedule work together.

Exercises

1 articles

Guided exercise: schedule a capacity Exercises Create a capacity step by step, staff the team and distribute 240 hours over four weeks across two employees – with a plausibility check and a plan-versus-actuals reconciliation.

For users

4 articles

Analyse capacities How-to The global reports Capacity planning, My capacity planning and Employee overview, plus the Capacity analysis tab of an individual capacity.
Create and set up a capacity How-to Create a new capacity, maintain the master data and target project, and staff the team with time budgets and permissions.
Maintain the resource schedule How-to Distribute hours across days: by click, by record or by assistant, lock and move slots, read utilisation and totals.
Work with the scheduling assistant How-to The scheduling assistant in six actions: create, delete, lock, adjust, move and correct – with team and time filters.

Set up & manage

1 articles

Set up the warning system Configuration Configure warning mechanisms for capacities: thresholds for deviations between time budget, resource schedule and booked times, check status and check report.

For decision-makers

1 articles

Understanding capacity planning Concept Strategic and operational planning, rough and fine planning and the three-step approach – the conceptual framework behind capacity planning.