Capacity Planning

The Capacity Planning screen of the Portfolios section is a very powerful feature that allows users to clearly see which skills or equipment will be needed to complete a group of projects. The feature gives the user a windscreen (forward facing) view of resource usage and the landscape ahead. If the analysis highlights the fact that more cranes are needed, users have data to support decisions, such as renting or purchasing more cranes or moving the project to different dates to avoid over-allocation. This feature is best used when planning or bidding on future projects by allowing a user to stack all project timelines onto a single Gantt chart and view the resources needed month-by-month or per quarter as each bid or project is moved.

There is a lot going on in the previous screenshot! Let's break it down into more manageable sections.

Frame A—scorecard

Frame A is a scorecard area with a list of all projects within the currently open portfolio. As with any scorecard, you...