Customize Capacity Planning Dialog Box

Overview

Use this dialog box to customize the Capacity Planning page. The General, Group, and Waterline tabs apply only to the scorecard. On the General tab, choose the columns you want to display; on the Group tab, select group and sort options; on the Waterline tab, specify options for sorting projects into two separate groups based on the selected criteria.

Screen Elements

Columns tab

Presents column (or field) and sort options. See Customize Capacity Planning Columns Tab.

Grouping tab

See Customize Capacity Planning Grouping Tab.

Waterline tab

See Customize Capacity Planning Waterline Tab.

Chart tab

See Customize Capacity Planning Chart Tab.

Work Area

Displays the data and controls for each tab.

Apply button

Applies your settings to the item you are customizing without closing the current page or dialog box. This allows you to view the results of your changes and to continue adjusting other settings.

Default

Resets the options on the current tab to their original values. Only available when the Columns tab is active.

Tips

  • On the Customize page, you can specify the columns of information you want to display in the scorecard. For example, you can display project dates, project costs, or project score information. Customize options also let you identify additional group by levels, sorting, and waterline options.

Getting Here

  1. Click "" Portfolios.
  2. On the Portfolios navigation bar, click "" Capacity Planning.
  3. On the Capacity Planning page, click the Customize link.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Analyzing Role Allocation (Capacity Planning)


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