Customize Capacity Planning Grouping Tab

Overview

The Group Tab displays configurable options for modifying grouping options in capacity planning.

Screen Elements

Levels fields

Select one of the following fields for each level preferred to 10 to determine how data is grouped:

  • Budget
  • Costs
  • Dates
  • Durations
  • Earned Value
  • General
  • Project Codes
  • Summary
  • Units
  • User Defined

To Level field

Select a number from 1 to 10 to determine the number of fields displaying the information chosen in the level. This option is only available when a field from Project Codes is selected.

Background Color field

The color to be displayed as a background for each level of chosen data displayed.

Text Color field

Select a color to be displayed for text for each level of chosen data displayed.

Sort Order field

Determines whether to display data in an ascending or descending order.

Show field title in band option

Determines whether to display the field title in band.

Show field rollups in band option

Determines whether to display the field rollups in band.

Getting Here

  1. Click "" Portfolios.
  2. On the Portfolios navigation bar, click "" Capacity Planning.
  3. On the Capacity Planning page, click the Customize link.
  4. In the Customize Capacity Planning dialog box, click the Grouping tab.

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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