Capacity Planning Chart Toolbar

The Capacity Planning Chart toolbar includes the following options for working with your capacity planning chart.

Toolbar Elements

"" Group Roles By

Groups the capacity planning chart by role.

Group By field

Select one of the following options:

  • Current Portfolio Roles
  • Role Hierarchy
  • Role Team

"" Search

Enables you to perform a search based on the value you enter in the search bar.

Search field

The means to find a project.

Search options

  • Role Name
  • Mach from Start
  • Mach Anywhere

"" Stacked Histogram

The display of the capacity planning chart as a stacked histogram. Categorized data can be grouped, or stacked, to assist with comparisons. Stacked histograms are useful when analyzing relative parts of a whole.

"" Area Chart

The capacity planning chart is displayed as an area chart. The chart data displays total allocated amount (units or cost) across time..

"" Net Availability Chart

The capacity planning chart as a net availability chart. This chart displays the role's availability over time; how much the role is over or under-allocated. The Net Availability Chart is only available for units and is always grouped by role.

"" Spreadsheet

Enables you to view the actual source data used to generate the chart.

Stacked By field

Select a value for stacking or dividing the presentation of data in your capacity planning histogram, area chart, or spreadsheet. Choose one of the pre-defined general options or a project code.

  • Stack the chart by role to display the total at completion units or costs, per role.
  • Stack the chart by project to display the total at completion units or costs, per project.
  • Stack the chart by staffed vs. unstaffed units to display the total staffed and unstaffed units over time.
  • Stack the chart by project code to display the total at completion units or costs for associated roles and projects.

Stack the chart by current projects vs. other projects to display the aggregate total at completion units or costs for the combination of selected roles across all projects, split into two values. One value represents the role allocation for the projects selected in the current project group (current projects); the other value represents the role allocation for all other projects in the database (other projects).

Note: While the Current Projects vs. Other Projects value is always available in the Stacked by field, it will only provide meaningful data when you customize the page to display data for all projects in the database. When the chart is customized to display data only for selected projects in the current project group, you can still select this option; however, the chart will only display data for the current project group.

(The Stacked by field is not available for the Net Availability Chart.)


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