Customize Capacity Planning Chart Tab

Overview

Use this tab to set options for the Gantt chart and Capacity Planning chart. In the Timescale section, choose the timescale interval you want to display in both charts.

Screen Elements

Display list

Determines whether the chart will be displayed by Costs or Units.

Display usage across options

Select from one of the following options in which to display usage across:

  • selected projects option
  • all projects (excluding what-if projects) option

Show Limit option

Determines whether to show the limit.

Show Allocation Limit option

Determines whether to show the allocation limit.

Show 3-D option

Determines whether to display the chart in 3-D.

Color Theme list

Determines whether the chart will display with a pastel or primary color theme.

Timescale list

Determines the timescale. Select from the following intervals:

  • Year/Month: The Gantt chart is divided into years which are then divided into months.
  • Year/Quarter: The Gantt chart is divided into years which are then divided into quarters.
  • Quarter/Month: The Gantt chart is divided into quarters which are then divided into months.
  • Month/Week: The Gantt chart is divided into months which are then divided into weeks.
  • Financial Period: The Gantt chart is divided into financial periods.

The available timescale options are determined by the selected summarization option on the General tab of the Application Settings page. If you select the By Calendar option, the calendar timescale options are available in the Timescale list. If you select the The By Financial Periods option, the Financial Period option is available in the Timescale list. If both options are selected, you can select from a calendar or financial period timescale.

Tips

  • You can also customize the page to display allocation in the Capacity Planning chart for all projects in the database, rather than for the projects you select in the scorecard.

Getting Here

  1. Open a portfolio in the Portfolios section using one of the following methods:
    • Click "" Portfolios to open the last portfolio you were working with.
    • Click the "" Portfolios menu and choose one of the most-recently used portfolios.
    • Click the "" Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
  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 Chart 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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