Capacity Planning Toolbar

The Capacity Planning toolbar includes the following commands:

Toolbar Elements

"" Save

Saves any new or modified entries to the database.

"" Save As

Displays options for saving the current item as a new instance with a new name.

"" Cancel

Cancels any pending changes and reverts back to the last saved state.

"" Create Portfolio from Selected Projects

Creates a new portfolio representing one or more selected projects.

"" Show Scorecard Only

Displays only the scorecard, or table view, hiding the charts and role selection areas of the Capacity Planning page.

"" Show Scorecard and Gantt Chart

Displays the Scorecard and Gantt chart.

"" Show Capacity Planning Chart

Displays the resource and roles capacity planning chart for the selected portfolio, which enables you to analyze role allocation and cost over time. Multiple chart formats display role allocation for the projects and roles you select, enabling you to quickly identify areas of under or over allocation.

"" Full Screen Mode

Expands the current work area so it fills the entire display. Non-essential controls such as navigation menus are hidden in this mode.

Scenario field

Select <Latest Data> or a scenario to apply to the data. The Capacity Planning page displays historical data preserved in a scenario, or the latest summarized data (<Latest Data>), depending on your selection.

Capacity Planning Chart legend

Describes what each colored bar represents in the chart:

"" indicates current values

"" indicates forecast values

"" indicate EPS values

Customize link

Opens the Customize Capacity Planning Dialog Box where you can specify the columns of information you want to display in the scorecard, as well as grouping, sorting, waterline, and chart options.


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