Capacity Planning and Resource Management
- What is Capacity Planning? An Introduction
- Getting Started - Preparing Your Environment
- Requesting Resources (Staffing Requests)
- Creating Staffing Requests from Tasks
- Updates to Create Staffing Requests from Tasks Feature
- Placeholder Resources
- Enhancement: Set the “find window columns” shown to users when selecting Resources
- Apply Task Assignment from Projects Resource Planning
- Automate 'Apply Task Assignment' with Configurations
- Managing Requests and Optimizing Resource Utilization
- Project and Task Assignment
- New Replace Resource Filters
- Filter Resources by Skills
- Daily Staffing Notification Settings
- New Email Notification for Approved and Assigned Staffing Requests
- Updating the Planned Forecast (beta)
- Shift Project Assignments
- User Capacity for Inactive Users is Zero
- Managing Resource Loads
- Capacity Planning - Skills View and Sharing Capabilities
- Why plan resources at the project level?
- Project resource planning overview
- Enabling time-phased project resource planning
- Assigning resources for a project by time period
- Reviewing and leveling capacity of resources across projects
- Using the Resource Utilization Report
- Resource Management Best Practices