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  1. Clarizen Success
  2. Product Documentation
  3. Capacity Planning and Resource Management

Capacity Planning and Resource Management

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  • 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
Clarizen is a global leader in collaborative work management software, bringing together cross-company project management, configurable workflow automation,
in-context collaboration and a tailored, role-based experience, all built on a secure, scalable enterprise platform.

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