- Demand and Capacity
- Capacity allocation by value type: Business, Enabler, Tech Debt
- PI and Sprint/Iteration Capacity Management
- Capacity Planner
- Job Family Structure and User Expertise (Skills)
- Hours instead of Percentage for Work Allocations
- Man Days instead of Percentage for Work Allocations
- User Demand and Allocations by Job Profile and Skills
Requires the following solution to be installed:
- Years, Quarters and Months (6cbd966f-15ed-4b48-8e9d-bc4bf8bba21e)
- Weeks and Days (0e6f4e3f-c0ab-4ca2-a5bf-d3db158cb6c8)
It is a component for the following solution:
- User Demand and Allocation (6d990828-2bd0-45af-afaf-e68d45b6a148)
The solution is used to track people Reserved and Available Capacity per a Period: such as Year, Quarter, Month or Week. It allows (with additional solutions installed) to see how much capacity a person has based on their planned Work Allocations or/and Times Off (Vacations, Sick Leaves, Public Holidays and Overtimes) during a period. It generates Availabilities for each User for the defined period, and allow to see Reserved and Available Capacity per a Period.
After solution installation, a new tab Availabilities will appear on a User view. It will have no data in the beginning, so Availabilities need to be generated (please see the description below).
There are several ways to calculate Reserved Capacity:
- It can be calculated automatically based on Work Allocations created for a User. Let's say a User is allocated to a Portfolio Epic from April to August for 100%. Then the Reserved Capacity for these months will be 100% and Available Capacity - 0% (User Capacity Demand and Allocation solution enables this)
- It can be calculated based on Time Off taken by a User. For example if a User takes a vacation for a week during May, his Reserved Capacity will be calculated based on a vacation duration and number of working days in a month (Vacation Consideration in Capacity solution enables this)
- It can be calculated based on both - Work Allocations and Vacations (solutions from 1 and 2 need to be installed).
- Reserved Capacity can be entered manually. To enable this you need to make Reserved Capacity custom field non system (editable) in Settings -> Custom Fields. Now you can enter Reserved Capacity right from a User view.
Note: We're about to release a new Table view, which will allow a more convenient way to enter information into the system. We'll update the solution, as soon as it's available.
Available Capacity will be calculated as 100% - Reserved Capacity and show how much capacity is available.
- Install the solution from the Solution Library
- Go to Settings -> Automation Rules
- Open one by one the following rules and set the rule parameters:
- Generate Availabilities for ConnectedUser (Periods)
- Generate Availabilities when a new User is created
- Set Connected User Availability Name
- Click Raw JSON View
- Customize the rule parameters:
- periodType – defines for which period you do capacity planning. Set it to YearPeriod, QuarterPeriod, MonthPeriod or WeekPeriod.
- useIsActive – true will generate Availabilities only for active users, false - for all users on the account
- availabilitiesQuantity – limits the Number of Periods we want to generate Availabilities for. It is set to 999 to cover all existing periods in future, but mostly used for solution testing purposes. Let's say you would like to see how the solution works without generating thousands of Availabilities for each User for each Period first. Just leave the number as set by default if you are sure you need this solution.
- generateAvailabilitiesForPastPeriods – controls generating Availabilities for only current and future periods or for the past as well
- Enable the Generate Availabilities for ConnectedUser (Periods) rule and click Save and Trigger Now button
Note 1: Rule will be triggered automatically on a weekly basis to generate more Availabilities to match the defined (or for all the available future Periods) in the rule parameters number.
Note 2: You may see Set Reserved Capacity to 0 for Availability rule throwing errors. Just leave it for some time. It'll start processing normally after it and will set zeros to the Reserved Capacity field