Click on the Employee menu on the left hand side of the menu, the select the CAPACITY Tab to the right of the TABLE at the top. The employees list will load up the list of employees you can search for and select. To begin you can select all, or click to select multiple employees and click load to fill the project grid. You can also search for employees in the Search box.
In the filter section you can filter to My Assignments to just view your assignments. Other options include the ability to include Generic Resources or Roles, Include Hidden/Terminated Employees, or report only assignments that are on projects in a different organization unit than the employee (this is typically used to identify cross-charges).
Other options to filter employees by Office, Supervisor, Skill, Team, or Role are listed below.
At the bottom of the filter screen you can save or use existing ‘saved filter searches’, to repeat your search.
You can adjust the Scale to Weeks or Months and the Show Unassigned Resources will include Generic Resources/Roles, and include Estimate will add potential projects/opportunities to the graph.
For hiring it’s common to filter by employee role to see how many resources exist for that role and how much planned work exists. Note this could be filtered by Region/Office/etc to understand capacity by role in that office.
Video Summary: Capacity Management tool is designed to provide a comprehensive visualization of your organization's employee capacity. This tool allows you to understand the total number of available employees, the amount of work scheduled for each employee, the work assigned to generic resources, and the work involved in potential projects, estimates, or opportunities.
To access the Capacity Management tool, navigate to the 'employees' area and select the 'capacity' tab. Here you will find filters that allow you to narrow down the employees you want to report on. This includes the ability to view capacity by office, division, region, role types, and more.
Key options within the Capacity Management tool include the ability to show unassigned or generic resources and to include estimates or opportunities. You also have control over the number of weeks or months displayed in your capacity report.
The Capacity Management tool takes into account whether an employee is full-time or part-time, adjusting their FTE (Full-Time Equivalent) count accordingly. Your utilization target, or how much billable work you expect from your employees, is also displayed.
The tool offers a granular breakdown of work week by week or month by month. By applying filters, you can refine your capacity analysis to specific groups or roles within your organization, allowing you to assess your hiring needs and understand if you have the capacity to take on work in a particular office or region.
In summary, Planifi's Capacity Management tool provides a dynamic and in-depth understanding of your organization's employee capacity and demand. Its flexibility and detailed reporting options make it a valuable tool for capacity planning and management.