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- Capacity Planning Dashboard
- Start your first capacity review
Get Capacity Planning Dashboard running in four steps.
Prepare a real project and planning period, then rehearse the decisions that change team commitments.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Capacity Planning Dashboard. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Capacity Planning Dashboard in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure Capacity Planning Dashboard for your business. Name the Delivery Lead and Project Manager who will run the pilot, then identify the people whose assignments will be reviewed.
Prepare the first operating cycle
Bring current project commitments, work packages and task estimates with their intended dates. Agree weekly capacity assumptions with the people doing the work and select a common review period. Reconcile user identity details before testing personal assignment screens.
Prepare a valid time entry, an issue with severity and a milestone that needs follow-through. Have the Delivery Lead examine a proposed project commitment and record the decision before the manager finalizes assignments.
Review before release
Inspect the valid and failed time-validation outcomes and issue-triage attempts. Ask the QA Engineer to find a fixed issue’s evidence and explain what remains before verification. Have the Project Manager identify the owner of each delivery concern.
Close the rehearsal by comparing the next period’s tasks with the capacity baseline and recording the agreed changes. Confirm access and connection ownership before expanding to live commitments. Follow the implementation phases as the team adds projects to the planning cycle.
Set up Capacity Planning Dashboard your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.