These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Capacity Planning Dashboard
- Implementation
How a Capacity Planning Dashboard rollout works
Configure the planning period and responsibilities, then rehearse capacity decisions with actual project work.
Agree the planning basis
Select a real project and review period. Define weekly capacity assumptions and identify the Delivery Lead responsible for accepting scope.
Prepare people and commitments
Load organizations, people and project records. Reconcile identity details and configure access before assigning work through personal screens.
Build the delivery structure
Prepare work packages and tasks with owners, dates and estimates. Check project links and explain how the team will handle work that spans planning periods.
Rehearse the guarded actions
Submit a valid time entry and an invalid zero-hour entry. Triage an Open issue with severity and a case without it, then inspect the operation results.
Rehearse human decisions
Have the Delivery Lead return and then approve project scope. Have the Project Manager record a delivery decision after examining task, milestone and verification evidence.
Run the first review cycle
Compare the next period's dated demand with capacity, discuss resource concerns and record the agreed assignment changes. Expand when participants can explain the decision from the records.
What the customer provides
Provide team-member names and emails, roles and practices, weekly capacity assumptions and the current project commitments. Bring a work package with realistic tasks and estimates, plus an issue or milestone that needs follow-through. Identify the people who prepare scope, accept commitments and verify fixes.
Name the owners of external people, leave, task and financial systems. Agree which connections the pilot needs and how the team will reconcile their records.
Changing it afterwards
Test a changed planning rule against the same project case before using it on live commitments. Recheck personal access after identity changes and examine summaries when time or task rules change. Keep the roles and reporting conventions aligned with the way the team runs its review.
Set up Capacity Planning Dashboard your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.