Capacity Planning Dashboard

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  1. Capacity Planning Dashboard
  2. Process
  3. Delivery review and rebalancing
Process · Delivery review and rebalancing

Delivery review and rebalancing

Use task outcomes, milestone dates and resource risks to decide the next delivery commitment.

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Step by step

  1. Gather the exceptions Project Manager

    Project Manager opens the exception queue and follows overdue tasks, overdue milestones, fixed-but-unverified issues and leading open risks to their source records. Confirm the owner responsible for each next action.

    • Identify the work and owner needing attention
    • Updates Tasks, Milestones, Issues, Risks

  2. Review the outcome Project Manager

    QA Engineer supplies verification evidence where a fix needs examination. Project Manager reviews the milestone result and task progress against the commitment the team agreed to deliver.

    • Examine delivery and verification evidence
    • Updates Issues, Tasks, Milestones, Record attachments

  3. Record the delivery decision Project Manager

    Project Manager approves, rejects or returns the supported task or milestone subject under the team's review policy. Record the subject reference, related project, reviewer and notes so the decision can be followed later.

    • Record Approved, Rejected or Returned for the supported subject
    • Updates Review decisions, Tasks, Milestones, Projects
    ApprovalA person approves before the work moves on.

  4. Revisit capacity Delivery Lead

    Delivery Lead compares the next period's dated assignments with weekly capacity and discusses open resource risks with the manager. Agree which work can proceed and what needs a revised assignment or date.

    • Compare next-period demand with the agreed baseline
    • Updates Team members, Tasks, Risks

  5. Update the plan Project Manager

    Project Manager records the agreed changes to tasks and work packages and updates the project state when the circumstances warrant it. Keep Completed for work that meets the team's completion criteria.

    • Revise dates, ownership or delivery state
    • Updates Projects, Work packages, Tasks, Milestones

Where it usually breaks

And how to keep it from happening.

  • The decision lacks a recognizable subject. Use the correct task or milestone reference and project before recording the review outcome.
  • The next period inherits unfinished work without discussion. Inspect blocked tasks and unverified fixes when agreeing new assignments.
  • A risk has no practical follow-through. Name its owner and record a mitigation that the next planning meeting can revisit.

Who does what

Roles and permissions
Delivery Lead
, Project Manager, QA Engineer, Developer.

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