Step-by-step guidance
Who can do this: Capacity visibility follows people and project access; financial permission is not required for a time-only view.
Before you begin
- Current schedules and leave
- Confirmed allocations and internal commitments
- Demand plans or requests when future demand should be included
Steps
- Choose the team, person, role, portfolio, and period.
- Review supply after schedules, leave, and internal work.
- Compare allocation and forecast demand with available supply.
- Trace shortage periods to projects, requests, or assumptions.
Expected result
The viewer can distinguish available capacity from overload and unfilled future demand.
Next action
Resolve the earliest material gap by changing timing, capacity, allocation, or demand.
Common problems
- Zero availability may be a non-working day.
- Forecast demand is not confirmed allocation.
- Stale schedules or leave misstate capacity.