Editing Requirements in Capacity Planner

The Capacity Planner is designed to help you estimate your organization's capacity for taking on new and proposed workspaces. The Capacity Planner resource allocation is not tied to task schedules, so you can make changes to see how they might impact resource availability, without impacting existing schedules. (Note: Changing and saving resource requirements will change the requirements in the workspace Resource Allocation application.)

To take advantage of this "what-if?" capability, Capacity Planner allows you to edit resource requirements.

To edit requirements for a Workspace:

1. Open the Capacity Planner application.
   A list of workspaces displays, with unplanned workspaces above planned workspaces.
2. Next to the resource requirement you want to edit, click the Actions icon and select Edit Requirement.
   The requirement hours boxes become editable.
   Note: If you select Edit Requirements for the workspace, you can edit all the requirements for that workspace.
3. Make any changes you want to make to the required hours for the resource type.
   
4. When you are done, click Save All Changes to save the edits, or Cancel All Changes to cancel your edits.

Until you click Save All Changes, any changes you make in Capacity Planner are limited to your local computer. When you click Save All Changes, the updated requirements are saved (and are accessible in the Resource Allocation application of the workspace). If you want to cancel your changes, click Cancel All Changes.

Related Topics:

• Capacity Planner Overview—About the Capacity Planner application.
• Changing the Requirements Display—How to change the way requirements are displayed in the Capacity Planner.
• Selecting Resource Types—How to select which resource types are included in the Net Availability section of the Capacity Planner.
• Toggling Net Availability—How to hide a workspace's resource allocations from the Net Availability totals at the bottom of the Capacity Planner.
• Viewing Workspaces in Capacity Planner—Understanding how workspaces and workspace requirements are displayed in Capacity Planner.

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