Capacity View questions

I'm interested in use the new Capacity view within Resource Management but had a few questions.

1) Is there any way to filter on project type (Confirmed, Internal, Tentative)? There is no way to know this with just the project filter.

2) Can you include a client filter? Projects are just names and do not include client names.

3) Can you confirm that this is driven purely from working hours and that target utilization does not factor in. It does seem that way.

Answers

  • Hamza1
    Hamza1 Moderator

    Hi @hiker360,

    Please see responses below:

    1) Currently, the only filter capability is by Project. Project Type is coming soon, we are actively designing for it and will go into implementation soon.

    2) Thanks for the feedback on this filter. We will take this into consideration for future iterations of Capacity View. When you have a moment, please submit your feature request to the Product team by creating an Idea post in the Smartsheet Product Feedback and Ideas topic.

    3) That is correct. It’s driven by workload (assigned hours) and the availability of people. We don’t take utilization targets into account at the moment. However, it is feedback we’ve received.


    Cheers,

    Hamza

  • Any update on the filter capabilities being added to the Capacity View? At Seattle conference last year the RM booth said this enhancement would be released very soon as it already exists in the people view.