Capacity calculation in Roadmap Items

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

How is the value for Capacity Roadmap Items calculated? If it is imported from an existing project / investment in Clarity, how is this value determined? 

Environment

Release: All
Component: Clarity Roadmaps

Resolution

Roadmap Items imported from Clarity Projects, Ideas, and Custom Investments:

For all current versions

Starting in 15.7.1 you now have the ability to sync Capacity as either Allocations or Assignments. See Clarity PPM New User Experience: Roadmaps Enhancements where this change is documented.

Details below from: Clarity: Top-Down Planning with Roadmaps

You have the ability to sync Capacity as either Allocations or Assignments.
Syncing Allocations enables the roadmap owner to understand the total capacity planned for a roadmap.
Syncing Assignments enables the roadmap owner to understand the total capacity committed and the remaining capacity for a roadmap.
If you select Assignments, Capacity values derived are ETC + Actuals.
If you select Allocations, Capacity values derived are Allocations.
Clearing the Capacity checkbox disables Assignments & Allocations options. By default Allocations option is selected.

Screen shot below of where you can select how capacity is calculated:

For 15.6.1 and lower

The Capacity field for a roadmap item imported from an investment is calculated based on the number of hours the resource is allocated to the project during the time period of the roadmap. This value cannot be changed for a roadmap item imported from a Clarity project.

Example: If the Roadmap Start Period is Jan 1, 2019-Dec 31, 2019 (1 year duration), and the resource is allocated to the project at 100% for August 1, 2019 through August 31, 2019, then when the project is imported into the Roadmap, the Capacity will be imported as 176. 

Note: Any allocation for a team member that is outside the duration of the Roadmap is not included in the Capacity for the Roadmap Item. 

Roadmap items created manually in a roadmap

This value is entered manually within the roadmap. 

Additional Information

• If you are reviewing the Capacity Totals field see the following known defect fixed in 15.9.3 that happens if no Capacity is selected in Per Period Metrics, and Total Columns is set to Sum of Periods: Roadmap Operating and Capital cost totals include entire project
• If you are seeing unexpected amounts, see also the following known defect: Roadmaps: Unable to change total capital or total operating cost in Grid view
• See also: Roadmap known issues - master KB