User Capacity

First-off this is not an out-of-the-box feature in PI, if you want to use it we will have to turn it on for your instance (at no cost). If you have Users that are contracted for only a specific amount of time, PI can track future (forecasted) Resource availability.

Step 1

• Confirm with our Accounts team to turn on the feature
• Navigate to the Add-on section
• Install the Add-on

Step 2

• Set individual User Capacities
• Under Admin > Users > User Capacity

Step 3

• Assign the User Work Items
• View their availability on Resource Allocation Report
• When the resource allocation report covers ranges outside of the dates specified, the user capacity will be 0 hours
• Bill is only "available" during those dates, and his capacity will be calculated normally according to his profile setting

• In the example above, Bill was give a capacity of only 12/2/2019 - 12/6/2019
• On the "Getting Started" project he was assigned work every day that week AND on 12/9/2019
• 12/9/2019 is outside the User Capacity, so it appears in red, over-allocated