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All About the Capacity Line in Project Web App

I had an interesting discussion with a colleague recently about how Project Online calculates the Capacity values for resources shown on the Capacity Planning page in Project Web App. As a result of this conversation, allow me to provide you with a brief overview of how Project Online calculates the Capacity values for each resource individually.

Capacity, by the way, represents the resource’s commitment to project work. If a resource has a Capacity of 40 hours in a week, for example, this means that the resource can work up to 40 hours on projects during that week.

So, exactly how does the system calculate the Capacity values for each resource? Simply stated, the software uses the following formula to determine each resource’s Capacity per time period:

(Max. Units x Calendar Schedule) – Company Holidays – Planned PTO

In the first part of the formula, (Max. Units x Calendar Schedule), Project Online multiples the resource’s Max. Units value by the hourly schedule shown on the resource’s enterprise calendar. If your organization uses the default schedule on the enterprise Standard calendar, the normal calendar schedule for each resource is 8 hours per day and 40 hours per week, Monday – Friday with no work scheduled on Saturday and Sunday. For example, Figure 1 shows the Capacity Planning page for a resource named Debbie Andrews, whose commitment to project work is full-time. Because her Max. Units value is 100%, notice that the Capacity for Debbie Andrews is 8 hours per day each day, Monday through Friday, and 0 hours per day on Saturday and Sunday.

Figure 1: Capacity for normal 8 hour/day schedule

 

Kevin Holthaus works half-time on the Help Desk providing second-level software support. Because of this, Kevin is committed to work only half-time on projects. The Project Online application administrator set the Max. Units value for Kevin to 50% to indicate that his commitment to project work is only half-time. Figure 2 shows the Capacity Planning page for Kevin Holthaus. Notice that the Capacity for Kevin Holthaus is only 4 hours per day each day, Monday through Friday, and 0 hours per day on Saturday and Sunday.

Figure 2: Capacity for a half-time resource

 

Marc Thomsen is a college student at the University of Washington, who works as a part-time college intern in our organization. Because Marc attends classes at the university on Monday, Wednesday, and Friday of each week, he only works in our organization on Tuesdays and Thursdays. The Project Online application administrator customized Marc’s enterprise resource calendar with only Tuesdays and Thursdays set as working days each week. During those two days, Marc is committed to work full-time on projects. Because of this, the application administrator set the Max. Units value for Marc to 100%. Figure 3 shows the Capacity Planning page for Marc Thomsen. Notice that the Capacity for Marc is 8 hours per day on only Tuesdays and Thursdays each week, and 0 hours per day for every other day of the week and on weekends.

Figure 3: Capacity for college intern

 

After calculating the initial Capacity values for each resource by multiplying the Max. Units value by the working schedule shown on the resource’s calendar, Project Online then deducts any company holidays from the resource’s Capacity value. For example, our organization recognizes Thanksgiving Day and the Friday after Thanksgiving as company holidays each year. Figure 4 shows the Capacity Planning page for Quinlyn Baker for the fourth week of November, which includes both of these company holidays. Notice that the Capacity for Quinlyn is 8 hours each day, Monday through Wednesday, and 0 hours on Thursday and Friday due to the two company holidays.

Figure 4: Capacity with two company holidays

 

After Project Online calculates the initial Capacity value for each resource and deducts company holidays, the software also deducts any planned PTO for the resource. The planned PTO can be entered as nonworking time by the resource on their Timesheet page in Project Web App, or it can be entered directly on the enterprise calendar for the resource by someone with Administrator permissions in Project Online.

Mickey Cobb is planning two weeks of vacation in Costa Rica during the week before Thanksgiving and during the week of Thanksgiving as well. In our organization, departmental admins manually enter approved PTO on the enterprise calendars of resources in their department. Figure 5 shows the Change Working Time dialog for Mickey Cobb. Notice that the dialog shows nonworking time for PTO from November 18-22 and November 25-27 (teal colored cells), plus company holidays on Thanksgiving Day, November 28, and the Friday after Thanksgiving, November 29 (gray colored cells).

Figure 5: Planned PTO in November

 

Figure 6 shows the Capacity Planning page for Mickey Cobb for the entire month of November, with the Timescale value set to Weeks. Notice that Mickey Cobb has 40 hours of Capacity each week during the first two weeks of the month, and 0 hours of Capacity during the last two weeks of the month due to her planned PTO and the two company holidays.

Figure 6: Capacity with Planned PTO in November

 

If you are a user of Project Online or Project Server, it is very helpful to understand what the Capacity value means and how the system calculates the Capacity for each resource during each time period. As you can see in this article, there is more to Capacity than meets the eye!

 

Written by Dale Howard

Dale Howard is the Director of Education for PROJILITY. He has used Microsoft Project since version 4.0 for Windows 95 and he has used the Microsoft PPM tool since the first version of released as Project Central in the year 2000. He is the co-author of 21 books on Microsoft Project, Project Server, and Project Online. He is currently one of only 28 Microsoft Project MVPs in the entire world and one of only 6 in the United States.

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  1. Nice article Dale! Thanks for taking the time to explain the unexplainable.
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  2. Mark — Long time no see. Thanks for your incredibly kind words about my article! 🙂
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  3. I have a one day task assigned to 2 resources split %50 units each. When I view the Capacity View for each employee for the day of the task, it displays the employees are both utilized the full work day. Is there anyway Project can calculate the actual hours without having to split the task in 2?
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  4. Please ignore the comment.. I forgot to Publish after making changes.

    Is there a best practices guide for Importing existing Projects into Project Online?

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  5. Azhar — I am not aware that anyone has published a best practices guide for importing projects into Project Online. However, I can make a couple of recommendations. Firstly, AVOID using the Import Projects Wizard. The tool does not work correctly and will cause you more problems than you need. Secondly, before you import an existing project, make sure the name of each resource in the project team EXACTLY MATCHES the same-named resource in the Enterprise Resource Pool. This is very important to the import process. Thirdly, to import an existing MPP project, open it, click File > Save As, and then save it in Project Online. When prompted to replace local resources in the project with enterprise resources, click the Yes to All button to do the replacement. Hope this helps. — eDale
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  6. I have project server 2019
    suddenly any recent tasks or project don’t appear in capacity planning although they reflect in resource assignment.
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  7. Classic insights!
    Another classic insight regarding an often overlooked ‘out of the box’ feature of PWA
    Thanks for the capacity lesson.
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