If you wish to check if your forecasted capacity can meet your confirmed and tentative workload to ensure resourcing stays aligned with demand, or identify any potential capacity deficit, you can use this report.
In a table format or have a long time period, use the Capacity Forecast by Role preset people report.
From the top menu bar > click Reports
Click Capacity Forecast by Role
By default, the Tentative Toggle is turned on, meaning all tentative projects' workloads are included.
For each Role, compare the Scheduled Total and Effective Capacity
If the Scheduled Total is greater than the Effective Capacity, that means you don't have enough capacity to do the scheduled work
If the Scheduled Total is less than the Effective Capacity, that means you have enough capacity to do the scheduled work in that Role
For the roles where the Scheduled Total is greater than the Effective Capacity, click on the Role name to view the breakdown by Person and Placeholder
For Person, again, compare the Scheduled Total and the Effective Capacity.
If the Scheduled Total is greater than the Effective Capacity, this means you may need to hire people
If the Scheduled Total is less than the Effective Capacity (marked in pink in the screenshot below), this means that your people still have capacity, and scheduled hours added to placeholders (marked in green in the screenshot below) need to be transferred to people first before determining how many FTEs to hire
