The Tentative Toggle (the Toggle) lets you include or exclude all workload added to tentative projects when calculating availability or utilization in the People Planner, in the Charts and all relevant metrics in Reports:
When turned on, the workload of all tentative projects is included when calculating the availability/ utilization on the People Planner. The tentative projects are also visible on the Project Planner and Reports
When turned off, the availability/utilization displayed in the People Planner will only factor in the workload added to confirmed projects. The tentative projects are hidden on the Project Planner and Reports
⚡ Pro Tip: We recommend keeping the Toggle on most of the time, so all tentative projects are visible in the Project Planner. Turn the Toggle off only when you just want to focus on the confirmed projects. By default, the Toggle is turned off for all users.
View the capacity impact of all tentative projects
From the People Planner
In the example below, when the Toggle is turned on, the Design Team are less available as the workload in the tentative project is included in the availability calculation:
Under the Utilization display mode, you can quickly see how the tentative projects are driving utilization per team or per role:
From Charts on the Project Planner
When you turn on the Chart and the Toggle, all tentative projects' workload will be included in the Chart's calculation:
Changing your tentative project plans in the Project Planner with Chart turned on lets you view changes in workload vs. capacity in real time.
Learn more about how to use Charts.
From Reports
You can turn on all tentative projects to see how the metrics are affected in Reports:
For example, turn on the Toggle to see how this affects the forecast utilization %:
