---
title: Use Capacity Planning in Portfolio Planning
description: View and analyze the resource capacity for your portfolio to plan and re-forecast the resource assignments.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/using-cap-planning-screen-pp.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use Capacity Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Use Capacity Planning in Portfolio Planning

View and analyze the resource capacity for your portfolio to plan and re-forecast the resource assignments.

## Before you begin

Generate resource capacity using [Generate resource capacity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/manage-rsrc-cap-pp.md).

Role required: sn\_align\_ws.spw\_capacity\_user

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace**.

2.  Select a plan from Portfolio Plans.

3.  Select **Planning** > **Capacity Planning**.

4.  Define a resource criteria by selecting a primary attribute from the list.

    If you select Group, all the available groups from the resource assignments of the prioritized planning items are automatically displayed in the Auto-select option. You can add or remove the suggestions to view the resource capacity using the Manual-select option.

    **Tip:** You can always redefine and change the resource criteria to view custom results using the **Resource criteria** \(\[Omitted image "cp-resource-criteria-button.png"\] Alt text: Resource criteria button.\) button.

    \[Omitted image "cp-select-resource-criteria.png"\] Alt text: Resource criteria screen in Capacity Planning.

5.  Select **Submit**.

    \[Omitted image "cp-capacity-planning-screen.png"\] Alt text: Capacity planning screen.


## Result

The Capacity Planning screen for resource capacity allocation for the selected workforce criteria is displayed. Based on the workforce criteria selection, the resource capacity is nested by Group, Skill, and Role.