Capacity Plans

Capacity Plans let you model available resource capacity by role and month, compare it against aggregated demand, and identify where hiring or reallocation is needed.

Overview

Resource capacity planning bridges the gap between what a transformation program needs (demand) and what the organization can supply (capacity). ProBeya capacity plans are structured as monthly grids: for each organizational role, you specify planned headcount and available hours per month across a planning horizon. The system then compares these figures against resource demands from active projects, calculating gaps and utilization rates per role.

Getting Started

1. Navigate to PPM > Capacity Plans and click + New Plan.
2. Set the plan name, planning horizon (start and end dates), and status.
3. For each role, enter the planned headcount and available hours per month.
4. Approve the plan when ready (approved plans cannot be modified).
5. Use the Capacity vs. Demand comparison to identify gaps.
6. Review Hiring Triggers for roles with persistent shortfalls.

How It Works

Plan Lifecycle

Status	Description
Draft	Plan is being built — entries can be added or modified
Approved	Plan is locked — no further modifications allowed

Only draft plans can be updated. Once approved, the plan becomes a reference document. The approve mutation records:

• The approver's user ID (approvedById)
• The approval timestamp (approvedAt)

Attempting to modify an approved plan returns a BAD_REQUEST error.

Monthly Entries

Each entry in the capacity grid specifies:

Field	Type	Description
Plan ID	string	The parent capacity plan
Role ID	string	The organizational role (e.g., Project Manager, Data Scientist)
Month	string	The calendar month in YYYY-MM format
Planned Headcount	numeric	Number of people available in this role
Available Hours	numeric	Total hours available for the role that month
Notes	string	Optional context (e.g., "2 contractors ending in June")

Entry Management

Entries can be managed through two procedures:

• upsertEntry: Create or update a single entry. Uses conflict resolution on the (planId, roleId, month) unique constraint. If an entry already exists for that combination, it updates the headcount, hours, and notes.

• batchUpsertEntries: Upsert multiple entries at once for efficient grid population. Each entry in the batch follows the same upsert logic. This is the preferred method for populating an entire capacity grid from a spreadsheet import or template.

Capacity vs. Demand Comparison

The compareCapacityVsDemand query aggregates:

Metric	Calculation	Interpretation
Capacity hours	Sum of availableHours from capacity plan entries per role	What the organization can supply
Demand hours	Sum of demandHours from resource demand records across active projects	What projects need
Gap	Capacity minus demand	Positive = surplus, negative = shortfall
Utilization %	(Demand / Capacity) × 100	How fully utilized each role is

Results can be filtered by date range (defaults to the plan's full horizon) and are broken down per role with role name and code included.

The response shape:

{
  planId: string;
  startDate: string;
  endDate: string;
  comparison: Array<{
    roleId: string;
    roleName: string;
    capacityHours: number;
    demandHours: number;
    gapHours: number;
    utilizationPct: number;
  }>;
}

Hiring Triggers

The getHiringTriggers query automatically identifies roles where demand exceeds capacity for three or more consecutive months. These are flagged as hiring triggers with:

Field	Description
roleId	The under-resourced role
roleName	Human-readable role name
deficitMonths	Number of months with demand exceeding capacity
totalDeficitHours	Cumulative deficit across the deficit period
recommendation	Suggested action ("Consider hiring to close capacity gap")

The analysis works by:

1. Fetching all capacity plan entries with their role information
2. Aggregating resource demands for the plan's horizon period
3. Computing a monthly demand share per role (total demand / number of months)
4. Identifying roles where the monthly demand exceeds monthly capacity
5. Filtering for roles with three or more deficit months

This feeds directly into the Hiring Plans module, where the autoGenerate feature can create requisitions for all triggered roles in a single action.

Plan Details View

The getById query returns a single capacity plan with all its entries. Entries are joined to the role definitions table to include role name and code, and are ordered by role ID then month for consistent grid rendering.

Configuration

• Planning horizon — defined per plan via start and end dates
• Roles — managed in the organization's role definitions
• Demand sources — automatically aggregated from project resource demand records
• Hiring trigger threshold — fixed at 3 consecutive months (not currently configurable)

Permissions

Action	Required Role
View capacity plans	Any member
Create or update draft plans	Editor or Admin
Approve a plan	Admin
Delete a plan	Admin
Run comparison reports	Any member
View hiring triggers	Any member

API Reference

Procedure	Type	Description
ppmCapacityPlans.create	Mutation	Create a new capacity plan
ppmCapacityPlans.update	Mutation	Update plan metadata (draft only)
ppmCapacityPlans.delete	Mutation	Delete a plan and cascade entries
ppmCapacityPlans.list	Query	List plans with optional status filter
ppmCapacityPlans.getById	Query	Get plan with all entries and role info
ppmCapacityPlans.upsertEntry	Mutation	Create or update a single capacity entry
ppmCapacityPlans.batchUpsertEntries	Mutation	Upsert multiple entries at once
ppmCapacityPlans.approve	Mutation	Move plan from draft to approved
ppmCapacityPlans.compareCapacityVsDemand	Query	Capacity vs demand comparison by role
ppmCapacityPlans.getHiringTriggers	Query	Roles with 3+ months of demand exceeding capacity

Tips & Best Practices

提示

Create one capacity plan per fiscal quarter rather than a single annual plan. Quarterly plans are easier to maintain and approve, and they encourage regular review of resource assumptions as project landscapes evolve.

提示

Pay close attention to hiring triggers. A three-month consecutive shortfall for a given role is a strong signal that organic capacity adjustments will not suffice and a formal hiring process should begin.

提示

Use the batch upsert feature when populating a new plan from a spreadsheet. It is significantly more efficient than individual entry creation and reduces the number of API round trips.

Related Features

• Hiring Plans — Create requisitions from capacity gap triggers
• Resource Reports — Utilization and demand forecast reports
• Schedules — Resource demands originate from schedule assignments
• Budgets & Costs — Capacity decisions impact labor cost forecasts