Skip to main content
Question

Adjusting a Resource’s Capacity with an Effective Date

  • January 29, 2025
  • 1 reply
  • 31 views

What’s the best approach, if any, to set an effective date for a new capacity so that future tasks reflect the updated capacity, while past assignments and capacity remain unchanged? We pull capacity reports and are transitioning a full-time employee to part-time. When we update the capacity in the and dates in their calendar, it ends up affecting the capacity for past dates as well.

This topic has been closed for replies.

1 reply

Forum|alt.badge.img+2
  • Planview Falcons
  • May 21, 2025

Hello ​@Hwilson,
Enable the Enhanced Capacity Management functionality in AdaptiveWork Labs (Settings > Global Settings > AdaptiveWork Labs > check 17.3), which allows you to create separate capacity records with specific Effective From/To dates, ensuring future tasks reflect updated capacity while preserving historical data.