Skip to main content
Question

Giving executive leaders access to capacity planning without making them resource managers in the system?

  • June 8, 2025
  • 2 replies
  • 61 views

sourav2510
Planview Falcons
Forum|alt.badge.img

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

This topic has been closed for replies.

2 replies

Forum|alt.badge.img+2
  • Planview Falcons
  • June 20, 2025

Hey ​@sourav2510 ,
 

If you want to give executive leaders visibility into Capacity Planning without assigning them the Resource Manager role, a good option is to share a read-only widget. This lets them view the relevant data without being able to make any changes. You can either embed the widget in a dashboard or simply share it via a link—whichever works best.

It’s a simple way to keep them informed while still keeping access controls in place.


sourav2510
Planview Falcons
Forum|alt.badge.img
  • Author
  • Planview Falcons
  • June 20, 2025

Yes, I recently came across that as well. I was just exploring if there might be an alternative, but this seems to be sufficient. Appreciate your response, Archana!