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Portfolio and role capacity

Question asked by ma12 on Nov 17, 2015
Latest reply on Nov 18, 2015 by urmas

Hello All,

 

I am trying to figure out how Portfolio and roles work. The way we are planning to use portfolio

 

Steps

1. Create multiple portfolios based on the business area.

2. Allocate Roles to the portfolio

 

When the above is done expectation is

 

1. Two new portfolios Portfolio 1 and Portfolio 2 is created

2. Portfolio 1 roles are assigned.

3. In  Portfoilo 2  roles are assigned, it only shows the available roles based on their allocation.

 

The capacity will would reflect in portfolio 2.

 

When the above is done what is happening.

 

1. when portfolios created the capacity change on roles are not reflected.

 

2. How to select a role based on the skill?

 

I was not able to find any documents explaining about it.

 

Appreciate all help.

 

Thanks,

Manjusha

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