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Status Future consideration
Categories Capacity planning
Created by Evan Hollohan
Created on Feb 15, 2024

Allow capacity estimates as primary record in list and pivot reports

Who would benefit?

Users of capacity planning for teams

What impact would it make?

Using capacity estimates as the primary record on list and pivot reports would allow users to filter by fields on the Team record.

How should it work?

I would like to filter by custom fields on the "Team" record in capacity planning for teams.

Example: on a capacity plan pivot report which shows team and headcount by initiative, if I have a custom field on the Teams record called "Team Status" with options "New" and "Existing", I would like to apply this this filter and view all initiatives that
"New" teams are schedule on.

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