Next, we need to add a formula field that pulls the ID of the related Project Charter on to the Resource Request record. This is done so the our Visual Workflow only updates Resource Requests that are related to the applicable Project Charter.
With Resource Requests created on our Project Charter and a workflow built, it’s time to test the process by toggling the Show in Capacity button on our Project Charter.
In Resource Capacity we can see the capacity of our Developer work type without taking into account the pending projects found on our Project Charter:
Now we have the flexibility to evaluate the impact of each potential project before deciding to take on the work. This can be used to compare multiple projects that are in the pre-planning stage in order to decide which projects to take on, or it can be used throughout the year to schedule projects when there’s enough capacity to take on the work.