Quickstart Guide

Overview

This document helps you get started with Capacity Planner. It provides you with a list of basic steps to take in order to get the most out of your projects, Baseline View, and scenarios.

Intended audience

This topic is intended for users who already have a Capacity Planner project set up with their organisation, and want to get familiar with using the product features.

Understand your use case

In order get the most of Capacity Planner, you need to understand the data you want to capture and visualise that add value to your organisation.

To help you start, see a few example use cases in Use Case Scenarios. that may apply to your situation. You can use these example scenarios as a starting point for ideas on how to configure your own scenario models in Capacity Planner.

Understand basic concepts

The Capacity Planner UI follows a set of terminology that you need to understand to make it easier for you to navigate through all its features as well as the documentation.

To get familiarised with the main concepts, see Basic Concepts.

Select a project

The first thing that you need to do when you start working with Capacity Planner is to select a project to work with.

The first screen that you see when you log in to Capacity Planner is the welcome screen. These are the actions you can take on this screen:

  • Select the project that you want to work with.
  • Check project configuration.
    For more information, see Project setup.
  • Check your user account settings in the top menu bar.

Project home screen

Once you select a project that you want to be working with, a project home screen opens. Here, you can see three accordions:

  • Reporting
  • Baseline View
  • Forward Thinking

Click the accordion to see available options.

In some cases, you may have more accordions, for example, to present customised specially developed dashboards. These are enabled as part of your engagement with ITRS.

Get oriented with the interface

When you first open a Baseline View or Forward Thinking scenario model, we recommend that you explore and familiarise yourself with the interface. This will make it easier for you to navigate Capacity Planner and understand this documentation.

For more information, see Application Interface.

View your baseline

Baselines are presented through Baseline View. A Baseline View is a statistical demand view of your infrastructure, summarising utilisation of resources over a period of time. The default view is always available and typically presents a summary of 84 days of data. The view is also where you can look at growth trends and headroom for growth. The primary visualisation in the Baseline View is called the sunburst. Each element of the sunburst represents a component part of your current infrastructure.

Baseline View is the basis for your future Forward Thinking scenario models.

For more information, see Baseline View Overview.

Create a Forward Thinking scenario

Once you have your Baseline View, you can start simulating changes to your baseline data and instantly see the outcomes. Using Forward Thinking, you can schedule and plan different stages of a scenario so that you can see the impact of changes over an extended period of time.

For more information, see Forward Thinking Overview.

Plan future actions with scenario reports

Once your Forward Thinking scenario model is ready and covers all the areas, you can export it in an easy-to-share report format that you can use to support investment decisions and communication with other stakeholders across the business.

For more information, see Scenario Reports.

Create advanced reports

You can also run advanced reports that allow you to summarise utilisation over any time period, analyse relationships between metrics, check for high or low levels of server activity or view detailed storage reports to identify storage waste across the environment. This is done using the advanced reporting feature of Capacity Planner.

Reports are available from the Reporting accordion on the Capacity Planner project home screen.

For more information, see Using Advanced Reports.