--- title: "Configure Capacity Record" slug: "configure-capacity-record" updated: 2025-12-23T11:53:41Z published: 2025-12-23T11:58:45Z canonical: "help.symphonysummitai.com/configure-capacity-record" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Capacity Record The **Capacity Record** in the **Service Quality module** is used to track, evaluate, and plan for situations where current service capacity may be insufficient or needs adjustment due to changes in demand, performance issues, or planned business initiatives. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/New Capacity Record.png?sv=2026-02-06&spr=https&st=2026-10-27T01%3A43%3A07Z&se=2026-10-27T02%3A43%3A07Z&sr=c&sp=r&sig=rV2DvBvoVI5MsLaA8w0Y8tlsiVuT2GqjHRXZqs6eQZI%3D)Figure: New Capacity Record For more information, refer to the following Field Description. | Field | Description | | --- | --- | | Department | Select **Department**, this is the business unit or organizational division where the capacity issue originates or is experienced. | | Workgroup | Select **Workgroup**, This is the internal technical or functional team responsible for analyzing or addressing the capacity concern. | | Log Time | Displays the Log Time as when the Capacity Record was logged. | | Status | Select **Status** from the dropdown list. Represents the current progress or stage of the capacity record. The Status include New, Assigned, In-Progress, Pending, Resolved, Closed, Cancelled. | | Description | Enter **Description** about the Capacity Record, This is a brief summary of the capacity issue, typically used to quickly identify the case. | | Impact | Enter **Impact**, describes the perceived or observed effect of the capacity issue on services or operations. Examples: “Report generation delayed by 10 minutes”, “High latency during business hours”. | Business ScenariosRelationship The **Business Scenarios** section in a **Capacity Record** configuration under the **Service Quality** module is designed to capture the business-driven context behind a capacity issue or performance-related observation. It aligns technical capacity planning with organizational objectives, ensuring that any proposed adjustments are not only technically sound but also strategically justified. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Business Scenarios.png?sv=2026-02-06&spr=https&st=2026-10-27T01%3A43%3A07Z&se=2026-10-27T02%3A43%3A07Z&sr=c&sp=r&sig=rV2DvBvoVI5MsLaA8w0Y8tlsiVuT2GqjHRXZqs6eQZI%3D)Figure: Business Scenarios For more information, refer to the following Field Description: | Field | Description | | --- | --- | | Service Impact | Enter Service Impact, these are the details of how the business service is being affected (example: degraded speed, failures). | | Resource Capacity Impact | Enter Resource Capacity Impact, this captures technical impact details that help infrastructure and operations teams understand the severity, scope, and specific nature of the performance degradation or resource constraint. Examples: - Database server CPU usage consistently exceeds 90% during peak hours. - SAN storage latency is increasing due to high IOPS demand - Network throughput maxed out on uplink during backup windows. | | Business Proposal | Select **Business Proposal** from the dropdown, this indicates the urgency and strategic nature of the proposed capacity adjustment. Following are the dropdown options: - **Short Term** – Immediate or temporary fix - **Medium Term** – Planned improvement in the near future - **Long Term** – Strategic, often tied to business expansion or IT roadmap | | Affected Services | Enter the Affected Service(s), list the IT or business services impacted by the current or forecasted capacity issue. Example*:* “Payroll Processing, Inventory Management, Reporting Service” | | Business Volume | Enter **Business Volume**, represents the scale of business activity driving the capacity need. Example: 1200 concurrent users | | Service Name | Enter **Service Name**, this is the name of the specific business service affected by the capacity issue. | | Incharge of Service | The person or role responsible for the overall functioning of the service. Typically the Service Owner or Service Manager. | | Incharge of adjust Capacities / Performance | Enter the Incharge person or team responsible for implementing performance improvements or resource scaling. Example: “Infrastructure Team Lead”, “Database Admin” | | Reason for Business measure | Enter reason for Business measure, this describes the business justification or trigger behind the capacity-related request. | | Business Case | Enter **Business Case**, provides a concise justification for why this capacity adjustment is necessary, focusing on benefits, risks, and ROI. | | Affected Infrastructure Components | Enter Infrastructure Components, list the specific technical components under strain or requiring upgrades (example: servers, databases, links, storage). Example: “AppServer01, DBCluster02, Load Balancer” | | Activities to be carried out | Enter the activities to be carried out, this describes the planned actions or interventions needed to resolve the issue or adjust capacity. Example: “Add 2 web servers, increase VM memory, optimize database indexes” | > [!NOTE] > Note > > You will be able to relate the Capacity Record in the the Relationship tab after you create the Record. The **Relationship tab** in a Capacity Record allows users to **link or delink Portfolio Management items** that are related to the capacity issue, proposal, or planning effort. This establishes a traceable connection between capacity planning and strategic initiatives or projected changes captured in Portfolio Management (such as new projects, programs, or IT investments). Once you create the Capacity Record, click **Relationship** tab to Link or Delink. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Relaionship.png?sv=2026-02-06&spr=https&st=2026-10-27T01%3A43%3A07Z&se=2026-10-27T02%3A43%3A07Z&sr=c&sp=r&sig=rV2DvBvoVI5MsLaA8w0Y8tlsiVuT2GqjHRXZqs6eQZI%3D)Figure: Capacity Record Relationship **Link** You will be able to view the a new window to link **Portfolio Management Item**(s) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/link PMI.png?sv=2026-02-06&spr=https&st=2026-10-27T01%3A43%3A07Z&se=2026-10-27T02%3A43%3A07Z&sr=c&sp=r&sig=rV2DvBvoVI5MsLaA8w0Y8tlsiVuT2GqjHRXZqs6eQZI%3D)Figure: Link Portfolio Management Item(s) For more information, refer to the following Field Description: | Field | Description | | --- | --- | | From Date | Select **From Date**, this is the **start date** from which the relationship between the Capacity Record and the Portfolio Item is valid or applicable. | | To Date | Select End Date, this is the **end date** until which the relationship is valid. It defines the duration or relevance of the link. | | Portfolio Record ID | Enter the Portfolio Record ID, The **unique identifier** of the Portfolio item to be linked. This ID corresponds to a project, demand, or initiative in the Portfolio Management module. | Search, add the Item and click **Submit** to successfully add the Item to the Linked list. **Delink** To Delink an item from the list, select the Portfolio Item and click **Delink.** The Item will be delinked successfully. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Portfolio(1).png?sv=2026-02-06&spr=https&st=2026-10-27T01%3A43%3A07Z&se=2026-10-27T02%3A43%3A07Z&sr=c&sp=r&sig=rV2DvBvoVI5MsLaA8w0Y8tlsiVuT2GqjHRXZqs6eQZI%3D)Figure: De-Link Click **Submit** to complete the Process.