Follow these steps to complete a Capacity Planner engagement:

1. Determine the amount of time for which the Capacity Planner engagement should run based on the business cycle
2. Choose the type of Capacity Planner assessment to be run: a Consolidation Estimate (CE) or a Capacity Assessment (CA)
3. Deploy the Capacity Planner collector in the environment to be assessed
4. Verify whether the collector is collecting performance metrics for the systems to be analyzed
5. Collect metrics for the duration of the business cycle
6. Generate Capacity Planner reports