Request a change to a resource plan

If a resource requester needs to modify a plan after submitting it for review, the requester can ask for a change to the plan.

About this task

Only plans in the Requested state can be changed. Plans that are already in the Allocated state can only be cancelled or modified by the resource manager.

Procedure

  1. Navigate to Resource Management > Resource Plans.
  2. Open the plan in the Requested state that you want to request a change for.
  3. Click Request Change.
    The resource plan moves back to the Planning state.
  4. Edit the plan.
  5. Do one of the following:
    • Right-click the header bar and select Save to save the changes.
    • Click Update to save the changes and request review.