Resource management process

The resource plan is the key to understanding how resource management works.

Any user with the resource_user role can be a resource requester and create a resource plan. Project managers are used as resource requesters in many examples because they typically have the resource_user role. A resource requester creates a resource plan to request user or group resources for tasks. Any type of task, such as a change request, a task in the Agile scrum process, or a project task can be added to a resource plan. After a resource plan is submitted, a resource manager reviews the plan, confirms the resources and finally allocates resources for the plan. If all parties agree, the resources begin work.