Confirm and allocate a resource plan

After the resource plan is requested, resource managers can directly allocate the resources.

Before you begin

Role required: resource_manager

About this task

The resource plan must be in the Requested state to be confirmed and allocated. A resource manager can modify or cancel a resource plan which is in the Allocated state.

Note: You can also perform this task from the resource workbench.

Procedure

  1. Navigate to Resource > Resource Plans.
  2. Open the resource plan (Requested) that you want to confirm and allocate.
  3. Click Confirm and Allocate on the form header.

Result

The resource plan moves directly into the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state.