Cancel a resource plan

A resource manager can cancel a resource plan if it is no longer needed.

Before you begin

Role required: resource_manager

About this task

The resource plan must be in the Confirmed or Allocated state to be canceled. When the plan is canceled, all allocations and events that take place in the future are also canceled. You can edit a canceled plan if you want to make changes and use it again. If there are any past allocations in the canceled plan, the plan cannot be edited or reused again.

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

Procedure

  1. Navigate to Resources > Resource Plans.
  2. Open the resource plan (Confirmed or Allocated) that you want to cancel.
  3. Click Cancel on the form header.

Result

The resource plan moves into the Cancelled state.

What to do next

You can make necessary changes if you want to use the plan again. Click Re-plan to bring the resource plan back to the Planning state.