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 or Confirmed state can be changed by the resource user. Plans that are already in the Allocated state can only be canceled or modified by the resource manager.

Procedure

  1. Navigate to Resource > Resource Plans.
  2. Open the plan (Requested or Confirmed 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 options:
    • Right-click the header bar and select Save to save the changes.
    • Click Update to save the changes and request review.