Contents IT Business Management Previous Topic Next Topic Confirm and allocate a resource plan ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Confirm and allocate a resource plan After the resource plan is requested, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state. Before you beginRole required: resource_manager About this task A resource manager can modify or cancel a resource plan that is in the Allocated state. Note: You can also confirm and allocate resource plans from the resource workbench. Procedure Navigate to Resource > Resource Plans > Requested. Open the resource plan (Requested) that you want to confirm and allocate, and click Confirm and Allocate. ResultThe resource plan moves directly to the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state. Related TasksCreate a resource planCreate an operational resource planRequest resourcesConfirm a resource planRequest a change to a resource planUpdate cost plan related to a resource planClose a resource planCancel a resource planDelete a resource planExtend a resource planRequest extension of an allocated resource planAllocate resources for the extended periodAssociate a time card with a resource planRelated ConceptsTime zones in resource plans On this page Send Feedback Previous Topic Next Topic
Confirm and allocate a resource plan After the resource plan is requested, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state. Before you beginRole required: resource_manager About this task A resource manager can modify or cancel a resource plan that is in the Allocated state. Note: You can also confirm and allocate resource plans from the resource workbench. Procedure Navigate to Resource > Resource Plans > Requested. Open the resource plan (Requested) that you want to confirm and allocate, and click Confirm and Allocate. ResultThe resource plan moves directly to the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state. Related TasksCreate a resource planCreate an operational resource planRequest resourcesConfirm a resource planRequest a change to a resource planUpdate cost plan related to a resource planClose a resource planCancel a resource planDelete a resource planExtend a resource planRequest extension of an allocated resource planAllocate resources for the extended periodAssociate a time card with a resource planRelated ConceptsTime zones in resource plans
Confirm and allocate a resource plan After the resource plan is requested, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state. Before you beginRole required: resource_manager About this task A resource manager can modify or cancel a resource plan that is in the Allocated state. Note: You can also confirm and allocate resource plans from the resource workbench. Procedure Navigate to Resource > Resource Plans > Requested. Open the resource plan (Requested) that you want to confirm and allocate, and click Confirm and Allocate. ResultThe resource plan moves directly to the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state. Related TasksCreate a resource planCreate an operational resource planRequest resourcesConfirm a resource planRequest a change to a resource planUpdate cost plan related to a resource planClose a resource planCancel a resource planDelete a resource planExtend a resource planRequest extension of an allocated resource planAllocate resources for the extended periodAssociate a time card with a resource planRelated ConceptsTime zones in resource plans
