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 begin

Role required: resource_manager

About this task

A resource manager can modify or cancel a resource plan that is in the Allocated state.

If the resource type in a resource plan is a group, you can request resources only if that group has active members

Note: You can also confirm and allocate resource plans from the Allocation 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.

Result

The 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.

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Confirm and allocate a resource plan

Confirm and allocate a resource plan

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Confirm and allocate a resource plan

Confirm and allocate a resource plan

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