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    • IT Business Management
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    Home New York IT Business Management IT Business Management Project Portfolio Management Resource Management Resource plans Confirm and allocate a resource plan

    Confirm and allocate a resource plan

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    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

    1. Navigate to Resource > Resource Plans > Requested.
    2. 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.
    Related tasks
    • Create a resource plan
    • Create an operational resource plan
    • Request resources
    • Confirm a resource plan
    • Request a change to a resource plan
    • Recalculate costs of a resource plan of a project or demand
    • Update cost plan related to a resource plan
    • Complete a resource plan
    • Cancel a resource plan
    • Delete a resource plan
    • Extend a resource plan
    • Request extension of an allocated resource plan
    • Allocate resources for the extended period
    • Associate a time card with a resource plan
    Related concepts
    • Time zones in resource plans

    Tags:

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    Release version
    Choose your release version

      Confirm and allocate a resource plan

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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

      1. Navigate to Resource > Resource Plans > Requested.
      2. 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.
      Related tasks
      • Create a resource plan
      • Create an operational resource plan
      • Request resources
      • Confirm a resource plan
      • Request a change to a resource plan
      • Recalculate costs of a resource plan of a project or demand
      • Update cost plan related to a resource plan
      • Complete a resource plan
      • Cancel a resource plan
      • Delete a resource plan
      • Extend a resource plan
      • Request extension of an allocated resource plan
      • Allocate resources for the extended period
      • Associate a time card with a resource plan
      Related concepts
      • Time zones in resource plans

      Tags:

      Feedback

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