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    Home New York IT Business Management IT Business Management Project Portfolio Management Resource Management Resource plans Request extension of an allocated resource plan

    Request extension of an allocated resource plan

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    Request extension of an allocated resource plan

    As a project manager, you can request extension of an allocated resource plan.

    Before you begin

    Role required: it_project_manager, resource_user

    About this task

    Assume that resources were allocated for a project that is now delayed by a month. In case, there is a resource requirement for this additional month, as a project manager, you can raise a request for resources. This option is available only when the resource plan is in Allocated state.

    Procedure

    1. Navigate to Resource > Resource Plans > All.
    2. Open a resource plan.
    3. Click Request Extension.
    4. On the Request Extension window, fill in the fields.
      OptionDescription
      Extend until Date until which you want to extend the resource plan and request for resources.
      Notes Additional correspondence and information about the resource plan that the project manager wants to communicate with the resource manager.

      You can also request extension of the resource plan from the Allocation Workbench.

    Result

    The end date of the resource plan is updated and the Extension field is set to Requested.

    What to do next

    See Allocate resources for the extended period.
    Related tasks
    • Create a resource plan
    • Create an operational resource plan
    • Request resources
    • Confirm a resource plan
    • Confirm and allocate 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
    • 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

      Request extension of an allocated 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

      Request extension of an allocated resource plan

      As a project manager, you can request extension of an allocated resource plan.

      Before you begin

      Role required: it_project_manager, resource_user

      About this task

      Assume that resources were allocated for a project that is now delayed by a month. In case, there is a resource requirement for this additional month, as a project manager, you can raise a request for resources. This option is available only when the resource plan is in Allocated state.

      Procedure

      1. Navigate to Resource > Resource Plans > All.
      2. Open a resource plan.
      3. Click Request Extension.
      4. On the Request Extension window, fill in the fields.
        OptionDescription
        Extend until Date until which you want to extend the resource plan and request for resources.
        Notes Additional correspondence and information about the resource plan that the project manager wants to communicate with the resource manager.

        You can also request extension of the resource plan from the Allocation Workbench.

      Result

      The end date of the resource plan is updated and the Extension field is set to Requested.

      What to do next

      See Allocate resources for the extended period.
      Related tasks
      • Create a resource plan
      • Create an operational resource plan
      • Request resources
      • Confirm a resource plan
      • Confirm and allocate 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
      • 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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