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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 Request a change to a resource plan

    Request a change to a resource plan

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    Request a change to a resource plan

    To modify a resource plan after you have submitted it for review, request change to the plan.

    Before you begin

    Role required: resource_user

    About this task

    You can modify only resource plans that are in the Requested or Confirmed state. To modify the form fields of the plan, you first need to request a change to the resource plan. However, you can adjust the requested allocations directly on the plan without requesting for a change. These adjustments are rolled-up to the resource plan.

    Procedure

    1. Navigate to Resource > Resource Plans > All.
    2. Open a resource plan that is in the Requested or Confirmed.
    3. Click Request Change.

      You can also request change from the Allocation Workbench.

    Result

    The resource plan moves back to the Planning state and has the form fields enabled for modification.
    Related tasks
    • Create a resource plan
    • Create an operational resource plan
    • Request resources
    • Confirm a resource plan
    • Confirm and allocate 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

      Request a change to 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

      Request a change to a resource plan

      To modify a resource plan after you have submitted it for review, request change to the plan.

      Before you begin

      Role required: resource_user

      About this task

      You can modify only resource plans that are in the Requested or Confirmed state. To modify the form fields of the plan, you first need to request a change to the resource plan. However, you can adjust the requested allocations directly on the plan without requesting for a change. These adjustments are rolled-up to the resource plan.

      Procedure

      1. Navigate to Resource > Resource Plans > All.
      2. Open a resource plan that is in the Requested or Confirmed.
      3. Click Request Change.

        You can also request change from the Allocation Workbench.

      Result

      The resource plan moves back to the Planning state and has the form fields enabled for modification.
      Related tasks
      • Create a resource plan
      • Create an operational resource plan
      • Request resources
      • Confirm a resource plan
      • Confirm and allocate 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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