You can extend the date of an allocated resource plan and allocate resources for the
extended period.
Role required: resource_manager
Assume that work on a project has started, but there is a need to extend the
date of an allocated resource plan because the project has been extended. In this
scenario, you can extend the date of the allocated resource plan. The new date by
which the resource plan is extended does not have any impact on the existing
allocated hours. While extending the resource plan, you can specify the new end date
and the request type. Based on the request type selected, the required allocated
hours are auto-filled.
For example, assume that you allocated 100 hours for 2
months, 50 hours for each month. Now, you want to extend the resource plan by one month.
For the extended month, allocation records are created based on the request type
selected.
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Navigate to .
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Open a resource plan.
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Click Extend Resource Plan.
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In the Extend resource plan dialog box, fill in the following fields:
Field |
Description |
New end date |
Date until which you want to extend the resource
plan. |
Request type |
Type of request. Options include: FTE, Person Days, or
Hours. |
FTE or Person Days or Hours |
Number of units to request resources. The field appears
when you select one of the options in the
Request type field. Based on
the selected request type, specify the unit. For
more information, see Request type. |
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Click OK.
- The end date of the resource plan is updated.
- The Extension field displays the state as Allocated.
- For the extended period, allocation records are created based on the request
type selected.
- Number of requested FTE or hours or person days is divided equally for each
allocation period and is pre-filled in each allocation record.
- Extending the resource plan invokes the rate model for getting the hourly
rates.