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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Resource Management Resource plans Complete a resource plan

    Complete a resource plan

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    Complete a resource plan

    After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.

    Before you begin

    The resource plan to be completed must be in the Allocated state.

    Role required: resource_manager

    About this task

    Project and demand managers can complete resource plans from a project, project task, planning console, or demand.
    Note: You can also complete and close a resource plan from the Allocation Workbench.

    Procedure

    1. Navigate to Resource > Resource Plans > Allocated.
    2. Open the resource plan that you want to complete.
    3. Verify all the information on the form.
      Note: The Actual Hours and Actual Cost fields show the time spent on plan tasks and the resource costs. These fields are derived from time card information and cannot be edited on the resource plan.
    4. (Optional) Add notes.
    5. Click Complete.
    6. In the Confirm dialog box, select the completion date of the resource plan and click Yes.

      By default, the system date or resource plan end date, whichever is earlier, is populated in Completion Date.

      Note: The Completion Date cannot be earlier than the resource plan start date.

    Result

    • The resource plan moves to the Completed state.
    • If the completion date is earlier than the resource plan end date, the end date of the resource plan is updated with the completion date. If the completion date was entered later than the resource plan end date, the resource plan end date is retained.
    • All the requested and resource allocations for the resource plan post the completion date are deleted. If there are any actual hours logged against an allocation, that allocation record is not deleted. But the allocated hours become zero and the actual hours are retained. The available and allocated hours for the resources are also updated in the aggregate tables.

    Example

    Example 1: A resource plan of Allocation type Monthly from 1 November to 31 January is completed on 15 December. On completion,
    • the resource allocation entry for January is deleted in [Resource_Allocation] table.
    • the resource allocation end date for December is updated to the completion date of the resource plan.
    • the entries in [Resource_Allocation_Daily] table for December post the completion date are deleted.

    Example 2: If the same resource plan has Allocation type as Planned Duration, no allocations are deleted, and the end date of the allocation is updated to the completion date.

    • Complete a resource plan from a project, planning console, or demand record

      If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand.

    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
    • 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
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      Complete 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

      Complete a resource plan

      After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.

      Before you begin

      The resource plan to be completed must be in the Allocated state.

      Role required: resource_manager

      About this task

      Project and demand managers can complete resource plans from a project, project task, planning console, or demand.
      Note: You can also complete and close a resource plan from the Allocation Workbench.

      Procedure

      1. Navigate to Resource > Resource Plans > Allocated.
      2. Open the resource plan that you want to complete.
      3. Verify all the information on the form.
        Note: The Actual Hours and Actual Cost fields show the time spent on plan tasks and the resource costs. These fields are derived from time card information and cannot be edited on the resource plan.
      4. (Optional) Add notes.
      5. Click Complete.
      6. In the Confirm dialog box, select the completion date of the resource plan and click Yes.

        By default, the system date or resource plan end date, whichever is earlier, is populated in Completion Date.

        Note: The Completion Date cannot be earlier than the resource plan start date.

      Result

      • The resource plan moves to the Completed state.
      • If the completion date is earlier than the resource plan end date, the end date of the resource plan is updated with the completion date. If the completion date was entered later than the resource plan end date, the resource plan end date is retained.
      • All the requested and resource allocations for the resource plan post the completion date are deleted. If there are any actual hours logged against an allocation, that allocation record is not deleted. But the allocated hours become zero and the actual hours are retained. The available and allocated hours for the resources are also updated in the aggregate tables.

      Example

      Example 1: A resource plan of Allocation type Monthly from 1 November to 31 January is completed on 15 December. On completion,
      • the resource allocation entry for January is deleted in [Resource_Allocation] table.
      • the resource allocation end date for December is updated to the completion date of the resource plan.
      • the entries in [Resource_Allocation_Daily] table for December post the completion date are deleted.

      Example 2: If the same resource plan has Allocation type as Planned Duration, no allocations are deleted, and the end date of the allocation is updated to the completion date.

      • Complete a resource plan from a project, planning console, or demand record

        If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand.

      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
      • 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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