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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 Request resources

    Request resources

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    Request resources

    After you create a resource plan, request resources from the resource manager.

    Before you begin

    it_project_manager, resource_user

    About this task

    Note: If the resource type in the resource plan is a group, you can request resources only if that group has active members.

    Procedure

    1. Navigate to Resource > Resource Plans > All.
    2. Open a resource plan that is in the Planning state.
    3. Click Request.

      You can also request resources from the Allocation Workbench.

    Result

    The resource plan moves to the Requested state and is ready for review by the resource manager.
    Related tasks
    • Create a resource plan
    • Create an operational resource plan
    • 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
    • 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

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    Release version
    Choose your release version

      Request resources

      • 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 resources

      After you create a resource plan, request resources from the resource manager.

      Before you begin

      it_project_manager, resource_user

      About this task

      Note: If the resource type in the resource plan is a group, you can request resources only if that group has active members.

      Procedure

      1. Navigate to Resource > Resource Plans > All.
      2. Open a resource plan that is in the Planning state.
      3. Click Request.

        You can also request resources from the Allocation Workbench.

      Result

      The resource plan moves to the Requested state and is ready for review by the resource manager.
      Related tasks
      • Create a resource plan
      • Create an operational resource plan
      • 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
      • 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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