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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 Update cost plan related to a resource plan

    Update cost plan related to a resource plan

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    Update cost plan related to a resource plan

    If a resource plan is associated to a project, project task, or demand and has a related cost plan, then a requester or a resource manager can update the related cost plan after updating the resource plan.

    Before you begin

    Role required: resource_user or resource_manager or it_project_manager or it_demand_manager

    About this task

    If a resource plan does not have a related cost plan, the Update Cost Plan related link is not displayed for the resource plan.

    Procedure

    1. Save the updates to the resource plan.
    2. Click the Update Cost Plan related link.
      Note: The cost plan associated to a resource plan is automatically updated as soon as the Planned cost in the resource plan is updated. The planned cost on resource plan gets updated when there is a change in:
      • Planned hours
      • User
      • State
      • Start and end dates

    Result

    The cost plan associated to the resource plan is updated. If allocated or confirmed hours are more than the planned hours in the resource plan, the cost plan is updated with higher of planned or confirmed and allocated hours.
    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
    • 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

      Update cost plan related 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

      Update cost plan related to a resource plan

      If a resource plan is associated to a project, project task, or demand and has a related cost plan, then a requester or a resource manager can update the related cost plan after updating the resource plan.

      Before you begin

      Role required: resource_user or resource_manager or it_project_manager or it_demand_manager

      About this task

      If a resource plan does not have a related cost plan, the Update Cost Plan related link is not displayed for the resource plan.

      Procedure

      1. Save the updates to the resource plan.
      2. Click the Update Cost Plan related link.
        Note: The cost plan associated to a resource plan is automatically updated as soon as the Planned cost in the resource plan is updated. The planned cost on resource plan gets updated when there is a change in:
        • Planned hours
        • User
        • State
        • Start and end dates

      Result

      The cost plan associated to the resource plan is updated. If allocated or confirmed hours are more than the planned hours in the resource plan, the cost plan is updated with higher of planned or confirmed and allocated hours.
      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
      • 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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