Confirm and allocate a resource plan
After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.
Before you begin
Important: Resource plans in Resource Management will no longer be available for new customers from future releases.
You're encouraged migrate your existing resource plans to work on resource assignments which offers more flexibility and Create resource assignments in Resource Management Workspace using Resource Management Workspace or Project Workspace.
Resource managers can assign and approve the unassigned resource assignments using Resource Management Workspace.
Role required: resource_manager
About this task
Modify or cancel a resource plan that is in the Allocated state.
If the resource type in a resource plan is a group, you can request resources only if that group has active members.
Procedure
Navigate to All > Resource > Resource Plans > Requested.
Open the resource plan (Requested) that you want to confirm and allocate, and select Confirm and Allocate.
Result
The resource plan automatically moves to the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state.
Any errors or warnings during allocations are logged in the Resource Plan Logs related list on the Resource Plan form. The log is generated if a resource is allocated over 24 hours for a given day. You can review these logs to take correct actions for further resource allocation.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Create an operational resource plan
Request a change to a resource plan
Recalculate costs of a resource plan
Update cost plan related to a resource plan
Complete an allocated resource plan
Request extension of an allocated resource plan
Allocate resources for the extended period