Create an operational resource plan
Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.
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.
Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin
About this task
Create a resource plan for an operational work type such as Meeting, Training, Admin work, or Phone call.
For more information on operational resource plans, see Operational Resource Plan - All That You Need to Know.
Procedure
Navigate to All > Resource > Resource Plans > Create New Operational Plan.
On the Resource form, fill in the fields.
For a description of the field names, see Resource form.
Select Save.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Confirm and allocate a 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
Reduce the duration of a resource plan