Create allocations

Resource managers can create allocations using the Resource Allocations related list.

Before you begin

Role required: resource_manager

Procedure

1. Navigate to All > Resource > Resource Plans > Requested.

2. Open a resource plan.

3. In the Resource Allocations related list, select New.

4. On the Resource Allocation form, fill the fields.

   For a description of the field values, see Resource Allocation form.

5. Select Submit to save the record and return to the resource plan.

What to do next

In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.

Parent Topic:Resource allocation

Related topics

Create a resource role

User resources and group resources

Reject a resource plan from the Resource Plan form