Associate a time card with a resource plan

If one resource is allocated to identically named tasks in two resource plans, use the following procedure to specify the resource plan the time card should be allocated to.

Before you begin

Role required: resource_manager

About this task

• A resource plan can be associated with a time card only if the resource plan contains hard allocations for the user.
• If a resource plan isn’t associated manually to a time card, then a resource plan is auto-associated. The auto-association is done based on the selected Task in the time card.

Procedure

1. Navigate to the All > Time Cards > All.

2. Select a time card.

3. Configure the form to add the Resource plan field.

4. In the Resource plan field, select the plan to which the time card should be allocated.

   Only resource plans that contain the selected task are listed.

1. Select Update.

Parent Topic:Resource plans

Related topics

Create a resource plan

Use Resource Finder to analyze resource availability

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

Update cost plan related to a resource plan

Complete an allocated 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

Reduce the duration of a resource plan

Time zones in resource plans