Cancel a resource plan
If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.
Before you begin
The resource plan to be canceled must be in the Planning, Requested, Confirmed, or Allocated state.
Role required: resource_user, resource_manager
About this task
Project and demand managers can also cancel resource plans from a project, project task, planning console, or demand.
Procedure
Navigate to All > Resource > Resource Plans > All.
Open the resource plan record that you want to cancel.
On the form header, select Cancel.
Result
- The resource plan moves into the Cancelled state.
- All past and future allocations for the resource plan are also canceled. If there are any actual hours logged against an allocation, that allocation isn’t deleted. But the allocated hours become zero and the actual hours are retained.
What to do next
If you want to make changes and use the plan again, edit a canceled plan. To move the resource plan back to Planning state, select Re-plan.
Note: The state of a resource plan can be changed back from Cancelled to Planning, only if it has no past allocations.
- Cancel a resource plan from a project or demand
If a project or a project task is marked Closed, the project manager can cancel the associated future resource plans. Similarly, the demand manager can cancel the future resource plans for a Closed or Deferred demand.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Create an operational 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
Request extension of an allocated resource plan
Allocate resources for the extended period