Request a change to a resource plan
Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.
Before you begin
Role required: resource_user
About this task
You can change the resource plans that are in the Requested or Confirmed state. To change the form fields of the plan, you first must request a change to the resource plan. However, you can adjust the requested allocations directly on the plan without requesting for a change. These adjustments are rolled-up to the resource plan.
Procedure
Navigate to All > Resource > Resource Plans > All.
Open a resource plan that is in the Requested or Confirmed and select Request Change.
Result
The resource plan moves back to the Planning state and has the form fields enabled to make the required changes.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Create an operational resource plan
Confirm and allocate 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