How can we know that it is in soft allocation or hard allocation in a resource plan? where can we see that?

[shravani2]

How can we know that it is in soft allocation or hard allocation in a resource plan? where can we see that?

[Harsh Vardhan · Accepted solution]

When a resource plan moves to the Confirmed state, resource allocations corresponding to requested allocations are created automatically. The Booking type for these allocations is Soft. Soft allocations are like temporary allocations for the requested users and do not create any calendar events.

When the plan is moved to the Allocated state, the Booking type changes from Soft to Hard. For a hard booking, the resource is assigned to the plan and is not available for other plans during the allocated times. The booked time also appears on the user calendar. If the requested resource cannot be allocated for the entire allocation duration, the allocation record booking type remains as soft.

[Ragini Kukade]

Hi,

When you click on Request button ,you can see the confirm ui action appears

Upon clicking “Confirm” on resource plan the system will create a “Resource Allocation” .You can see it in related list.

When you click on allocate then it will move to hard type.

Below link will help you:

http://www.bu.edu/tech/files/2018/04/Resource-Request-User-Guide.pdf

Mark it as correct/helpful if it helps.

Regards,

Ragini