Program Resource Plans on the Allocation Workbench

[Linda_G]

Hey all, trying to figure out if requested resource plans can be see on the allocation workbench for the resource managers to allocate.  A real quick test didn't return the resource plan on the allocation workbench, but thought I would ask here to see if anyone knows.

Thanks,

Linda

[Angela Olson]

I may be misunderstanding your question.  Yes, you can see Requested resource plans for the resource manager to allocate.  Make sure your dates in the top right of the screen are in the correct range for the resource plan and that you have R highlighted for the Requested state.  We really love using the Resource Allocation Workbench even though it is a little clicky and sometimes you have to do workarounds, overall though the tool serves us well.  Hope that helps.  

[Linda_G]

Thank you for the response, Angela.  

I can see project resource plans, but when i put in a resource plan for a program it's not showing up on the allocation workbench, am i missing something?  I did adjust the dates and still nothing.

Thanks,

Linda

[Angela Olson]

We only do resource plans on Demands and Projects tied to Programs - we have never tried to do resource plans on just the Program so I am unsure.  

[Ravi54]

You can create a resource-plan at the Program level but the costs do not roll up to program financials. Can this somehow work using any configurations.