Unable to confirm resource plan
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03-29-2023 09:49 AM
I have a project resource plan that is in a Requested state that I am not able to move to Confirmed. There are no error messages received when we are attempting to move to Confirmed. Clicking the on the "Confirm" button the RPLN record just refreshes the same data, leaving the record in a "Requested" state.
This employee was a temp employee that has since become a full time employee but the RPLN was created after he was moved to a full time employee. We did validate that this current user ID is not tied to the TE ID used when he was still classified as a temp employee. I have reviewed the user setup and it mirrors the setup for all of our current users which we are not having issues with confirming the requested RPLN. I am at a loss as to why this isn't working and having to get an Admin to force the request into the state we need it to be in.
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Resource Management

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03-30-2023 08:47 PM
It's possible that there is a hidden issue or a business rule that's preventing the resource plan from moving to the "Confirmed" state. Here are some steps you can take to troubleshoot the problem:
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Review the browser console: When you click the "Confirm" button, check your browser's console for any error messages or warnings. This may give you some insight into what's happening behind the scenes.
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Check the system logs: Navigate to System Logs > All and filter the logs around the time when you tried to confirm the resource plan. Look for any error messages or warnings related to the resource plan or the user in question.
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Review business rules: There might be a business rule that's preventing the state change. Navigate to System Definition > Business Rules and filter by "Applies to" the "Resource Plan" table. Review the "Advanced" scripts for any conditions that could be preventing the state change.
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Examine UI actions: It's possible that there's a UI action or client script related to the "Confirm" button that's not functioning correctly. Navigate to System UI > UI Actions and filter by "Applies to" the "Resource Plan" table. Review the scripts for any issues. Similarly, check client scripts by navigating to System UI > Client Scripts and filtering by the "Resource Plan" table.
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Test with another user: Try to confirm the resource plan using another user with the same role as the affected user. If the problem persists, it might be an issue with the configuration, whereas if the problem is specific to the user in question, it might be related to their user record.
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Re-create the resource plan: As a last resort, try creating a new resource plan for the user and see if the issue persists. This can help you determine if the problem is with the specific resource plan or a more general issue.
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Regards,
Rajesh Singh