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.

始める前に

Role required: resource_user

このタスクについて

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.

手順

1. Navigate to All > Resource > Resource Plans > All.
2. Open a resource plan that is in the Requested or Confirmed and select Request Change.

タスクの結果

The resource plan moves back to the Planning state and has the form fields enabled to make the required changes.

関連概念

• Time zones in resource plans

関連タスク

• Create a resource plan
• Use Resource Finder to analyze resource availability
• Create an operational resource plan
• Request resources
• Confirm a resource plan
• Confirm and allocate a resource plan
• Recalculate costs of a resource plan of a project or demand
• Update cost plan related to a resource plan
• Complete a resource plan
• Cancel a resource plan
• Delete a resource plan
• Extend a resource plan
• Request extension of an allocated resource plan
• Allocate resources for the extended period
• Reduce the duration of a resource plan
• Associate a time card with a resource plan