Create allocations

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Resource managers can create allocations using the Resource Allocations related list.

    시작하기 전에

    Role required: resource_manager

    프로시저

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, select New.
    4. On the Resource Allocation form, fill the fields.
      For a description of the field values, see Resource Allocation form.
    5. Select Submit to save the record and return to the resource plan.

    다음에 수행할 작업

    In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.