Cancel a resource plan

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

    • If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.

    시작하기 전에

    The resource plan to be canceled must be in the Planning, Requested, Confirmed, or Allocated state.

    Role required: resource_user, resource_manager

    이 태스크 정보

    Project and demand managers can also cancel resource plans from a project, project task, planning console, or demand.

    프로시저

    1. Navigate to All > Resource > Resource Plans > All.
    2. Open the resource plan record that you want to cancel.
    3. On the form header, select Cancel.

    결과

    • The resource plan moves into the Cancelled state.
    • All past and future allocations for the resource plan are also canceled. If there are any actual hours logged against an allocation, that allocation isn’t deleted. But the allocated hours become zero and the actual hours are retained.

    다음에 수행할 작업

    If you want to make changes and use the plan again, edit a canceled plan. To move the resource plan back to Planning state, select Re-plan.
    주:
    The state of a resource plan can be changed back from Cancelled to Planning, only if it has no past allocations.