Allocate resources for the extended period

As a resource manager, you can allocate resources for the extended period.

Before you begin

Role required: resource_manager

About this task

After a project manager submits a request to extend the allocated resource plan, the resource manager receives a message at the top of the resource plan. The resource manager then reviews and allocates resources for the extended period.

Procedure

1. Navigate to All > Resource > Resource Plans > All.
2. Open the resource plan.
3. Confirm the extension in one of the following ways.
   • From the Resource Allocation related list, review and update the value for the Requested Hours, FTE, or Person Days fields.
   • Select Allocated in the Extension field.

Result

Resources are allocated for the extended period.

Any errors or warnings during allocations are logged in the Resource Plan Logs related list on the Resource Plan form. The log is generated if a resource is allocated over 24 hours for a given day. You can review these logs to take correct actions for further resource allocation.

Related concepts

• Time zones in resource plans

Related tasks

• 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
• Request a change to 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
• Reduce the duration of a resource plan
• Associate a time card with a resource plan