Resource management process

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • The resource plan is the key to understanding how resource management works.

    Important :
    Resource plans in Resource Management will no longer be available for new customers from future releases.

    You're encouraged to work on resource assignments which offers more flexibility using Resource Management Workspace or Project Workspace.

    For more information about migrating from resource plans to resource assignments, see Migration of resource plans, operational resource plans, and cost plans.

    A user with the resource_user role can be a resource requester. Project managers are used as resource requesters in many examples because they typically have the resource_user role.

    A resource requester creates a resource plan to request user or group resources for tasks. Any type of task, such as a change request, a task in the Agile scrum process, or a project task can be added to a resource plan.

    After a resource plan is submitted, a resource manager reviews the plan, confirms the resources, and finally allocates resources for the plan. If all parties agree, the resources begin work.