Request a change to a resource plan

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.

    Before you begin

    Role required: resource_user

    About this task

    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.

    Procedure

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

      You can also request change from the Allocation Workbench.

    Result

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