Resource management process

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.

Which approach applies to you?

Table 1. Resource Plans vs. Resource Assignments

Criteria	Resource Plans (classic)	Resource Assignments (current)
When to use	You're an existing customer who has not yet migrated to resource assignments.	You're a new customer, or an existing customer who has migrated or is migrating to resource assignments.
Workspace	Classic Resource Management modules (Resource > Resource Plans)	Resource Management Workspace or Project Workspace
Key features	Group-based allocation, request/confirm/allocate workflow	Direct resource assignment, auto/manual distribution, inline approval, heatmap views
Documentation	Resource Plans topics in this section	Resource Management Workspace documentation

For detailed migration guidance, see Migrate from resource plans to resource assignments.

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 and work on the planning for a project's execution.

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. Once the resource plans are approved, the resources begin work.