Create a resource plan

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.

    Before you begin

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

    You're encouraged to migrate your existing resource plans to work on resource assignments which offers more flexibility. Create resource assignments and operation resource assignments in Resource Management Workspace using Resource Management Workspace or Project Workspace.

    Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin

    Procedure

    1. Create a resource plan using one of the following options.
      OptionDescription
      From Resource tab in project workspace
      1. Open a project record in project workspace. See Access the new Project Workspace.
      2. On the Resources tab, click New.
      From a project form
      1. Navigate to Project > Projects > Project Workspace.
      2. Open a project record.
      3. In the Resource Plan related list, click New.
      From a demand form
      1. Navigate to Demand > Demands > All.
      2. Open a demand.
      3. In the Resource Plans related list, click Manage.
      4. On the Resource Plans page, click New.
      From a project task
      1. Navigate to Project > Projects > Project Workspace.
      2. Open a project record.
      3. Click the Details tab.
      4. In the Project Tasks related list, open a task.
      5. In the Resource Plan related list, click New.
      From an existing resource plan
      1. Open the resource plan record that you want to copy.
      2. In the related links, click Copy Resource Plan.
      Note:
      When you create a resource plan from an existing resource plan, all fields are copied to the new resource plan. The new plan is created in the Planning state.
    2. On the Resource Plan form, fill the fields.
      For a field descriptions of the field names, see Resource Plan form.
    3. Click Save on the form header.
      The resource plan is saved and placed in the Planning state.
    4. Review update the values in the Resource Plan form tabs.
      For a field description of the field names, see Resource Plan form tabs.
      Note:
      If the assigned rate model is removed or replaced, or the hourly rates in the rate model are changed, the cost fields on the associated resource plans are not recalculated automatically. You must recalculate the resource costs of the resource plan to reflect new rates from the rate model.

      However, if any of the fields affecting the cost are updated on the resource plan, the rate model is invoked for getting the hourly rates. For example, extending a resource plan by modifying the end date of the resource plan invokes the rate model as there can be new rates available.

    Result

    • The resource plan is saved and placed in the Planning state.
    • When the resource plan is created from resource grid, the plan appears as top row in the resource plan list of the project or demand. The plan has one of the following prefixes:
      • [G] for a resource plan created for a group.
      • [R] for a role resource plan created for a role.
      • [U] for a user resource plan created for a user.

      The prefix is based on the type of resource selected in the Resource type field.

    • The resource plan which is created last appears at the top in the resource plan list of the project or demand.

    What to do next

    Use the Resource Plan related links and lists to work on the resource plans, workbenches, or to modify the existing request allocations.