Create allocations

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Resource managers can create allocations using the Resource Allocations related list.

    始める前に

    Role required: resource_manager

    手順

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, select New.
    4. On the Resource Allocation form, fill the fields.
      For a description of the field values, see Resource Allocation form.
    5. Select Submit to save the record and return to the resource plan.

    次のタスク

    In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.