Request a change to a resource plan

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

시작하기 전에

Role required: resource_user

이 태스크 정보

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.

프로시저

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

결과

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

관련 개념

• Time zones in resource plans

관련 태스크

• Create a resource plan
• Use Resource Finder to analyze resource availability
• Create an operational resource plan
• Request resources
• Confirm a resource plan
• Confirm and allocate a resource plan
• Recalculate costs of a resource plan of a project or demand
• Update cost plan related to a resource plan
• Complete a resource plan
• Cancel a resource plan
• Delete a resource plan
• Extend a resource plan
• Request extension of an allocated resource plan
• Allocate resources for the extended period
• Reduce the duration of a resource plan
• Associate a time card with a resource plan