Confirm and allocate a resource plan

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.

    Before you begin

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

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

    Resource managers can assign and approve the unassigned resource assignments using Resource Management Workspace.

    Role required: resource_manager

    About this task

    Modify or cancel a resource plan that is in the Allocated state.

    If the resource type in a resource plan is a group, you can request resources only if that group has active members.

    Note:
    For resource plans associated to projects or demands, you can confirm and allocate these plans using the Allocation Workbench too.

    Procedure

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open the resource plan (Requested) that you want to confirm and allocate, and select Confirm and Allocate.

    Result

    The resource plan automatically moves to the Allocated state from the Requested state. Soft allocations are converted to hard allocations when the resource plan moves to the Allocated state.

    Any errors or warnings during allocations are logged in the Resource Plan Logs related list on the Resource Plan form. The log is generated if a resource is allocated over 24 hours for a given day. You can review these logs to take correct actions for further resource allocation.