Cancel a resource plan

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

    • If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.

    Before you begin

    The resource plan to be canceled must be in the Planning, Requested, Confirmed, or Allocated state.

    Role required: resource_manager

    About this task

    Project and demand managers can also cancel resource plans from a project, project task, planning console, or demand.
    Note:
    You can also cancel a resource plan from the Allocation Workbench.

    Procedure

    1. Navigate to All > Resource > Resource Plans > All.
    2. Open the resource plan record that you want to cancel.
    3. On the form header, select Cancel.

    Result

    • The resource plan moves into the Cancelled state.
    • All past and future allocations for the resource plan are also canceled. If there are any actual hours logged against an allocation, that allocation isn’t deleted. But the allocated hours become zero and the actual hours are retained.

    What to do next

    If you want to make changes and use the plan again, edit a canceled plan. To move the resource plan back to Planning state, select Re-plan.
    Note:
    The state of a resource plan can be changed back from Cancelled to Planning, only if it has no past allocations.