Confirm a resource plan

As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.

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 view and assign the unassigned resource assignments using Resource Management Workspace.

Role required: resource_manager

About this task

You can modify or cancel a resource plan that is in the Confirmed state.

For a resource plan with the resource type as group, you can confirm resources only if the specified group has active members.

Note:

You can also confirm resource plans from the Allocation Workbench.

Procedure

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

Result

The resource plan moves to the Confirmed state and soft allocations are created.

Related concepts

• Time zones in resource plans

Related tasks

• Create a resource plan
• Use Resource Finder to analyze resource availability
• Create an operational resource plan
• Request resources
• Confirm and allocate a resource plan
• Request a change to 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