Create an operational resource plan

Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.

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.

Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin

About this task

Create a resource plan for an operational work type such as Meeting, Training, Admin work, or Phone call.

For more information on operational resource plans, see Operational Resource Plan - All That You Need to Know.

Procedure

1. Navigate to All > Resource > Resource Plans > Create New Operational Plan.
2. On the Resource form, fill in the fields.
   For a description of the field names, see Resource form.
3. Select Save.

Related concepts

• Time zones in resource plans

Related tasks

• Create a resource plan
• Use Resource Finder to analyze resource availability
• Request resources
• Confirm a resource plan
• 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
• Map a time card category with operational work types