Create allocations

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

    • Resource managers can create allocations using the Resource Allocations related list.

    Before you begin

    Role required: resource_manager

    Procedure

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, select New.
    4. On the Resource Allocation form, fill the fields.
      For a description of the field values, see Resource Allocation form.
    5. Select Submit to save the record and return to the resource plan.

    What to do next

    In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.