Request resources

After you create a resource plan, request resources from the resource manager.

Before you begin

Role required: it_project_manager, resource_user

About this task

Note:

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

Procedure

1. Navigate to All > Resource > Resource Plans > All.
2. Open a resource plan that is in the Planning state.
3. Select Request.

   You can also request resources from the Allocation Workbench.

Result

The resource plan moves to the Requested state and is ready for review by the resource manager.

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
• 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