---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Cancel a resource plan

# Cancel a resource plan {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://www.servicenow.com/docs/UFsaIG4wJmsEBhOkq72cEQ "If a project or a project task is marked Closed, the project manager can cancel the associated future resource plans. Similarly, the demand manager can cancel the future resource plans for a Closed or Deferred demand.").  
Note:  
You can also cancel a resource plan from the [Allocation Workbench](https://www.servicenow.com/docs/ExboQFC2nnPK4IOQVcRMrg "Use the allocation workbench to manage your resources effectively. You can review all resource requests in one place for your team. You can also see the available hours for requested users and efficiently allocate resources.").

## Procedure

1. Navigate to AllResourceResource PlansAll.
2. Open the resource plan record that you want to cancel.
3. On the form header, select Cancel.
{#t_CancelAResourcePlan__steps_x4q_vmc_ps}

## 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.
{#t_CancelAResourcePlan__ul_ncy_wl1_tbb}

## 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.
* **[Cancel a resource plan from a project or demand](https://www.servicenow.com/docs/UFsaIG4wJmsEBhOkq72cEQ)**   
  If a project or a project task is marked Closed, the project manager can cancel the associated future resource plans. Similarly, the demand manager can cancel the future resource plans for a Closed or Deferred demand.

**Related concepts**   

* [Time zones in resource plans](https://www.servicenow.com/docs/cFHSVu9M3Cc_~MLZZozb0w "Time zones are important in resource management when the users and groups doing the resource tasks are located in different locations.")  
**Related tasks**   

* [Create a resource plan](https://www.servicenow.com/docs/1a2oz2YB6hjRXoo0vSHZLg "You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.")
* [Use Resource Finder to analyze resource availability](https://www.servicenow.com/docs/LHXh2qkjdsx1Rvtcq~pvqQ "Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.")
* [Create an operational resource plan](https://www.servicenow.com/docs/ZwwPWGJiCHfTOAOUmvh36g "Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.")
* [Request resources](https://www.servicenow.com/docs/Nkg087k3vGet6llzX0crXQ "After you create a resource plan, request resources from the resource manager.")
* [Confirm a resource plan](https://www.servicenow.com/docs/GlLFbmiKPck1KIS1h2pfxQ "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.")
* [Confirm and allocate a resource plan](https://www.servicenow.com/docs/MrVWbXxJSewLH6UxtpjhyQ "After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.")
* [Request a change to a resource plan](https://www.servicenow.com/docs/Kz60eT8aGO~CPdURPXksfw "Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.")
* [Recalculate costs of a resource plan](https://www.servicenow.com/docs/ZAzYxq5RO~lavnNkoxu88g "Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.")
* [Update cost plan related to a resource plan](https://www.servicenow.com/docs/KqBXa1SbfSFxjSaEVyUP4g "If a resource plan is associated to a project, project task, or demand and has a related cost plan. Then, a requester or a resource manager can update the related cost plan after updating the resource plan.")
* [Complete a resource plan](https://www.servicenow.com/docs/1BWKZzNcb2SxYBoshhXmvw "After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it.")
* [Delete a resource plan](https://www.servicenow.com/docs/zSgStfJetY3f7uJt8dFMZw "Deleting a plan also deletes all associated resource allocations.")
* [Extend a resource plan](https://www.servicenow.com/docs/0~Z6hr3ZCUVdMASKnyQHIQ "You can extend the date of an allocated resource plan and allocate resources for the extended period.")
* [Request extension of an allocated resource plan](https://www.servicenow.com/docs/4sGO9qsPTHMag1Ra_VaVFg "As a project manager, you can request the extension of an allocated resource plan.")
* [Allocate resources for the extended period](https://www.servicenow.com/docs/Cq9w78ZpTG61uXtGkMHa2g "As a resource manager, you can allocate resources for the extended period.")
* [Reduce the duration of a resource plan](https://www.servicenow.com/docs/RbgOD89fVmk6lCdvKPN3ow "Reduce the duration of an allocated or confirmed resource plan and deallocate resources in one action without having to do it individually for each resource.")
* [Associate a time card with a resource plan](https://www.servicenow.com/docs/wEjiab_zeMmQRTrRIbOnXg "If one resource is allocated to identically named tasks in two resource plans. Use the following procedure to specify the resource plan the time card should be allocated to.")

*[\>]: and then