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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create an operational resource plan

# Create an operational resource plan {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://www.servicenow.com/docs/DXDw8lXwNxXmCOlWaVafpg "Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.") to work on resource assignments which offers more flexibility and [Create resource assignments in Resource Management Workspace](https://www.servicenow.com/docs/fhPXNV8CvpuGtYFhCLDaCw "Create and assign resource assignments and operation resource assignments from 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](https://community.servicenow.com/community?id=community_article&sys_id=7cf4950a1b0110d4d01143f6fe4bcb65).

## Procedure

1. Navigate to AllResourceResource PlansCreate New Operational Plan.
2. On the Resource form, fill in the fields.  
   For a description of the field names, see [Resource form](https://www.servicenow.com/docs/5IIqPdUB2iWsf5OC0a5Qgg "Use the resource form to create an operational resource plans.").
3. Select Save.
**Related concepts**   

* [Time zones in resource plans](https://www.servicenow.com/docs/Zj2yJraSPloh9MTIo0d0NQ "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/UwwN3VLzpVWhXoyrIxqTLA "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/9lkljWEhfMVvJ40IU3OPng "Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.")
* [Request resources](https://www.servicenow.com/docs/gdAVzNjQJyuaZUxvamL0jw "After you create a resource plan, request resources from the resource manager.")
* [Confirm a resource plan](https://www.servicenow.com/docs/H2eHAblH3HpXNTmkaU_CNw "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/g066jyhZVram1JeXzqVJmg "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/7~CG558tvWxAFXmPzHzgcQ "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/48b2PWxINsyop3IidcNCjQ "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/cyDqmRUIghF5zkd4IsfuLg "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/I1tGJ8e~XAHDNCrVDo0dvA "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.")
* [Cancel a resource plan](https://www.servicenow.com/docs/R80SHVRUiJuhmWAtBMKW3g "If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.")
* [Delete a resource plan](https://www.servicenow.com/docs/W7puiUWrUBwCDWkaFtUGqQ "Deleting a plan also deletes all associated resource allocations.")
* [Extend a resource plan](https://www.servicenow.com/docs/1Sz6rk2Z0~zH8zPn1gBN~Q "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/QZTh9Kz8G9VHMOF2KTeozA "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/htn0q0cPf4GpO2wl1JPOLQ "As a resource manager, you can allocate resources for the extended period.")
* [Reduce the duration of a resource plan](https://www.servicenow.com/docs/kNfQLB8M1P8XEJKwQu390g "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/aA7sQR8DChOl0pOgGm~T3Q "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.")
* [Map a time card category with operational work types](https://www.servicenow.com/docs/BWLrFhAE0rSjFenU03Soqw "Map custom time card categories with operational work types so you can select only the operational resource plans that are associated with the user for a specific time card period and category while posting time.")

*[\>]: and then