---
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


---

# Resource Plan related links and lists

# Resource Plan related links and lists {#ariaid-title1}

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

Use the resource plan related links and list to clone the resource plan details. You can also view resource workbench, update cost plans, recalculate resource costs, or modify the request allocations.
{#rsrc-plan-rltd-links-lists__table_ctq_4fq_gbb__entry__2}

| Field | Description |
|-|-|
| Copy Resource Plan | Copies the opened resource plan into a new resource plan. |
| Update Cost Plan | If you are using Project Portfolio Management, resource plans automatically create cost plans for a [project](https://www.servicenow.com/docs/NFYVkfS99jBVpV~Np7Af2Q "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.") or [demand](https://www.servicenow.com/docs/3DmXtneCoIUKWXoggGN0fw "Demand cost plans capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period."). Whenever you update the resource plan, click Update Cost Plan to [keep the cost plan up-to-date](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."). Note: The cost plan associated to a resource plan is also automatically updated when the resource plan is updated. |
| Recalculate Resource Cost | [Recalculates the resource costs of the 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.") whenever the hourly rates change in the rate model to keep the costs up-to-date. |
[Table 1. Related Links]

{#rsrc-plan-rltd-links-lists__table_ctq_4fq_gbb} {#rsrc-plan-rltd-links-lists__table_yrz_hs1_mcc__entry__2}

|   |   |
|-|-|
| Requested Allocations | List of [requested allocations](https://www.servicenow.com/docs/Qw_9qt3PW5G_cPevF3XJNQ "Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, the resource requester can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.") for the resource plan. The number of requested allocation records created depends on the value of the Allocation type field. For example, if a resource is requested from January 1 to March 31, the following requested allocation records are created for each type: * Monthly: 3 allocation records, one for each month. * Weekly: 14 allocation records, one for each week with Monday being the first day of the week. * Plan duration: Only 1 record for the entire planned duration. {#rsrc-plan-rltd-links-lists__ul_wdf_ks1_mcc} |
| Resource Allocations | List of [resources allocated](https://www.servicenow.com/docs/cjNa3z9bIzHS_ZK5ITHE7w "After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to the Confirmed state. Resource managers can then allocate resources to the plan and move it to the Allocated state.") to the plan. |
| Resource Plan Logs | Lists any error or warnings that might occur during resource allocation. |
[Table 2. Related Lists]

{#rsrc-plan-rltd-links-lists__table_yrz_hs1_mcc}