Create an operational resource plan

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.

    Vorbereitungen

    Wichtig:
    Resource plans in Resource Management will no longer be available for new customers from future releases.

    You're encouraged migrate your existing resource plans to work on resource assignments which offers more flexibility and Create resource assignments and operation resource assignments in Resource Management Workspace using Resource Management Workspace or Project Workspace.

    Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to All > Resource > Resource Plans > Create New Operational Plan.
    2. On the Resource form, fill in the fields.
      For a description of the field names, see Resource form.
    3. Select Save.