Create allocations

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

    • Resource managers can create allocations using the Resource Allocations related list.

    Vorbereitungen

    Role required: resource_manager

    Prozedur

    1. Navigate to All > Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, select New.
    4. On the Resource Allocation form, fill the fields.
      For a description of the field values, see Resource Allocation form.
    5. Select Submit to save the record and return to the resource plan.

    Nächste Maßnahme

    In the resource plan form, select Confirm or Confirm and Allocate to move the resource to the Confirmed or Allocated state.