Create an operational resource plan

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 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

    Role required: resource_user, resource_manager, or 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.

    Procedure

    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.