Create an operational resource plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Importante:
    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

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.