Resource Plan related links and lists

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

    • Use the resource plan related links and list to clone the resource plan details, view resource workbench, update cost plans, recalculate resource costs, or work on the modifying the request allocations.

    Tabela 1. Related Links
    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 or demand.

    Whenever you update the resource plan, click Update Cost Plan to keep the cost plan up-to-date.
    Nota:
    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 whenever the hourly rates change in the rate model to keep the costs up-to-date.
    Tabela 2. Related Lists
    Requested Allocations List of requested allocations 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.
    Resource Allocations List of resources allocated to the plan.
    Resource Plan Logs Lists any error or warnings that might occur during resource allocation.