--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Complete a resource plan # Complete a resource plan {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura After all associated tasks and projects are complete or canceled, a resource manager can move the resource plan to the Complete state, which closes it. ## Antes de Iniciar The resource plan to be completed must be in the Allocated state. Role required: resource_manager ## Por Que e Quando Desempenhar Esta Tarefa Project and demand managers can [complete resource plans from a project, project task, planning console, or demand](https://servicenow-prod.fluidtopics.net/1BlziQ27scrBt7RClCTcJg "If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand."). ## Procedimento 1. Navigate to AllResourceResource PlansAllocated. 2. Open the resource plan that you want to complete. 3. Verify all the information on the form. Nota: The Actual Hours and Actual Cost fields show the time spent on plan tasks and the resource costs. These fields are derived from time card information and can't be edited on the resource plan. 4. **Opcional:** Add notes. 5. Select Complete. 6. In the Confirm dialog box, select the completion date of the resource plan and select Yes. By default, the system date or resource plan end date, whichever is earlier, is populated in Completion Date. Nota: The Completion Date can't be earlier than the resource plan start date. ## Resultado * The resource plan moves to the Completed state. * If the completion date is earlier than the resource plan end date, the end date of the resource plan is updated with the completion date. If the completion date was entered later than the resource plan end date, the resource plan end date is retained. * All the requested and resource allocations for the resource plan post the completion date are deleted. If there are any actual hours logged against an allocation, that allocation record isn't deleted. But the allocated hours become zero and the actual hours are retained. The available and allocated hours for the resources are also updated in the aggregate tables. {#t_CloseAResourcePlan__ul_ypr_yrm_ccb} ## Exemplo Example 1: A resource plan of Allocation type Monthly from 1 November to 31 January is completed on 15 December. On completion, * the resource allocation entry for January is deleted from the \[Resource_Allocation\] table. * the resource allocation end date for December is updated to the completion date of the resource plan. * the entries in the \[Resource_Allocation_Daily\] table for the December month post the completion date are deleted. {#t_CloseAResourcePlan__ul_yhb_tkn_ccb} Example 2: If the same resource plan has Allocation type as Planned Duration, no allocations are deleted, and the end date of the allocation is updated to the completion date. * **[Complete a resource plan from a project, planning console, or demand record](https://servicenow-prod.fluidtopics.net/1BlziQ27scrBt7RClCTcJg)** If a project or a project task is marked Closed, the project manager can complete the associated Allocated resource plans. Similarly, the demand manager can complete the resource plans for a Closed or Deferred demand. **Conceitos relacionados** * [Time zones in resource plans](https://servicenow-prod.fluidtopics.net/m7xN7Pad0V2lEcwrhehO~g "Time zones are important in resource management when the users and groups doing the resource tasks are located in different locations.") **Tarefas relacionadas** * [Create a resource plan](https://servicenow-prod.fluidtopics.net/tGIQ7oYhqwRM4mRA9aqFSA "You can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval.") * [Use Resource Finder to analyze resource availability](https://servicenow-prod.fluidtopics.net/Ssi7c7FCF4iUNIMXuZc9VQ "Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.") * [Create an operational resource plan](https://servicenow-prod.fluidtopics.net/Mrr9WQwlYLzqtgvfEqFkPQ "Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.") * [Request resources](https://servicenow-prod.fluidtopics.net/a8MVQ3EMt9oJYLe1EUPj7A "After you create a resource plan, request resources from the resource manager.") * [Confirm a resource plan](https://servicenow-prod.fluidtopics.net/9XNAr8E0DR48ufogjx3dJQ "As a resource manager, you can confirm or block the resources after a resource plan is requested. The resource plan must be in the Requested state to be confirmed.") * [Confirm and allocate a resource plan](https://servicenow-prod.fluidtopics.net/yyAcgdVVeA5z_px6aYz_Ow "After the resource plan is requested, as a resource manager, you can directly allocate the resources. To confirm and allocate, the resource plan must be in the Requested state.") * [Request a change to a resource plan](https://servicenow-prod.fluidtopics.net/ncINrqwWwvqTnUSWd88ShQ "Request a change to the resource plan to modify a resource plan after you’ve submitted it for review.") * [Recalculate costs of a resource plan of a project or demand](https://servicenow-prod.fluidtopics.net/1N2WnKYH8qWcFSKfjHDo8Q "Recalculate the resource costs of an individual resource plan for a project or demand whenever the hourly rates change in the associated rate model.") * [Update cost plan related to a resource plan](https://servicenow-prod.fluidtopics.net/1S0M29nlGsAS8dtloxM~ig "If a resource plan is associated to a project, project task, or demand and has a related cost plan, then a requester or a resource manager can update the related cost plan after updating the resource plan.") * [Cancel a resource plan](https://servicenow-prod.fluidtopics.net/EDYgAy2qHQewOePiD05LhQ "If a resource plan is no longer needed, you can cancel it which also cancels its past and future allocations.") * [Delete a resource plan](https://servicenow-prod.fluidtopics.net/TdsuaXNTY~Z4NTwambE6bg "Deleting a plan also deletes all associated resource allocations.") * [Extend a resource plan](https://servicenow-prod.fluidtopics.net/DPFq9yik1rzrti9QDL68RA "You can extend the date of an allocated resource plan and allocate resources for the extended period.") * [Request extension of an allocated resource plan](https://servicenow-prod.fluidtopics.net/izXAP3RLy9X30iN2kMDdgQ "As a project manager, you can request the extension of an allocated resource plan.") * [Allocate resources for the extended period](https://servicenow-prod.fluidtopics.net/iATIG0nVizEVFtROjetYiA "As a resource manager, you can allocate resources for the extended period.") * [Reduce the duration of a resource plan](https://servicenow-prod.fluidtopics.net/J9clemMvg2PEN~YqkULPCA "Reduce the duration of an allocated or confirmed resource plan and deallocate resources in one action without having to do it individually for each resource.") * [Associate a time card with a resource plan](https://servicenow-prod.fluidtopics.net/Hv~O1Je3TCKhTwhQDoO_tg "If one resource is allocated to identically named tasks in two resource plans, use the following procedure to specify the resource plan the time card should be allocated to.")