--- 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 --- # Create a resource plan # Create a resource plan {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura 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. ## Antes de Iniciar Importante: Resource plans in Resource Management will no longer be available for new customers from future releases. You're encouraged to [migrate your existing resource plans](https://servicenow-prod.fluidtopics.net/QAE91u6ZAbE4khqwOvZmHw "Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.") to work on resource assignments which offers more flexibility. [Create resource assignments and operation resource assignments in Resource Management Workspace](https://servicenow-prod.fluidtopics.net/k1_rL14vtsJ9ZUm5M91xcQ "Create and assign resource assignments and operation resource assignments from Resource Management Workspace.") using Resource Management Workspace or Project Workspace. Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin ## Procedimento 1. Create a resource plan using one of the following options. | Opção | Descrição | | From Resource tab in project workspace | 1. Open a project record in project workspace. See [Access the new Project Workspace](https://servicenow-prod.fluidtopics.net/3cBAbAZHwiU4ZyQiWnhLDg "Learn how to navigate to the new Project Workspace and open a project in the planning page."). 2. On the Resources tab, click New. {#t_CreateResourcePlanProjectTask__ol_rb4_2zp_kcb} | | From a project form | 1. Navigate to ProjectProjectsProject Workspace. 2. Open a project record. 3. In the Resource Plan related list, click New. {#t_CreateResourcePlanProjectTask__ol_pzl_jlc_3t} | | From a demand form | 1. Navigate to DemandDemandsAll. 2. Open a demand. 3. In the Resource Plans related list, click Manage. 4. On the Resource Plans page, click New. {#t_CreateResourcePlanProjectTask__ol_w4t_jp2_scb} | | From a project task | 1. Navigate to ProjectProjectsProject Workspace. 2. Open a project record. 3. Click the Details tab. 4. In the Project Tasks related list, open a task. 5. In the Resource Plan related list, click New. {#t_CreateResourcePlanProjectTask__ol_n2c_ppp_bx} | | From an existing resource plan | 1. Open the resource plan record that you want to copy. 2. In the related links, click Copy Resource Plan. {#t_CreateResourcePlanProjectTask__ol_yjp_mqc_3t} Nota: When you create a resource plan from an existing resource plan, all fields are copied to the new resource plan. The new plan is created in the Planning state. | |-|-| {#t_CreateResourcePlanProjectTask__choicetable_dws_ntk_xp} 2. On the Resource Plan form, fill the fields. For a field descriptions of the field names, see [Resource Plan form](https://servicenow-prod.fluidtopics.net/IvWsJKi880XSxHwzjI3gaA "Field descriptions for the resource plan form fields."). 3. Click Save on the form header. The resource plan is saved and placed in the Planning state. 4. Review update the values in the Resource Plan form tabs. For a field description of the field names, see [Resource Plan form tabs](https://servicenow-prod.fluidtopics.net/PBRYD~dhYN1ZSUCxAxrj9g "Use the resource plan form tabs to create a resource plan."). Nota: If the assigned rate model is removed or replaced, or the hourly rates in the rate model are changed, the cost fields on the associated resource plans are not recalculated automatically. You must [recalculate the resource costs](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.") of the resource plan to reflect new rates from the rate model. However, if any of the fields affecting the cost are updated on the resource plan, the rate model is invoked for getting the hourly rates. For example, extending a resource plan by modifying the end date of the resource plan invokes the rate model as there can be new rates available. ## Resultado * The resource plan is saved and placed in the Planning state. * When the resource plan is created from resource grid, the plan appears as top row in the resource plan list of the project or demand. The plan has one of the following prefixes: * \[G\] for a resource plan created for a group. * \[R\] for a role resource plan created for a role. * \[U\] for a user resource plan created for a user. {#t_CreateResourcePlanProjectTask__ul_jbg_3lt_scb} The prefix is based on the type of resource selected in the Resource type field. * The resource plan which is created last appears at the top in the resource plan list of the project or demand. {#t_CreateResourcePlanProjectTask__ul_ibg_3lt_scb} ## O que Fazer Depois Use the [Resource Plan related links and lists](https://servicenow-prod.fluidtopics.net/qcoxCscf6icyEPEwQVOIEA "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.") to work on the resource plans, workbenches, or to modify the existing request allocations. **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** * [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.") * [Complete a resource plan](https://servicenow-prod.fluidtopics.net/YB_f5mr8g0MbjKCb43Ch2Q "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.") * [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.")